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You are listening to the third episode of our compilation series. Last month, we covered the themes of Electric and Autonomous vehicles. Today's episode takes back a step, comprising insights on different thematic investment strategies.
Over the last few months, we’ve spoken to investing legends, portfolio managers, and thematic experts, and we asked them to narrow down their definition of thematic investing, their overall approach, and which themes they felt most strongly about going into 2023.
We’ve split this episode into two parts. Today, you will be listening to the first part, collecting insights from brilliant investors from companies like BlackRock, GlobalX and JPMorgan, to name a few. Enjoy!
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