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The content is not intended for access or use by any person or entity in a country or jurisdiction where such access or use would be unlawful, or where it would impose a legal obligation on the Firm to undertake any filing, registration, or reporting.

All investments risk the loss of capital. The value of investments may go down as well as up and, for products designed to return income, the distributions can also go down or up and you may not receive back the full value of your initial investment. No guarantee or representation is made that the funds will achieve their investment objective. The material on this site does not constitute legal, tax, or advice on investments. If you are unsure about whether a fund meets your requirements, then you should seek professional financial advice before investing. This information is not directed at any US person or any person in the US and the information does not constitute an offer or solicitation to buy or sell shares or units in any Stonehage Fleming fund to any US person or to any person in the US.

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Key Investment Themes

Investment themes are the macro-level mega-trends that drive stock performance across different sectors and geographical markets. Currently, the Global Best Ideas Equity Fund team sees six key investment themes that are shaping stock returns around the globe. These are: The Fourth Industrial Revolution (or 4IR), Infrastructure Buildout, US Exceptionalism, Riskier World and Technical Innovation.

Technical Innovation

Modern medicine is helping us to live longer lives. The middle classes are growing in Asia. Medical spending, in all its forms, continues to rise. The arrival of GLP-I medications could usher in a world without obesity and change the face of human health. Meanwhile, technological innovations stemming from leaps in robotics, Al, diagnostic tools, and data management are creating new champions across the global healthcare sector.

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Infrastructure Buildout

After under-investing in infrastructure for decades, the US is now investing trillions into infrastructure; other countries are following suit. At the same time, industries and governments alike must decarbonise their infrastructure while gearing up for the age of Al and the huge energy requirements that accompany it. This is a once in a generation occurrence that has ramifications across numerous industries.

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Riskier World

The ever-increasing costs of the floods, hurricanes, forest fires and changing weather patterns wrought by the climate crisis; the rising cost of today's, increasingly sophisticated, cars, and the breadth of commercial risks such as ESG, are forcing insurance premiums to rise. This presents enormous opportunities for those selling, or broking insurance, or those possessing advanced underwriting or risk analysis capabilities.

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US Exceptionalism

Thanks to its uniquely durable economy, the quality of its institutions, the strength of its currency and its central bank, its famous entrepreneurial spirit, and the way its largest companies completely eclipse all others in the burgeoning technology space, US Exceptionalism, as it's become known, is here to stay.

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4th Industrial Revolution or 4IR

Also referred to as Industry 4.0, this revolution is a digital one. It encompasses the digitisation and automation of manufacturing; the rise of machine learning and generative AI; greater connectivity (referred to as the Internet of Things); human/machine interactions; advances in robotics; augmented and virtual reality; and ‘cyberphysical’ systems, namely the rise of intelligent machines.

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