Artwork for podcast Connections: Investment Matters
Global Perspectives: Thematic investing
20th September 2023 • Connections: Investment Matters • Janus Henderson Investors
00:00:00 00:19:44

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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.

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