Which future for your thematic investment portfolio?

Is investment in thematic equities threatened by the crisis that shook the markets from the very start? Which sectors have been most impacted? Which strategies to adopt?

Nicolas Deltour, Head of Client Portfolio Management - Fundamental Equity, fields these questions and more.

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Assets under management on December 2019

As of 31 December 2019. Assets under management (AUM) includes assets which do not fall within the U.S. Securities and Exchange Commission's definition of 'regulatory AUM' in Form ADV, Part 1A

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