We are passionate about thematic investing and our mission is to bring thematic investing insights to everyday investors. We want to educate people about the long-term structural trends and themes that are shaping our world of today and tomorrow, and to capitalize on the investment opportunities that these themes and megatrends offer.

What? At the time of writing, the price of gold is at or close to its all time high and in 2024 YTD its returns…

A while ago I was part of a conversation amongst a group of friends, we were discussing markets and approaches to investing. At a certain…

What? Nations globally are increasing spend on defence as we live in a world of heightened conflict and geopolitical instability. In a similar way to…