Joanna Faith asks three fund selectors which themes are dominating their long-term investment decisions.
Caspar Rock, CIO of Architas Demographics Easily one of the most widely discussed trends of the past decade is demographics and longevity. Indeed, it is so powerful and fundamental that it links into several other topics through the impact it has on retirement planning and asset allocation. Among the more direct beneficiaries is the healthcare sector as so many more of us will be needing support into our old age. Our favourite pick in this space is the Polar Capital Healthcare Opportunities Fund. Emerging market domestic consumption This will continue to play out...
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