Thematic Investing | Masterclass

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  • 45 mins 33 secs

Learning: Structured

In this Masterclass, two experts join us to discuss thematic investing: what makes a good theme and what gives it longevity for investors? Taking part in this Masterclass are:

  • Randy Dishmon, Portfolio Manager, Invesco
  • David Docherty, Investment Director, Thematics, Schroders

Learning outcomes:

  1. The characteristics of a sustainable investment theme
  2. How to mix investment themes into an existing asset allocation framework
  3. How fund managers use thematic investing to zero in on the best stock opportunities
Channel: Masterclass
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