<p>In this Masterclass, two experts join us to discuss thematic investing: what makes a good theme and what gives it longevity for investors? Taking part in this Masterclass are:</p> <ul><li>Randy Dishmon, Portfolio Manager, Invesco</li> <li>David Docherty, Investment Director, Thematics, Schroders</li></ul> <p><strong>Learning outcomes:</strong></p> <ol><li>The characteristics of a sustainable investment theme</li> <li>How to mix investment themes into an existing asset allocation framework</li> <li>How fund managers use thematic investing to zero in on the best stock opportunities</li></ol>