00:43:41
Structured
What are the pros and cons of Thematic Investing and what impact is Covid-19 having on them? On the panel to discuss:
- Amanda O’Toole, Portfolio Manager, AXA Framlington Global Thematic Equities Fund, AXA Investment Managers
- Swetha Ramachandran, Investment Manager, GAM
- Tom Walker, Co-Head of Global Real Estate Securities, Schroders
Learning Objectives:
- How the COVID pandemic has affected long-term thematic investors
- How the global trend towards further urbanisation affects the outlook for real estate, luxury goods and clean tech
- The threats and opportunities to Western brands of the economic rise of China and India
Primary Channel:
2240
Contact Details:
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<img src="https://files.asset.tv/live/s3fs-public/fileuploader/contact_box_axa.jpg" title="AXA Investment Managers" alt="AXA Investment Managers" width="150" />
<a href="https://adviser.axa-im.co.uk/" title="AXA Investment Managers" alt="AXA Investment Managers" target="_blank" style="padding-top: 5px;">adviser.axa-im.co.uk</a><br /><br />
<img src="https://files.asset.tv/live/s3fs-public/fileuploader/gam.png" title="GAM Investments" alt="GAM Investments" width="120" />
<a href="https://www.gam.com/en/" title="GAM Investments" alt="GAM Investments" target="_blank" style="padding-top: 5px;">www.gam.com</a><br /><br />
<img src="https://files.asset.tv/live/s3fs-public/fileuploader/schroders_2019021216.png" title="Schroders" alt="Schroders" width="150" />
<a href="https://www.schroders.com/en/uk/adviser/" title="Schroders" alt="Schroders" target="_blank" style="padding-top: 5px;">www.schroders.com</a><br /><br />
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Event Date:
Tuesday, October 20, 2020 - 11:00
Duration:
Friday, May 17, 2024 - 01:00
Event questions:
No
Registration Form :
Thematics Masterclass
Third Party:
AXA Investment Managers, GAM and Schroders