In the fifth episode of our podcast, the investment communication team’s Matt Goodburn discusses the importance of thematic investing with chief investment officer Curt Custard, global consumer analyst Maria Toneva, and global thematic analyst Ed Geall.
Global The importance of thematic investing: Part one
Audio
The importance of thematic investing: Part one
Episode 5: A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.
12 November 2020