Thematics: Own the Future
Building Blocks for the New Growth Paradigm
The challenge of putting capital to work has never been greater. We believe the go-forward sources of excess return will not be explained by traditional style or factor allocations but by the cycle of innovation and disruption. Identifying innovation that we believe will drive new markets and value networks over years is at the center of our distinctive thematic investment engine.
Thematic investment opportunities are long-term trends that will have outsized influence on the global economy, capital markets and society. Importantly, Mellon measures three levels of change in our approach to thematic research—transformational trends, innovation themes and innovation sub-themes.
The Pioneering Frontier
From distributed ledger technology to the biophysical economy, frontier themes could be a roadmap to potential future growth.
Unintended Consequences of Renewables
Our latest global growth theme paper discusses how the accelerated pace of decarbonization is generating frictions that are likely to create attractive investment opportunities.
Bridging the US Digital Divide
Adequate connectivity is necessary for educational and socioeconomic opportunities yet our most vulnerable communities are disproportionately disadvantaged.
Weighing the Balance
The rise of Bitcoin has been meteoric, but along with the asset’s increased visibility and rise in value comes heightened scrutiny surrounding its ESG impact.
The Value of Embedded Finance
Advancements in fintech are reshaping the competition and the banking industry today.
Designing Health with Precision Medicine
New capabilities are driving a faster rate of research, getting us closer to the dream of precision medicine.
The Transformation of Care Delivery
The forces behind health care have aligned to bring about an exciting evolution in care delivery.
Blending Art and Science
We explore different valuation methods that can be applied to Bitcoin and potentially other cryptocurrencies.
Smart Cities: Connecting to a Healthier World
We examine how Smart Cities have fared during the pandemic and the benefits they can deliver their constituents.
On the Edge: New Opportunities
Edge computing is poised to play an essential role in the post-COVID-19 global economy.
Consumer Themes: How Society is Changing
Explore how consumer preferences reshape industries and drive key opportunity sets.
Themes for Global Growth
Chief Investment Officer and Head of Equity John Porter introduces this year’s series of thematic insights.
The Rise of Bitcoin
We explore the rise of bitcoin as cryptocurrencies continue their migration to mainstream investable blockchain technology.
The Pandemic: What to Know Now
Mellon’s analysts discuss the lasting impacts of COVID-19 and where the pandemic may be headed from here.
Millennials by the Numbers
Demographic data is painting a richer picture of millennials; what are the investment implications in this post-pandemic world?
Circular Economy: The Rise of Resale
Discover how evolving consumer habits are redefining the apparel and luxury market and driving environmental change.
Fighting COVID-19 with Gene Technology
Discover how innovations in gene technology are helping us combat the COVID-19 virus.
The Intelligent Consumer: Future of Retail
Our retail reality is changing. Explore how the physical retail experience will be drastically different in the future.
Reducing Food Waste
Explore how the Circular Economy trend could help transform the food and beverage industry.
Building the Future of Blockchain
Discover how the blockchain platform is linking businesses and governments with transformational benefits.
Related Double Take™ Podcasts
Episode 19: Decrypting Cryptocurrency
Is it money? Is it an investment? Is it a fad? We unlock the value behind cryptocurrency. (00:51:15)
Episode 18: The Future of Mobility
Flying cars, jet packs and land speeders? This is what the future of mobility can really look like. (00:46:27)
Episode 5: COVID-19: Changing Dynamics
We explore how COVID-19 is reshaping supply chain dynamics, particularly within the healthcare economy. (01:02:51)
Episode 3: Gene Therapy: Cures, Risks and Opportunities
Discover what happens to health care investing and financing when curative genes are delivered to patients. (00:47:44)
Episode 2: 5G: Big Change Is In the Air
We examine the far-reaching implications of the advent of 5G on both consumers and corporations. (00:43:39)
Global Infrastructure Dividend Focus Equity
- S&P Global Infrastructure Index
- INCEPTION DATE
- August 2011