Thematic investing: the need for a targeted approach

“Thematics has become a bit of a buzzword,” said Rob Powell, managing director, head of thematic and sector strategy, Blackrock, speaking at the Qontigo Investment Intelligence Summit in London on 5 May 2022. Investors have always looked to the long term to justify short term stock selection - Rob Powell, Blackrock “People have seen growth in certain areas within the market and quite often they are just putting funds they don't know where to classify into a group called the