Thematic Investing: Understanding the impact of megatrends on economic value

Presented by

Justin Simler | Anthony Ginsberg, GinsGlobal | Fawaz Chaudhry, Fulcrum AM | Megan Brennan, Sarasin

About this talk

The world is more connected than ever. This series has explored how 4 themes or 'megatrends' - environment, technology, digitization and geopolitics - shape one another. Now, we will bring our understanding of these mega-trends into focus by analyzing the economic value these themes are driving. Join this panel to learn: - Why understanding mega-trends is important in developing a thematic portfolio - How trends interact with each other to create knock-on effects - How the impact is being measured - What opportunities these trends are creating Panelists include: [Moderator] Justin Simler, Industry Expert Anthony Ginsberg, Founder, GinsGlobal Fawaz Chaudhry, Head of Thematic Equities, Fulcrum AM Megan Brennan, Portfolio, Multi-Asset, Sarasin & Partners
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The investment landscape has never been more dynamic. We are more connected than ever before, and these interconnections - technological, environmental, political, and social - create both chaos and opportunity. This series will provide investors with a deeper understanding of Megatrends and highlight strategies that can be used to benefit from the opportunities they create.