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Podcast: FTAdviser Podcast
Episode: Understanding how to build a thematic investment approach
Description: MSCI describes thematic investing as a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends. These trends encompass long-term, structural shifts arising from new business models, disruptive technologies and changing consumer tastes and behaviors – megatrends that have the potential to change whole industries and shape the way we will live, work, travel and treat disease in the future.Thematic investing is intentionally future-focused around specific emerging trends that are expected to evolve. So in the current economic environment, how have thematic funds fared and how do they fit into a port...