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