Learning: Structured

What makes for a good global investment theme and when is a good time to buy into it? To discuss this and more with Mark Colegate, we are joined by:

• Sam Whitehead, Head of EMEA ETF ESG Product Management, Invesco
• Anjali Bastianpillai, Thematic Equities Senior Client Portfolio Manager, Pictet Asset Management
• David Pinniger, Fund Manager, Polar Capital Biotechnology Fund, Polar Capital

Learning Outcomes:

• The role of thematic funds in client portfolios
• Impact of de-globalisation on biotechnology and clean energy sectors
• How suitable are performance benchmarks for theme funds