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The investment industry’s leading panel discussion show, where experts deliver research grade insights, market views and thought leadership. The standard for each show is set deliberately high and suitable for Structured Learning CPD. Masterclass is the only virtual event running every week for over 10 years!

The investment industry’s leading panel discussion show, where experts deliver research grade insights, market views and thought leadership. The standard for each show is set deliberately high and suitable for Structured Learning CPD. Masterclass is the only virtual event running every week for over 10 years!

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Thematic Investing | Masterclass

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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