Seismic shifts in the environment, technology and demographics — known as megatrends — are transforming politics, economics and consumer behavior.
Why is thematic investing relevant?
Thematic investing, particularly in form of thematic ETFs which track thematic indices, has seen exponential growth over the last few years as investors seek to diversify away from traditional cycle-sensitive sector exposures and into long-term structural economic trends.
In doing so, they target the beneficiaries of transformative forces shaping the global economy and societies. Primarily among them is the wave of technology-driven innovation, which creates efficiencies in businesses, shifts human activity to the digital space, and pushes breakthrough advances in healthcare, communications, and other industries.
Three megatrends driving thematic investing
MEGATREND #1:
ENVIRONMENT
Growing societal awareness of environmental and sustainability issues are impacting our quality of life
MEGATREND #2:
FUTURE TECHNOLOGY
Technological advancements and digital innovations are changing our daily lives and making them more efficient
MEGATREND #3:
SOCIO-DEMOGRAPHICS
Shifts in global demographics will bring significant challenges and opportunities for societies and businesses
What makes STOXX’s thematic indices different?
Expertise
We have a team of dedicated thematic product developers researching new themes, allowing us to identify emerging trends ahead of the competition
Long-term view
We develop solutions that are intended to span business cycles and focus on megatrends rather than short-termism
Partnerships
We work closely with clients from idea generation to launch while drawing from both external and internal expertise
Customization
Our expertise allows us to tweak a concept, amend the starting universe, and apply additional data sets if needed
Open architecture
Clients benefit from our partnerships with leading data providers
STOXX Thematics Annual Review Report
Key thematic indices
Related news & research
New iShares ETFs on STOXX indices track beneficiaries of AI infrastructure spending and adoption
The STOXX Global AI Infrastructure and STOXX Global AI Adopters and Applications thematic indices allow investors targeted exposure to companies in different stages and involvement in AI, as the technology is deployed. The indices employ a combination of revenues and patents screens to select both established businesses as well as innovators.
BlackRock and STOXX combine on BlackRock’s launch of new ETFs tracking artificial intelligence thematic indices
STOXX Ltd., part of the ISS STOXX group of companies and a leading provider of benchmark and custom index solutions to global institutional investors, today announced its expanding collaboration with BlackRock, with BlackRock’s launch of two iShares ETFs tracking the STOXX Global AI Infrastructure and STOXX Global AI Adopters and Applications thematic indices.
Monthly Index News: November 2024
The STOXX Global 1800 index posted its best month so far this year in November as investors reacted positively to Donald Trump’s decisive victory for a second term as US president.
Get in touch
Whether you are implementing strategic investment decisions, or developing custom solutions, STOXX is your partner in indexing excellence. Contact us today to learn more about how we can help you achieve your investment goals.