AllianzGI – ACTIVE IS: BEING PART OF THE THEMATIC STORY

Active is:

Being part of the thematic story

Megatrends are changing the way we work, live and play. As investing in megatrends may be too broad, we should invest instead in themes within a megatrend that have the potential to generate alpha, and at the same time, resonate with our values and interests.

Why thematic investing

Everyone loves a good story. While most asset managers have historically centred their investments around specific asset classes or geographic regions, more investors today are looking for a greater emotional attachment with their portfolios. Thematic strategies that reflect a compelling narrative can help meet this demand and offer an attractive opportunity for active asset managers to show what they can deliver.

01 Megatrends

Urbanisation, Technological innovation, Resource Scarcity, and Demographic & Social Change.

02 Growth

Participate in winning themes impacted by powerful and secular shifts which are triggered by innovation, regulation or socioeconomic factors.

03 Transparency

Themes are well-known, starting as topics of conversation among budget decision makers within companies and will later become visible in most people’s personal experience.

04 Performance

Active selection of valid themes at appropriate timing allows for higher alpha potential.

Thematic Investing insights by
Andreas Fruschki

Quiz: Spot the

sweet spot!

Play our quiz and see if you can identify the theme within a megatrend.

Q1.

Which resource is more scarce?

Water

With increased urbanisation and population growth, the demand for water infrastructure will continue to increase.

Q2.

What is the future of technological innovation?

Artificial Intelligence

Artificial Intelligence will drive the future forward with increased automation on the production side and use of online services on the demand side.

Q3.

Which social and demographic change is rising faster?

Growing Pet Economy

Pet ownership in the US has tripled since the 1970s. Almost 50% of US homes have a dog or a cat as a pet.

Q4.

What is the next big trend in urbanisation?

Smart Cities

Smart cities, where informational and communication technology are used to to create a more connected and efficient city model.

A snapshot of our selected themes

Water

Clean water infrastructure

Water efficiency

Smart cities

Sharing economy

Autonomous driving

Recycling

Pet economy

Pet health care

Pet nutrition

Digital life

Automation

Internet of Things

E-Education &
E-Sports

Participate in opportunities arising from structural shifts, typically driven by innovation, demographic change, resource scarcity or urbanisation.

Why Allianz Thematica

To learn more about

Allianz Thematica

Click here

Tel:

6225 5225

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Information herein is based on sources we believe to be accurate and reliable as at the date it was made. We reserve the right to revise any information herein at any time without notice. No offer or solicitation to buy or sell securities and no investment advice or recommendation is made herein. In making investment decisions, investors should not rely solely on this advertisement but should seek independent professional advice. However, if you choose not to seek professional advice, you should consider the suitability of the product for yourself. Past performance of the fund manager(s) and the fund is not indicative of future performance. Prices of units in the Fund and the income from them, if any, may fall as well as rise and cannot be guaranteed. Distribution payments of the Fund, where applicable, may at the sole discretion of the Manager, be made out of either income and/or net capital gains or capital of the Fund. As a result, it may reduce the Fund’s net asset value. The dividend yields and payouts are not guaranteed and might change depending on the market conditions or at the Manager’s discretion. Investment involves risks including the possible loss of principal amount invested and risks associated with investment in emerging and less developed markets. The Fund may invest in financial derivative instruments and/or structured products and be subject to various risks (including counterparty, liquidity, credit and market risks etc.).Past performance, or any prediction, projection or forecast, is not indicative of future performance. Investors should read the Prospectus obtainable from Allianz Global Investors Singapore Limited or any of its appointed distributors for further details including the risk factors, before investing. This advertisement has not been reviewed by the Monetary Authority of Singapore (MAS). MAS authorization/recognition is not a recommendation or endorsement. The issuer of this advertisement is Allianz Global Investors Singapore Limited (12 Marina View, #13-02 Asia Square Tower 2, Singapore 018961, Company Registration No. 199907169Z).

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Forecast on the economy or economic trends of a market is not necessarily indicative of future or likely performance of the fund(s).

Information herein is based on sources we believe to be accurate and reliable as at the date it was made. We reserve the right to revise any information herein at any time without notice. No offer or solicitation to buy or sell securities and no investment advice or recommendation is made herein. In making investment decisions, investors should not rely solely on this material but should seek independent professional advice. However, if you choose not to seek professional advice, you should consider the suitability of the product for yourself. Past performance of the fund manager(s) and the fund is not indicative of future performance. Prices of units in the Fund and the income from them, if any, may fall as well as rise and cannot be guaranteed. Distribution payments of the Fund, where applicable, may at the sole discretion of the Manager, be made out of either income and/or net capital gains or capital of the Fund. As a result of the payment, the Fund’s net asset value is expected to be immediately reduced. The dividend yields and payouts are not guaranteed and might change depending on the market conditions or at the Manager’s discretion; past payout yields and payments do not represent future payout yields and payments. Investment involves risks including the possible loss of principal amount invested and risks associated with investment in emerging and less developed markets. The Fund may invest in financial derivative instruments and/or structured products and be subject to various risks (including counterparty, liquidity, credit and market risks etc.). Investing in fixed income instruments (if applicable) may expose investors to various risks, including but not limited to creditworthiness, interest rate, liquidity and restricted flexibility risks. Changes to the economic environment and market conditions may affect these risks, resulting in an adverse effect to the value of the investment. During periods of rising nominal interest rates, the values of fixed income instruments (including short positions with respect to fixed income instruments) are generally expected to decline. Conversely, during periods of declining interest rates, the values are generally expected to rise. Liquidity risk may possibly delay or prevent account withdrawals or redemptions. Past performance, or any prediction, projection or forecast, is not indicative of future performance. Investors should read the Prospectus obtainable from Allianz Global Investors Singapore Limited or any of its appointed distributors for further details including the risk factors, before investing. This material has not been reviewed by the Monetary Authority of Singapore (MAS). MAS authorization/recognition is not a recommendation or endorsement. The issuer of this material is Allianz Global Investors Singapore Limited (12 Marina View, #13-02 Asia Square Tower 2, Singapore 018961, Company Registration No. 199907169Z).

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