Portfolio Manager
• Podcast
Podcast: Thematic investing – often a tale of two tides
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.
作者
Portfolio Manager
Open your portfolio to the power of themes
For over 25 years, Robeco has been a pioneering leader in constructing thematic strategies.
Global Consumer Trends D EUR
- performance ytd (30-6)
- 5.45%
- Performance 3y (30-6)
- 9.04%
- 晨星評級 (30-6)
- SFDR (30-6)
- Article 8
- 股息分派 (30-6)
- No
過去的表現並不能保證將來的業續。投資價值可能會波動。一年或以上的回報為年度化回報。基金表現數據已扣除費用，並以交易價格為基準。
Smart Energy D EUR
- performance ytd (30-6)
- 54.65%
- Performance 3y (30-6)
- 25.47%
- 晨星評級 (30-6)
- SFDR (30-6)
- Article 9
- 股息分派 (30-6)
- No
過去的表現並不能保證將來的業續。投資價值可能會波動。一年或以上的回報為年度化回報。基金表現數據已扣除費用，並以交易價格為基準。
