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.
Authors
Portfolio Manager
Open your portfolio to the power of themes
For over 25 years, Robeco has been a pioneering leader in constructing thematic strategies.
