At the core of thematic investing at Schroders is the belief that the most powerful and persistent investment themes are those where human ingenuity ignites innovation to address imbalances in the world. These imbalances may be between populations and resources, or between supply and demand in individual industries.
As we all know, necessity is the mother of invention. As the coronavirus throws the whole world into turmoil, humanity’s ingenuity and powers of innovation are being mobilized to fight the disease, care for our populations and adapt our work and home lives to a new set of economic, political and social realities.
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