Thematic investing – often a tale of two tides

Update: 2024-04-19

Description

While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner.

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Thematic investing – often a tale of two tides

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Thematic investing – often a tale of two tides

Robeco

Thematic investing – often a tale of two tides