Netflix, Uber, LinkedIn and Spotify: How investors can benefit from a 'shared economy'

Credit Suisse estimates revenues from the sharing economy will grow from $15bn in 2013 to $335bn in 2025, but how can investors access it? Mike Fox, head of sustainable investment at Royal London Asset Management, explains.

Thematic investing can be powerful. Investors who identified themes such as the internet, mobile communications and social networking have delivered investment returns significantly above market averages. Indeed, 2015 will go down as the year that technology proved that it can be both disruptive to industry and profitable to investors. Google, Amazon, Microsoft, Facebook and Netflix have been defining investments for active fund managers, with returns way above those available from most market indices. So if an investor were to cast out a net today in search of the next 'big theme', w...