In this first instalment of “Talking Thematics” we discuss the benefits of thematic investing. We also introduce our podcast listeners to our preferred themes for 2021 and highlight the investment opportunities arising from the trends underpinning these themes. Our thematic ideas encompass structural themes such as climate change, disruptive innovation and investing in a world of low-yields as well as cyclical themes of value equities rotation, US Dollar weakness and the race for income.
Speakers: