Erratic markets accentuate 5 themes for NZ Super
Despite sudden and unpredictable structural shifts in the markets, NZ Super is keeping its eye on five thematic trends including multi-dimensional inequality and blockchain adoption.
Unpredictable drivers of change can be devastating to economies and markets, but they can also support and accelerate innovation and add momentum to global megatrends that provide opportunities to investors.
At AsianInvestor’s Thematic Investing Forum on March 24, Rishab Sethi, manager of external investments for the New Zealand Superannuation Fund — which manages around $40 billion in assets for the New Zealand government — discussed how a thematic approach to investment can futu…
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