Identifying global trends such as the growing population or the rise of the tech sector can help in long-term portfolio management, but implementation still comes down to efficient stock selection

Social and environmental concerns are driving investors towards sustainable funds, but research suggests they deliver impressive returns too

Africa’s growth story is beginning to grab investors’ attention, but the continent’s stockmarkets are hard to penetrate meaning private equity may be the best route in

A rising global population and changing diets make agriculture attractive to investors, but the asset class is still in its infancy and standard private equity models may not be the best way in

As global resources become scarcer, companies developing more efficient solutions look like attractive investments

Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy

Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

The popularity of hedge funds and high yield investments will rise and fall, but the thematic approach appears to be a trend with staying power