Portfolio Manager Daire Dunne joins host Thomas Mucha to share his latest insights on thematic investing. Daire highlights the unique thematic opportunity in emerging markets; profiles key themes like financial inclusion and the energy transition; and explores the implications of today's geopolitical tensions.
2:15 – Defining themes versus trends
4:00 – The next generation of sector funds
7:50 – Thematic investing in emerging markets
9:25 – Identifying secular themes
12:15 – Key EM themes: Financial inclusion and the energy transition
16:20 – Geopolitical conflict, strategic sectors, and thematic investing
19:30 – Dispersion, volatility, and scenario planning
23:15 – Personal observations
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