Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
What has changed for thematic investing?
Five years ago, not many investors were interested in themes like tele-health, cyber security, and ecommerce. I believe that is changing now that they have seen the effects of and opportunities in technological disruption and digital solutions first-hand during the lockdown.
I discussed this trend – and investors’ growing appetite for environmental, social, and governance (ESG) strategies – in an interview on Bloomberg ETF IQ Europe.You can also find more about our approach to thematic investing here.
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