Big global trends offer exciting thematic stories, but for thematic investing to work, equity investors need clear criteria and a coherent process.
Authors
- Nelson Yu
- Head of Quantitative Research—Equities; Head—Blend Strategies
- Daniel Roarty
- Chief Investment Officer—Sustainable Thematic Equities
- Lei Qiu
- Portfolio Manager—International Technology; Senior Research Analyst—Sustainable Thematic Equities