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Investment Perspectives | Long-Term Thematic Investing

December 19, 2023
At a time of macroeconomic uncertainty, focusing on long-term structural themes could be a promising path for investors in 2024. 

For investment professionals only.

Watch Fabiana Fedeli, CIO Equities, Multi Asset and Sustainability, discuss how themes such as innovation, infrastructure and the low-carbon ecosystem, supported by long-term capital, could offer some insulation from the vagaries of the macroeconomic backdrop.

Capital at risk.