<p>What makes for a good global investment theme and when is a good time to buy into it? To discuss this and more with Mark Colegate, we are joined by:</p> <ul> <li> Sam Whitehead, Head of EMEA ETF ESG Product Management, Invesco</li> <li> Anjali Bastianpillai, Thematic Equities Senior Client Portfolio Manager, Pictet Asset Management</li> <li> David Pinniger, Fund Manager, Polar Capital Biotechnology Fund, Polar Capital</li> </ul> <p>Learning Outcomes:</p> <ul> <li>The role of thematic funds in client portfolios</li> <li>Impact of de-globalisation on biotechnology and clean energy sectors</li> <li>How suitable are performance benchmarks for theme funds</li> </ul>