Machine checking silicon wafers in clean room laboratory

Navigate our Thematic Range

Invest in the long-term trends transforming the way we live and work, by investing thematically.

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 centre of BlackRock's Thematic investing philosophy lies 5 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.

5 megatrends shaping our future

Icon representing the world with connections
Digital disruption and artificial Intelligence (AI)
Technologies transforming how we live and work.
Icon representing the globe
Geopolitical fragmentation and economic competition
Globalization is being rewired as the world splits into competing blocks.
Icon representing an urbanisation
Transition to a low-carbon economy
The transition is set to spur a massive capital reallocation as energy systems are rewired.
Icon representing an adult and a child
Demographic divergence
The world is split between aging advanced economies and younger emerging markets – with different implications.
Icon representing currency sign
Future of finance
A fast-evolving financial architecture is changing how households and companies use cash, borrow, transact and seek returns.