Understanding how to build a thematic investment approach
MSCI describes thematic investing as a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends.
These trends encompass long-term, structural shifts arising from new business models, disruptive technologies and changing consumer tastes and behaviors – megatrends that have the potential to change whole industries and shape the way we will live, work, travel and treat disease in the future.
Thematic investing is intentionally future-focused around specific emerging trends that are expected to evolve. So in the current economic environment, how have thematic funds fared and how do they fit into a portfolio?
In this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Kenneth Lamont, a senior manager research analyst at Morningstar, and David Docherty, investment director, thematics at Schroders.
The FTAdviser podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.
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