Thematic Investing – What to look for in H2?
The current market backdrop is characterised by a lot of insecurity. Thematic investing can be helpful in such a situation because it focuses on the long-term structural developments, as opposed to the shorter-term cyclical fluctuations which includes interest rates, inflation rates and also the macroeconomic backdrop.
Thematic investing is relatively well positioned during economic weakness and here the themes are providing a better lens on the market, building a well-rounded portfolio with diversified themes.
Holger Wehner, Global Head of Product Specialists Equity of Allianz Global Investors, will share with you the investable themes.