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Thematic investing – often a tale of two tides

Thematic investing – often a tale of two tides

Released Friday, 19th April 2024
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Thematic investing – often a tale of two tides

Thematic investing – often a tale of two tides

Thematic investing – often a tale of two tides

Thematic investing – often a tale of two tides

Friday, 19th April 2024
Good episode? Give it some love!
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While the returns of the Magnificent Seven stocks dwarfed the performance of thematic strategies in 2023, the tide may slowly be turning. In this podcast episode we talk to two seasoned thematic investors, Jack Neele and Roman Boner. 

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Robeco Asset Management Podcast

This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.

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