In this replay, we look at how to identify a theme and use themes in an investment portfolio. We also explore some of the compelling themes we’re currently seeing and the possible opportunities within them.
Views expressed are those of the presenters and are subject to change. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional or institutional investors only.