Ollie
Smith:
Well
I
don’t
know…do
you
know?
(I’m
not
saying
you
should
know).
Well, I
mean,
they’re
thematic
funds,
the
money
could
be
anywhere.
Sorry.
If
you’ve
just
joined
us
we’re
having
a
bit
of
an
issue
because
there’s
millions
that’s
been
put
into
thematic
investment
funds
over
the
past
few
years
and
NOBODY
KNOWS
WHERE
IT’S
GONE.
I
am
being
obtuse,
of
course.
This
is
not
to
say
such
strategies
aren’t
legitimate.
Au
contraire.
But,
on
a
serious
note,
while
the
promise
of
thematic
investing
looms
large
in
the
mind
of
anyone
with
even
a
shred
of
optimism
for
the
future,
the
risks
are
also
high.
This
week
on
Morningstar,
we’ll
tell
you
all
about
it.
From
the
intrinsic
risks,
to
the
pockets
of
outperformance
where
thematic
funds
have
really
shone,
we’ll
help
readers
delineate
between
the
daring
and
the
disastrous,
taking
in
funds,
ETFs,
managers,
and
the
underlying
themes
themselves.
So,
to
business
then.
We’re
talking
water,
robotics,
artificial
intelligence,
carbon
capture,
and,
dare
I
say
it,
cryptocurrency.
I
now
have
to
decide
which
of
those
things
I
can
do
a
decent
impression
of
to
end
the
video.
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