AMWatch

Column: Covid-19 crisis has affected our favored investment themes

As governments realize how vulnerable they are to pandemics, the drive to spend more on healthcare in the future can only intensify. For example, the Swedish Government has committed an additional SEK 100 million to research from 2020-2024, Thematic Investment Director at Schroders David Docherty writes in this coumn where he highlights eight themes that he thinks could transform the world and how these are being affected by the coronavirus crisis.

Photo: PR / Schroders

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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