Andrew Sharp-Paul Profile
Andrew Sharp-Paul
Investment Director
Singapore
1160370731

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How a thematic approach can help harness change within portfolios

Multi-Asset Strategist Supriya Menon and Investment Director Andrew Sharp-Paul discuss why a thematic approach can help harness change within portfolios against a structurally different macroeconomic backdrop.

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Supriya Menon

Andrew Sharp-Paul

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Article
2024-07-31
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Thematic exposure Equity Disruption Brand Active management Sustainability Article
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A theme is not an index

Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."

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Dáire Dunne, CFA

Andrew Sharp-Paul

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Article
2023-12-31
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