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Talk Your Book: The Rise of Thematic Investing
Animal Spirits Podcast
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.
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