Thematic Investing | Masterclass

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  • 47 mins 24 secs

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
Channel: Masterclass
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