The facts and fluff of thematic investing

Bill Gates once said, “We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten”. We all love a story, but how do we separate a good story from a genuinely good investment idea. In a recent webinar, Steve Johnson, Gareth Brown and Kevin Rose from Forager Funds discussed why people are so attracted to thematic investing, some of the trends set to change the world and how we can separate the facts from the fluff.

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