Episode 13: Seeking the potential to outperform the MSCI World? You need to be different.
Learn how thematic investing has opened a different and broader investment universe that lends itself exceptionally well to active management. Join Philip Petursson, Chief Investment Strategist, in a lively discussion with Pictet Asset Management, a global leader in thematic investing. Special guests from Pictet are: Gertjan Van Der Geer, Senior Investment Manager, Thematic Equities Team and Jean-Pierre Gemme, Senior Business Development Manager. Together, they discuss global megatrends, conversion into investable themes and ultimately the portfolio construction which includes selecting equities through a lens of “thematic purity” and strong business fundamentals.
Investments Unplugged · Manulife Investments., Chief Investment Strategist, Philip Petursson
Audio is streamed directly from the publisher (cdn.simplecast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
As our world evolves, Megatrends such as growing urban populations will force us to rethink our cities, as it put strains on accessing clean water and demands on renewable energy, which require us to innovate ways to feed a growing world. How do we ensure we are investing in the winners of tomorrow? By focusing on companies whose businesses are built on the changes shaping our world. Join Philip Petursson, Chief Investment Strategist, in a lively discussion with Pictet Asset Management, a global leader in thematic investing. Special guests from Pictet are: Gertjan Van Der Geer, Senior Investment Manager, Thematic Equities Team and Jean-Pierre Gemme, Senior Business Development Manager. Together, they discuss global megatrends, conversion into investable themes and ultimately the portfolio construction which includes selecting equities through a lens of “thematic purity” and strong business fundamentals.