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  • James Dunn

Cautionary tales on thematic investing in alternatives

Thematic investing has long been a source of fascination for investors, offering the promise of outsized returns driven by major structural shifts. Yet, as three seasoned professionals—Jamie Nemtsas of Wattle Partners, Will Hamilton of Hamilton Wealth Partners, and Peter Johansson of JCE Advisory—discussed, the reality is far more complex.

James Dunn | 17th Mar 2025 | More