Thematic Portfolio Ride the telecommuting wave with our n | FSMOne SG - Research Highlights

Thematic Portfolio

Ride the telecommuting wave with our new Remote Work thematic portfolio

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• Thematic investing is all about identifying long-term trends and the investments that stand to benefit from them.

• This year, we have added Remote Working and Environmental Sustainability to our line-up of thematic portfolios.

• While the COVID-19 pandemic seems to be easing, thanks to an efficient vaccine roll-out program, many firms are making plans to shift to permanent remote working after witnessing the cost savings and productivity that remote working has brought about.

• For the Remote Working portfolio, we have identified five key industries that will stand to benefit from this change in behaviour: cybersecurity, e-commerce, warehouse and logistic services, digital entertainment, and technology companies that offer collaboration and productivity solutions to facilitate remote working.

• As of 7 September 2021, the Remote Working portfolio is trading a forward PE of 52.3X, PB of 3.1X, while offering a dividend yield of 0.7%.

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