Staying on theme with global equities
Many investors focus on the ups and downs of particular countries and regions, but in a globalised world themes are becoming an increasingly important factor in allocation.
This week, while David Thorpe enjoys himself in Portugal, Dave Baxter and Joseph Wilkins are joined by Natasha Ebtehadj who runs the Artemis Global Select fund, to discuss the themes which are driving her investment decisions.
In this edition of the Asset Allocator Podcast, which is sponsored by Artemis, they discuss the importance of scale, how she views the increasingly crucial semiconductor sector and why she has…
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