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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.

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    Portfolio Manager
    Portfolio Manager

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釋放主題的投資潛能

25年多來,荷寶一直是主題策略建構的先驅者。

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