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Global The importance of thematic investing: Part one

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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

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.

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Published on November 12th, 2020
Categories Macro views , Themes
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Beyond the pandemic: the bonds perspective: Part II

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The importance of thematic investing: Part two

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Presented by

Curt Custard
Curt Custard

Curt is chief investment officer at Newton.

Maria Toneva
Maria Toneva

Maria is a global research analyst specializing in the consumer sectors.

Ed Geall
Ed Geall

Ed is a thematic analyst, helping to inform our thematic investment process and positioning.

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This is a financial promotion. Issued 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 Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.