IM|Power Connect's first virtual touchpoint of the year, Best New Ideas - Global Economic Recovery was an invite-only event dedicated to connecting fund managers with leading fund buyers. Some of the brightest thinkers in investment management represented their perspective on the most prominent topics in the minds of asset managers.
In the below session, Rolando Grandi, Portfolio Manager, LFDE, presented Global multi-thematic strategy. Invested in international mid-cap equities, it focuses on the future leaders of our economy with two types of companies sought:
1. Companies at the beginning of the acceleration phase of their growth.
2. More mature companies, but whose business model is evolving through innovation. Some of the 'future' themes are for example, 'new lifestyles', 'robotics and automation', 'e-commerce', 'financial disruptors' and of course AI, the cloud etc.