In our modern world, it can be hard to separate the noise from the trends. All of us get bombarded with information through ever more and different channels. The quantity of the headlines has also multiplied – all of them trying to grab our attention. Amid this confusion and noise, investors naturally turn to thematic investing to find some direction. And in fact, despite that noise, some trends are remarkably clear and consistent.

Geopolitical developments of the past few years have increasingly moved our world from a multi-lateral model to one where the big powers compete to ensure access to resources and markets. National security therefore requires not just defence, but also secure access to resources and advanced technological ecosystems. Therefore, many of our investment themes are around the three key engines: AI, energy & resource security, and defence. 

Our Top Trends and High Conviction Themes Brochure for Mid-Year 2026 features 13 themes under five trends namely:

1. Tap into Asia’s Innovation and Income
2. Disruptive Technologies
3. Climate Action
4. Evolving Society
5. Seeking Diverse Returns amid Volatile Data