Animal Spirits Podcast cover image

Talk Your Book: The Rise of Thematic Investing

Animal Spirits Podcast

00:00

Is ESG a Thematic Product?

S&P: Is ESG a thematic product, or would you say that's a separate bucket entirely? Are there thematic indexes that might be more of the old economy, like more value type names? For Ken Show new economies, to us, is all about growth. How much turnover should we expect in these sorts of things? Absolutely. It's driven by here's a thematic exposure.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app