Join us for our Thematic Quarterly webinar as we review the first quarter of 2024 through a thematic lens, uncovering the latest potential investment opportunities.

From AI advancements to commodities trends, we'll employ our thematic investing approach to assess market dynamics and identify potential avenues for portfolio diversification*, as well as opportunities to capitalise on emerging growth trends.

This quarter we will cover:

• Exploring the latest developments in Artificial Intelligence following its monumental "Woodstock" moment. Where might genuine opportunities for innovation and growth lie? Plus, an insightful assessment of the performance of AI investment themes.
• Examining why the clean energy sector has faced ongoing challenges in 2023 and whether signs of a turnaround are on the horizon. Plus, what makes the Smart Grid theme different?
• Assessing whether the IPO market is reopening for new issuances.
• Diving into the question of whether a new commodities super-cycle has begun, or if the recent surge is confined to specific commodities like copper and gold.

Secure your place now to gain invaluable insights you won't want to miss!

*diversification does not protect against loss