HOT TOPIC Investing in Innovation - Global Growth in 2021 and beyond

Presented by

Lee Robertson, Octo,Neil Goddin, Artemis, Benjamin Guest, Gresham House, Ian Mortimer, Guinness, David Docherty, Schroders)

About this talk

Investing in Innovation - Global Growth in 2021 and beyond Host Lee Robertson and guests dug into some of the key themes and specific opportunities the experts are seeing, looking at where and how they are investing in innovation. Guests were Neil Goddin, Fund Manager, Artemis, Benjamin Guest, Managing Director, Gresham House New Energy, Ian Mortimer, Portfolio Manager, Guinness Asset Management and David Docherty, Investment Director, Thematics, Schroders. Our Hot Topic began with a global, top-down view of commerce where our guests gave us insights into the areas which excite them most. Host Lee Robertson kicked off with the big question as to where innovation really can be found? David Docherty, investment director, thematics at Schroders, picked out key areas around energy transition and smart manufacturing. Building on this point, Neil Goddin, fund manager at Artemis, stressed that most people underestimate how much innovation has gone on over the past 10 years, and how much will change in the future. Benjamin Guest, managing director, Gresham House New Energy, was more reflective on the sharp rise of sectors which now dominate financial markets. However, for Ian Mortimer, portfolio manager, Guinness Asset Management, it’s important not to get carried away technology, which after all is the sector which houses many of the world’s biggest companies. The process to record your CPD couldn’t be simpler. Remember that if you head over to you can claim CPD for this as well as other Hot Topics, debates and interviews.

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