Thematic Thought-Leaders Roundtable
Dec 14, 2022•24 min•Ep. 140
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Recorded on 11/29/22
We hosted a thematic investor roundtable with industry thought-leaders Elliott Miskin, Director Thematic Investment at Fidelity International, and Richard Speetjens, CFA, Managing Director and Head of Trends Investing at Robeco. In the podcast, we discuss approaches to thematic investing, specific investable structural megatrends, how strategy is adapting to the current macro context, risk management, and how ESG factors are incorporated into the investment process. The panel is moderated by Bill Bird, Cowen Head of Thematic Content.
For Disclosures, click here bit.ly/3cPHkNW
For the best experience, listen in Metacast app for iOS or Android