Investors have done very well in previous years by investing in technology and innovation but rising interest rates has put some of this to an end.
This week FTAdviser investment editor David Thorpe is joined by Kamal Warriach, head of equity fund research at Canaccord Genuity, Ian Mortimer, who runs the Guinness Global Innovators fund, and Paul Major, who runs the Bellevue Healthcare investment trust.
They discuss distinguishing between an innovative company and a good investment, how diversification works with investments in early stage innovative companies and the challenges presented by governance in thematic investing.
The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues.
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