Episode 13: Seeking the potential to outperform the MSCI World? You need to be different. - in*vest*ments: Unplugged
Learn how thematic investing has opened a different and broader investment universe that lends itself exceptionally well to active management. Join Philip Petursson, Chief Investment Strategist, in a lively discussion with Pictet Asset Management, a global leader in thematic investing. Special guests from Pictet are: Gertjan Van Der Geer, Senior Investment Manager, Thematic Equities Team and Jean-Pierre Gemme, Senior Business Development Manager. Together, they discuss global megatrends, conversion into investable themes and ultimately the portfolio construction which includes selecting equities through a lens of “thematic purity” and strong business fundamentals.