Covid-19 Series - Podcast #18
Technology will be the greatest beneficiary of the Covid crisis and the changes it drives, concludes our Asset Allocation Team in one of our recent papers.
When we say ‘investing in robotics’, how do we define that at Candriam?
How has this investment theme performed in the Covid environment?
How does the new post-crisis world reshape the need for robots and innovative technologies?
Investing in robotics and innovative technology segment may not always be a quiet path during short-term rotations, and investors should remain agile during finite headwinds such as a value rotation. Hear why Nicolas Deltour sees a clearly positive long-term outlook for this megatrend investment theme.
With our guests:
- Nicolas Deltour, Head of Client Portfolio Management - Fundamental Equity
- Renato Guerriero, Global Head of Distribution & Member of the Executive Committee - Group Strategic Committee