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Investment Spotlight
November 2020

COVID-19, Climate Change and the Implications for Thematic Investing


Nearly a year into the COVID-19 pandemic, some clear implications for thematic investing can already be observed. In many ways, the risks and challenges posed by the pandemic are similar to those presented by another global threat – climate change. Both crises will change our world permanently, and in this Spotlight we explore some of the long-term fundamental shifts happening in our world, as well as what this means for thematic investors.
  • Sustainability, in particular, will be a key performance driver going forward, as one of the largest capital needs will be fueled by the necessity to address climate change.
  • Moreover, this powerful combination of sustainable and thematic investing is key to being well-positioned for the transition into a greener and more sustainable future.
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