Thematics: Own the Future

 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 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.

 

Mellon's transformational trends infographic
thematics table of mellments