Roundabout

Megatrends & thematic investing

Invest in the long-term trends transforming the way we live and work through our range of thematic solutions

What are megatrends?

Megatrends are powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models. They can have a meaningful impact not just on how we live and how we spend money, but also on government policies and corporate strategies.

The awareness of megatrends in investment processes offers real insights. Because of that, megatrends influence our investment decisions.

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 big, structural changes that affect investing now - and far in the future. At the center of BlackRock's Thematic investing philosophy lies five mega forces: digital disruption and AI, a fragmenting world, low-carbon transition, demographic divergence and the future of finance. These mega forces change the long-term growth and inflation outlook and are poised to create big shifts in profitability across economies and sectors. This creates major opportunities - and risks - for investors.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Five mega forces shaping our future

Technology

Digital disruption and artificial intelligence (AI)

Potential to boost productivity. Technologies transforming how we live and work.
Globe

A fragmenting world

Globalization is being rewired as the world splits into competing blocs.
Thermometer

Transition to a low-carbon economy

The transition is set to spur a massive capital reallocation as energy systems are rewired.
People

Demographic divergence

Aging populations in major economies may limit growth, while emerging markets with younger populations and growing middle classes could benefit.
Coin

Future of finance

A fast-evolving financial architecture is changing how households and companies use cash, borrow, transact and seek returns.

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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Scale

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.