United Kingdom, Intermediaries

Thematic investing — Navigating opportunities and risks

Portfolio Manager Dáire Dunne and Global Industry Analyst Anita Killian explain how to determine what constitutes a genuine theme and how to avoid the “traps”. Dáire and Anita also explore the themes they consider most attractive, from automation and machine learning to health care infrastructure and the regionalisation of global supply chains.

Thematic investing

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.

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