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By Richard EDWARDS, Portfolio Manager, ING Private Banking
From Shakespeare’s play Romeo and Juliet, there is a well-known phrase: “What’s in a name? That which we call a rose. By any other name would smell so sweet”. In the context of the play, this phrase has a quite specific meaning. More generally, however, we could interpret it as saying that the name of something is not what is important. It is the underlying character, or contents, which counts.
Thematic investing can be marketed under many names but investors perhaps need to identify a solid underlying philosophy in order to be sure to avoid the hype and story-telling of a short term trend. Over the past decade or so, thematic investing has increased in popularity. Many products have...
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