The site you are about to enter is intended for Canadian institutional investors only, defined as 'Permitted Clients' in National Instrument 31-103 only. This information is made available by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. 'Newton' and/or 'Newton Investment Management' brand refers to Newton Investment Management Limited. Newton is availing itself of the International Adviser Exemption (IAE) in the following Canadian Provinces: Alberta, British Columbia, Ontario and Quebec. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations.
CanadaThe importance of thematic investing: Part two
The importance of thematic investing: Part two
A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’
December 9, 2020
In the second part of our podcast on thematic investing, the investment communications team’s Matt Goodburn speaks to chief investment officer Curt Custard, global consumer analyst Maria Toneva, and global thematic analyst Ed Geall about the healthy demand investment theme and how to evidence success in thematic investing.