LIVE Thematics Masterclass

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What are the pros and cons of Thematic Investing and what impact is Covid-19 having on them? On the panel to discuss:

  • Amanda O’Toole, Portfolio Manager, AXA Framlington Global Thematic Equities Fund, AXA Investment Managers
  • Swetha Ramachandran, Investment Manager, GAM
  • Tom Walker, Co-Head of Global Real Estate Securities, Schroders

Learning Objectives:

  1. How the COVID pandemic has affected long-term thematic investors
  2. How the global trend towards further urbanisation affects the outlook for real estate, luxury goods and clean tech
  3. The threats and opportunities to Western brands of the economic rise of China and India