Episode 46 — Dress for the returns you want, not the ones you have ...
Gaining insight about what the future holds, and the financial benefits that could come with it, takes more than hope and guesswork. In this episode of Investments Unplugged, Gertjan Van Der Geer, Senior Investment Manager on the Thematic Equities Team at Pictet Asset Management, joins the Capital Markets Strategy team to share his expertise and discuss:
• how COVID-19 affects market trends
• whether or not Bitcoin will gain traction as a future currency
• emerging megatrends and investment themes to look out for
• why thematic investing is the better approach to portfolio construction
… and more.