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28-06-2023 · Insight

Beach read: Riding the waves of structural trends

This year’s summer read is a collection of 24 of the best Daily Sketches published by our Thematic Investing team on a daily basis. The collection covers how structural trends impact our lives in five key areas: in the home, at the office in the lab, on the economy and, well, on our planet! Enjoy reading and don’t forget to subscribe if you want to receive the Daily Sketch in your inbox moving forward.

    Authors

  • Daniel Ernst  - Portfolio Manager

    Daniel Ernst

    Portfolio Manager

  • Sam Brasser - Consumer Analyst and Portfolio Manager

    Sam Brasser

    Consumer Analyst and Portfolio Manager

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