The importance of thematic investing: Part two

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.

Published on December 9th, 2020

Categories Macro views , Themes

Audio

The importance of thematic investing: Part one

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

12 November 2020

Macro views, Themes

Audio

Beyond the pandemic: the bonds perspective: Part II

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

27 October 2020

Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable

Audio

Beyond the pandemic: the bonds perspective

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

21 October 2020

Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable

Audio

Looking through the pandemic: Part II

How is the pandemic changing global trends?

08 July 2020

Coronavirus, Macro views, Responsible investment, Sector research, Sustainable

Audio

Looking through the pandemic: Part I

How will Covid-19 shape the post-pandemic investment landscape?

24 June 2020

Coronavirus, Macro views, Responsible investment, Sector research, Sustainable