Thematic investing has emerged as a popular alternative to more traditional approaches. We break down the basics of this strategy, its appeal, the risks, and how to determine whether this method aligns with your financial goals.
Feb 2022
Accessing Alternatives in 2022
Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, joins David Lebovitz, Global Market Strategist, to discuss his framework for investing in alternatives, how it can be a solution to public market volatility, and the ways investors can access the asset class i ... Show More
26m 27s
Jun 2022
249: If objective function is known, It's not a corporate strategy (Strategy Skills classics)
For this episode, let's revisit a Strategy Skills classic where we discuss how to identify a corporate strategy. It is actually very simple to know if a study qualifies as a corporate strategy study. Irrespective of what anyone tells you, if you go into a strategy study where the ... Show More
13m 53s
Feb 2021
Market Weekly - Climate Change, A Critical Issue For Our Time
The pandemic has underscored existential problems, climate change in particular. This is spurring a wave of awareness, ambitious projects and investments in technology that will be crucial for decades to come. Edward Lees, co-portfolio manager in our environmental strategies inve ... Show More
13m 32s
Jan 2023
313: Why approve investments with negative returns? (Strategy Skills classics)
For this episode, let's revisit a Strategy Skills classic from the Corporate Strategy & Transformation study. In this podcast, we look at the problem of superficial financial analysis. One way to save the client money, before they run out of cash in about 16 months, is to stop al ... Show More
9m 16s
Sep 2021
10 Things Every First-Time (or Seasoned) Investor Should Know
Want to be a successful investor? Money Girl explains how to get started, build financial safety nets, use tax-advantaged accounts, choose investments, and reduce risk. Find out how to create the best investment strategy based on your financial situation, age, and risk tolerance.
26m 34s