S08E07: Bruce Main. Future themes coming back to the fore.
Bruce Main is our go-to guy when it comes to future investment themes. He first alerted listeners to the themes of genomic editing, AI and fintech in 2020. Some of the shares in those industries have been smashed during the high interest rate period of the past two years. However, there are massive bases forming in many of those shares and they are looking poised for a break to the upside. Bruce takes us through the investment case for these futuristic investment themes. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.