Video: Investing in global themes

Watch Tom Montagu-Pollack of Cazenove Charities in conversation with specialists in three of our favoured themes; technology, healthcare and the energy transition. While Covid-19 has accelerated many of the trends driving growth in these sectors, we believe the opportunities remain compelling.

05/11/2020
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Authors

Tom Montagu-Pollock
Co-Head of Charities and Fund Manager
Jennifer Martin
Global Equity Portfolio Specialist
Charles Seidman
Managing Director
Alex Monk
Global Renewables Analyst

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This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.

All data contained within this document is sourced from Cazenove Capital unless otherwise stated.

Authors

Tom Montagu-Pollock
Co-Head of Charities and Fund Manager
Jennifer Martin
Global Equity Portfolio Specialist
Charles Seidman
Managing Director
Alex Monk
Global Renewables Analyst

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.