Global equities can continue to perform well in 2021, but tech may have to share the limelight with some unloved areas. Meanwhile, a number of mega-trends will continue to gather pace.

For the past decade, WWF has been asking, “why are water crises continually ignored despite featuring on the WEF risk list year after year?” We know water crises are happening, we know the impact is substantial, and we know the risks are worsening, yet nobody is listening?

Understanding how individual companies are likely to perform in an environment dominated by the major themes that we have identified is likely to yield significant opportunities over the coming quarters and years.

While the bitcoin bull run in 2017 was largely driven by retail investors, the 2020 surge appeared to be driven by a wider set of investors, including institutionals.

CAMRADATA's latest whitepaper on Thematic Investing, considers the role this type of investing can play in asset management and explores trends that can permeate society and traverse sectors.