Best Research Ideas
Mega Trends & Themes: A Portfolio Approach
With strong growth in thematic investing, Jefferies took a look at which themes appear to be delivering the best performance and found a number of mega trends driving some of the better performing themes and, in turn, stocks likely to outperform as they are exposed to multiple themes at the same time. Specifically, five mega trends are driving 20 themes and more than 250 stocks, providing tailwinds to earnings and driving outperformance. These themes also allow investors to group together stocks from different sectors that best reflect the investment thesis.
— Simon Powell, Head of Global Thematic Research