A systematic approach to thematic investing
To create a successful thematic index, wealth managers and investors must take a systematic approach to thematic investing. They start by identifying a theme that shows excellent growth potential. They then build a clear and precise expression of this theme to capture all the associated trends. Next, they search for specific business activities that incorporate […]
How to identify a winning Megatrend ?
When working to create a successful thematic index, fund managers research Megatrends. The success of thematic investing depends heavily on identifying these far-reaching economic, social and political developments. So what are Megatrends, and how do we identify them? What are Megatrends? Megatrends of powerful, overarching changes that can make lasting, sometimes revolutionary transformative effects on the world. Megatrends are the […]
Quels sont les avantages des investissements thématiques ?
L‘investissement thématique est un excellent moyen d’investir dans des domaines qui vous passionnent. Vous pouvez opter pour des thèmes économiques, sociaux et politiques ayant un potentiel à long terme et qui suscitent véritablement votre intérêt. Les investissements thématiques sont plus concentrés que les investissements par classe d’actifs ou par secteur. Pourtant, ils sont aussi plus […]
What are the benefits of thematic investing?
Before we can get to the benefits of thematic investing, it is important for us to fully understand what thematic investing is, so that brings us to the question, “What is Thematic Investing?” Let us take a look! What is Thematic Investing? Thematic investing is a strategy that involves investing in companies or sectors that […]
Investir dans l’avenir : Qu’est-ce que l’investissement thématique mondial ?
Lorsque la plupart des gens songent à l‘investissement, la première chose qui leur vient à l’esprit est probablement l’investissement sectoriel ou l’investissement par classe d’actifs. Cependant, l’investissement thématique mondial est une approche différente et davantage tournée vers l’avenir que ces deux méthodes. Voici une brève présentation des notions qui sous-tendent l’investissement thématique. L’investissement thématique : […]
Investing in the future: What is Global Thematic investing?
When most people think of investing, the first thing that comes to mind is probably sector investing or asset class investing. However, global thematic investing is a different approach that is more forward-looking than either of these methods. Here is a brief introduction to thematic investing. Thematic investing – what is it, and why should investors […]
Les investissements thématiques mondiaux : Tout ce que vous devez savoir
[vc_row][vc_column][vc_column_text]Investir sur les marchés mondiaux peut être un projet complexe et intimidant. De nombreuses personnes se découragent avant même de commencer, car il n’est pas toujours facile de répondre aux questions à savoir où investir, dans quoi investir et comment investir. L’une des approches les plus courantes est l’investissement sectoriel, dans lequel l’investisseur, le fonds […]
Global Thematic Investing: Everything you need to know
[vc_row][vc_column][vc_column_text]Global thematic investing is a complex and daunting endeavor for many individuals. The intricacies of determining where to invest, what to invest in, and how to invest can discourage potential investors from even beginning. Sector investing is a common approach that many investors, investment funds, and wealth managers use, focusing on specific sectors such as […]
What are the benefits of having a family office?
One of the most important things a high-net-worth family can do is set up a family office. There are several advantages of having a family office to handle all finance affairs, from taxes to investments and estate planning. Here are the five most essential benefits of a family office. A different and unique type of […]
Probate – What it is, what it costs, how to reduce fees
[vc_row][vc_column][vc_column_text]One of the things that you and your estate planning advisor will need to prepare for is the probate process and the high legal fees it involves. Probate is the legal process that begins after a person’s death. The will is reviewed to determine its validity and authenticity, and the various steps are taken to […]
