Janus Henderson Radio Podcast
Global Perspectives: Thematic investing
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:19:45
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Sinopsis
Richard Clode, Portfolio Manager, joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss thematic investing. They cover the importance of thematics, their take on the do’s and don’ts for investors, key technology themes, and portfolio construction considerations.
