Pictet AM: Growing against the grain with themed funds

Although they are currently especially popular among private investors, institutional investors' interest in thematic strategies is growing rapidly. According to Gert Jan van der Geer, senior portfolio manager thematic equity at Pictet Asset Management, customization and combining megatrends and themes plays an important role. According to him, this combination is so powerful that themes can replace the broad equity core in institutional investment portfolios. 

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