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Where are the opportunities in Thematics investing?

 

In this Q&A with Simon Gottelier, Senior Portfolio Manager, take a deep dive into what Thematics Asset Management has to offer. Find out where they are seeing investment opportunities across their three core investment themes (Water, Safety and AI & Robotics), how they integrate ESG into their process and what is the difference between a thematic fund and a sector-focused fund?

“We have always professed to know a lot about little, rather than try to be a ‘jack-of-all-trades’ and know little about a lot.”

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Part of the Bonhill Group.