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Thematic investing – often a tale of two tides
Apr 19 2024
Length: 30 mins
Podcast

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Thematic investing – often a tale of two tides

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Summary
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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