"The important thing to note about thematic investing is to have a long-term mindset. If a short-term perspective is taken on performance versus the MSCI ACWI - for example, the whole world index - that can sometimes ebb and flow in the short term. But if you believe in the long-term trend, you will be rewarded as an investor over the long term, but you should be willing to stick and stay the course.
Amid the market volatility caused by US President Donald Trump's tariffs, Geneva-based Pictet Group has identified environment, healthcare and technology as the three key pillars for long-term investing to ride out this challenging period.
"We believe those themes around environment, healthcare and technology will continue to represent excellent opportunities in the long term," Pictet Group managing partner and Pictet Asset Management co-head Raymond Sagayam tells The Edge in an interview.
