Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
What has changed for thematic investing?
Five years ago, not many investors were interested in themes like tele-health, cyber security, and ecommerce. I believe that is changing now that they have seen the effects of and opportunities in technological disruption and digital solutions first-hand during the lockdown.
I discussed this trend – and investors’ growing appetite for environmental, social, and governance (ESG) strategies – in an interview on Bloomberg ETF IQ Europe.You can also find more about our approach to thematic investing here.
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