In an episode earlier this year, Howie Li and John Roe discussed what separates long-term investment themes from fads. As Howie explains, the enduring themes are those that are changing the foundations of how we live and work – from disruptive technology to the energy revolution and demographic shifts.

Yet capturing these themes in an investment strategy is not easy, so in this episode Howie addresses some recurring questions we’ve received from listeners and clients. How do we avoid companies exploiting thematic buzzwords for their own marketing purposes rather than genuinely innovating? What is the difference between a thematic and a sector-based investment strategy? How can investors integrate themes into their portfolios? Is it possible to time exposure to themes?

Howie covers all these challenging topics and more in this conversation, while also sharing practical examples of how we can put the theory of thematic investing into practice.

To find out more and read our full paper on thematic investing, visit: http://www2.landginvestments.com/disruptive-technology

· Howie Li, Head of ETFs

· Robert StGeorge, Content Manager

We want to hear from you! Email us at mark.chappel@lgim.com with your thoughts on the podcast and any suggestions of the guests or types of content you’d like to see covered.

This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.

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78: Thematic investing – Your questions answered