Thematic funds focus on secular trends that are transforming the world and creating a wealth of investment opportunities. But how does an investor separate the speculative from the sustainable trends? And where are the challenges if investors want to use thematic mutual funds as portfolio building blocks? Marije Groen talks about this with David Docherty, investment director Thematics at Schroders and Han Dieperink, independent investor and former CIO of Rabobank.

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