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Article | 14 May 2021 | ESG
By Natixis Investment Managers
The Covid-19 pandemic has wreaked havoc across many sectors, but it has also led to an acceleration in long-term mega trends, linked to technological, demographic and environmental change.
As a result of the pandemic, we are all communicating, working and consuming more online and investors are looking to have exposure to the real economy and the more digital world we now live in.Esty Dwek, Head of Global Market Strategy Natixis Investment Managers Solutions
We are all communicating, working and consuming more online and investors are now looking to gain exposure to the real economy and the increasingly digital world we now live in.
From an investment perspective, mega trend investing offers a few clear advantages:
• The investment universe is clearly defined and the factor exposure is purer
• It can help improve Sharpe ratios and overall diversification
• Different themes or trends can offer different investment characteristics
It’s no wonder then that investors are putting their money where their mouth is with flows into thematic funds seeing year-on year growth of 58% between 2019 and 2020.
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