Building a thematic investment portfolio

With thematic funds typically built around long-term trends, it is also an approach that is said to require a different mindset, as it focuses on themes linked to macroeconomic, geopolitical and technological trends, and can span multiple continents and industries. 

Meanwhile, the perceived complexity of thematic strategies can sometimes deter investors or advisers who are comfortable with conventional methods of investing.

This report, which will explore the perceived barriers to investing and how thematic funds fit into a portfolio, is worth 30 minutes of CPD.