Episode 13: Seeking the potential to outperform the MSCI World? You need to be different.
By Philip Petursson
As our world evolves, Megatrends such as growing urban populations will force us to rethink our cities, as it put strains on accessing clean water and demands on renewable energy, which require us to innovate ways to feed a growing world. How do we ensure we are investing in the winners of tomorrow? By focusing on companies whose businesses are built on the changes shaping our world. 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.