Embrace thematic investment, steer clear of value play: CPR AM fund manager

Singapore

GIVEN challenging economic conditions, investors should steer clear of value stocks and look to long-term growth opportunities within thematic funds, which are expected to gain traction globally, said CPR Asset Management (AM) deputy head of global thematics equities Estelle Menard.

Thematic funds allow investors to park their money under particular themes influenced by macro trends in the world, typically driven by innovation or socio-economic factors.