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Investing in tomorrow's world with our thematic solutions

Invest in the long-term megatrends transforming the way we live and work

What is thematic investing?

Thematic investing is an approach which focuses on predicted long-term trends rather than specific companies or sectors, enabling investors to access structural shifts that can change an entire industry.

At the centre of BlackRock's Thematic investing philosophy lies 5 megatrends: rapid urbanisation, climate change and resource scarcity, emerging global wealth, demographics and social change – all driven by the final megatrend: technological breakthrough.

A confluence of these global megatrends is prompting structural shifts in many industries and changing the drivers of companies’ earnings.

Insights on the megatrends

5 megatrends shaping our future

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Technological breakthrough
Technology is driving exponential progress in the tech sector and far beyond.
Rapid urbanisation
Rapid urbanisation
Mass migration to cities will require new business models and infrastructure.
Demographics and social change
Demographics and social change
Longer lifespans and modern lifestyles will change medicine and consumer habits.
Climate change and resource scarcity
Climate change and resource scarcity
Demand for a clean, green tomorrow will advance energy and conservation.
Emerging global wealth
Emerging global wealth
Newly affluent consumers will expand in Asia and across emerging markets. Emerging market economies are predicted to represent.
Thematics 2022 2H Outlook
In the second half of 2022, we see opportunities for themes that stand to benefit in three main areas: transition investing, dispersion in growth stocks, and learning to live with rising inflation.
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Thematic investing at BlackRock

BlackRock and iShares Thematic suite is positioned to access the long-term effects of these megatrends, using actively managed and index solutions. Our Thematic platform can offer:
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The breadth of our platform enables investors to find solutions that best match their interests, whether it is a specific theme or one that invests across multiple themes.
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Active and Index
Our expertise in active funds and ETFs enable us to decide if a theme is better suited for an index or active approach to best capture investment opportunities.
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Team Expertise
Our research capabilities seek to identify potential future winners across different sectors, geographies and investment styles.