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Thematic investing is about capitalizing on future trends. Its forward-looking nature stands in clear contrast to the more widely used market capitalization approach. But market capitalization assumes that past winners will continue to win out. Why is thematic investing a good idea? In a rapidly changing business environment, the winners will be those that anticipate trends and take advantage of new opportunities. Our paper highlights potential investment themes we believe will be important to consider in successfully shaping future asset allocation and risk management strategies. Click below to download the full release
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