#238: Goldman Sachs – How do investment themes reveal opportunities to investors?
Will Hobbs (Chief Investment Officer) speaks with Luke Barrs (Global Head of Client Portfolio Management, Goldman Sachs Asset Management) about possible investment themes, such as the prospects for a global manufacturing shift away from Asia, and how to gauge what investments are best positioned to thrive in a changing environment.
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#238: Goldman Sachs – How do investment themes reveal opportunities to investors?