2min chapter

Podzept from Deutsche Bank Research cover image

Top thematic ideas for H2

Podzept from Deutsche Bank Research

CHAPTER

Introduction

Luke Templeman from Deutsche Bank's Thematic Research Team discusses his top five ideas for the second half of 2023. He says that this year has been completely upside down compared with what investors expected in January. This is because people were just so scared by the market volatility and the losses of 2022 that they crowded into the trades that worked, he adds.

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