Thematic Investing and Portfolio Strategies: Betting on the Megatrends



Moderator Stephen Foley, U.S. Investment Correspondent, Financial Times Speakers Victor Chu, Chairman, First Eastern Investment Group Taimur Hyat, Chief Strategy Officer, PGIM, the Global Investment Management Businesses of Prudential Financial, Inc. Catherine Keating, President and CEO, Commonfund Rebecca Patterson, Managing Director and Chief Investment Officer, Bessemer Trust Cos. Mike Ramsay, Partner and Chief Investment Officer, Global Credit, Generation Investment Management Powerful forces, including shifting demographics, climate change and advances in robotics, are reshaping our world. Combined with record-low yields in financial markets, they are prompting some investors to take a closer look at thematic investing -- the practice of targeting companies and markets based on broad changes in the world. Which of today's big trends offer the best value for investors, and how sustainable are they? How does one turn a broad theme, such as genomics or 3-D printing, into an investment? How do institutional investors consider multi-class portfolios in asset allocation? The experts on this panel will discuss the practical challenges and benefits of taking a thematic lens to investment portfolios spanning several asset classes.

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    Additional Information:

    Visibility: 1640

    Duration: 57m 49s

    Rating: 4