FT Logo Small.jpg

Thematic Quarterly Update

Friday 28 April
10.00am BST / 11.00am CET

Join Gregg Guerin, who will be sharing the latest updates on our themes as we look back on an eventful Q1.

We begin by asking if the recent global banking turmoil has created a shift in sentiment where investors are seeking safety in technology and broader growth themes. Join us for what 2023 could have in store for thematic investors, while covering topics such as:

  • Why the “cash is king” mindset amid an impending recession can potentially help investors, and how a thematic approach can lend perspective
  • What analysts’ expectations across indices reveal about the market
  • How AI stole the spotlight from the Metaverse, we look inside the AI hype-train at some real-world and established use cases where investors can profit
  • Why we think the pursuit of profitability really matters at this point in the cycle
  • How the blockchain theme could represent a balanced approach for this 2023 market backdrop


In addition, Gregg will briefly discuss the wider market environment and how it should impact some of our key themes.

We look forward to you joining!


Learn more
Register Now

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Praesent finibus luctus aliquam.

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Praesent finibus luctus aliquam.

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Sed ornare lorem vehicula, congue diam et. Donec varius volutpat convallis. Nam cursus. Quisque luctus tristique facilisis.

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Sed ornare lorem vehicula, congue diam et. Donec varius volutpat convallis. Nam cursus. Quisque luctus tristique facilisis.

Sed ornare lorem vehicula

Lorem ipsum dolor sit amet, consectetur

Sed ornare lorem vehicula, congue diam et. Donec varius volutpat convallis. Nam cursus. Quisque luctus tristique facilisis.

Sed ornare lorem vehicula

Lorem ipsum dolor sit amet, consectetur

Sed ornare lorem vehicula, congue diam et. Donec varius volutpat convallis. Nam cursus. Quisque luctus tristique facilisis.

Sed ornare lorem vehicula

Lorem ipsum dolor sit amet, consectetur

Sed ornare lorem vehicula, congue diam et. Donec varius volutpat convallis. Nam cursus. Quisque luctus tristique facilisis.

REGISTER NOW BY FILLING OUT THIS FORM.