Alex Crooke, Fund Manager for The Bankers Investment Trust, explains how the uneven rollout of Covid-19 vaccinations has affected certain regions, highlights the sectors benefitting from the re-opening trend, and explores the challenges posed by thematic investing.

 

Thematic Investing - A top-down approach to investment, in which investors attempt to identify themes and trends based on their predictions of future performance, rather than making investment decisions based on past achievements of certain markets or assets.