Recorded on 11/29/22
We hosted a thematic investor roundtable with industry thought-leaders Elliott Miskin, Director Thematic Investment at Fidelity International, and Richard Speetjens, CFA, Managing Director and Head of Trends Investing at Robeco. In the podcast, we discuss approaches to thematic investing, specific investable structural megatrends, how strategy is adapting to the current macro context, risk management, and how ESG factors are incorporated into the investment process. The panel is moderated by Bill Bird, Cowen Head of Thematic Content.
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