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.
Connected Health in Treatment
Familiar technologies could be repurposed to treat and monitor COVID-19—learn about these innovative solutions.
The Evolution of Autonomy
Fully autonomous vehicles are quickly becoming a reality. We examine the driving forces behind this movement.
Connected Health in Action
Demand for telemedicine is accelerating with the advent of COVID-19—explore why this could be a long-term trend.
Mellon Mobility Innovation: Let’s Get Connected
We explore trends and growing investment opportunities within the connectivity segment of the mobility industry.
The Cutting Edge: Gene Editing
Explore how gene editing is applied and where it could lead the future of healthcare.
Changing Business Models: Durability and Reimbursement
Amanda Birdsey-Benson, Senior Research Analyst at Mellon, discusses the benefits and challenges of gene therapy, specifically as they relate to costs.
Gene Therapy: Building Blocks of Change
Gene Therapy could redefine the healthcare industry. We explore the science behind what’s changing.
Cannabis Chronicles: Easing Regulations in a Growing Industry
Easing regulations and increasingly tolerant public sentiment are making cannabis ripe for investment.
Eight Investment Themes for Global Growth
Mellon’s US Small Mid Cap Equity Team shares major insights from their thematic research.
Related Double Take™ Podcasts
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