Breakout Option 1: Thinking Thematically: Capturing Structural Change with Stocks and Funds

The recent emergence of artificial intelligence as a primary driving force within global markets has demonstrated to many that traditional investment lenses such as sector or geography are not adequate to fully capture the drivers of growth in a hyper-globalised World. 

In this session we introduce a new framework for evaluating thematic investments before discussing which stocks and funds can be used to play current themes.