Thematic Investing: Variations on a theme
There are as many definitions of thematic investing as there are thematic investors. Martin Steward asks how significant themes really are as drivers of managers’ risk
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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