Investment Themes Explored
The discussion delves into the dynamics of building investment teams, emphasizing the importance of understanding managers' strategies and decision-making processes. A significant focus is placed on enduring themes such as the shift in consumption from the West to the East, particularly in China, and the critical need for resource efficiency, highlighting the challenges of navigating the complex landscape of ESG and ethical investing.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Sandra Robertson – Oxford’s Queen of Endowment Management (Capital Allocators, EP.130)
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