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A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’
09 December 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.
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