Robocap: Increased focus on thematic investing
Wealth managers, family offices, pension funds and insurance asset managers are increasing their focus on thematic investing, with half (50%) of them holding 5% or more of their equity strategies in thematic focused funds, according to a new research mandated by fund manager Robocap, the leading investor in robotics, automation and AI listed stocks.
Thematic investing is a long-term strategy that invests in the growing trends that shape the future of our society. It covers themes such as artificial intelligence (AI), energy generation, quantum computing, cyber security, or demographic shifts that society is experiencing as our populations get older.
Robocap’s research found that 27% of professional investors have around 5% of their equity holdings in thematic focused funds, 18% have between 5% and 10%, and one in 20 (5%) have more than this. In three years’ time, 38% expect to have between 5% and 10% in thematic funds (20% increase), and 7% anticipate it will be higher than this.
Robotics and AI was considered as having the single biggest impact on the world of the five 'mega trends’ affecting society, according to the professional investors surveyed, followed by decoupling or fragmentation of the globalized world, fintech, transition to a low carbon economy and then demographic changes.
AI was also identified as offering the most attractive risk/return profile for investors over the next five years, followed by the digital economy, future mobility, security and cyber security.
