Thematic Investing Trends
The conversation explores the evolving landscape of investing, questioning whether thematics represent a new form of active management. With a notable shift in investor behavior, money continues to flow into the Ark innovation fund despite its significant losses this year, suggesting a deeper commitment to thematic trends over individual stock performance. The need for sophisticated analytical capabilities in thematic investing is emphasized, marking a departure from traditional active and passive strategies.In this clip
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Animal Spirits Podcast
Talk Your Book: The Rise of Thematic Investing
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