14 Aug 2020 3 min read

What has changed for thematic investing?

By Howie Li

I recently discussed developments in how investors are approaching themes and ESG considerations on Bloomberg.



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.

Howie Li

Global Head of Index & ETFs

Howie leads the development and growth of the global index and ETF business where he and his team develop and manage assets across a range of solutions spanning from traditional market-cap index strategies to innovative actively-designed systematic strategies which are found in LGIM’s mutual funds, ETFs, mandates and other client-orientated solutions.  Howie joined the investment manager as Head of ETFs following LGIM’s successful acquisition of the Canvas ETF business in March 2018 from ETF Securities. During his time there for almost 10 years, Howie held various roles including CEO of Canvas, Co-Head of Canvas ETFs and Head of Legal.  Howie trained and worked at Simmons & Simmons in London advising the alternative investment funds industry and is a qualified solicitor in England and Wales.

Howie Li