In our previous two articles on thematic investing, we looked at the basics of this unique investment strategy and highlighted some of the key advantages that this approach to portfolio management offers over traditional benchmark-based forms of investing. In this article, we will be exploring a number of key themes that we believe offer compelling investment potential going forward.
In this article, we take a more in-depth look at some of the key differences between benchmark investing and thematic investing. Here are five things you need to know about how the two approaches to investment management differ.
In a world of low interest rates, volatile investment markets, and rapid change, many investors have begun to question traditional approaches to investment management. Traditional forms of investment management, which utilise benchmarks, can be rather inflexible and also quite backward-looking, and as a result, can lead investors in the wrong direction at times.
A former Odey Wealth investment director is among a group of six managers joining a West Berkshire-based family office to open it up to private clients. James Barton will run Featherstone Investment Partners, the investment arm of the family office, founded in 1999, which until now had only managed the investments