And the China milk story was big thing a few years back. Because you spoke about milk, so something we don't really necessarily categorize as a thematic.ĭale: So we looked at the big trends over the last five years, the things that people were really willing to put some money behind because they were very excited about where that was going to go. And so one of the really interesting points you made during the presentation was that there's this stereotype of the types of people that invest in thematics and we know the stereotypical thematics like lithium, but could you talk a little bit about the story about milk. ![]() That's what our investors get really excited about. And it tends not to be a stock, it tends to be a story, a theme, a trend that is going to change the world in some way, change the market and grow a whole new market that people didn't know about before. That's a bit harsh, that they like to have a piece of in their portfolio with the idea that that is going to be the next big thing, right. Gemma Dale: So what I was talking about was the trends that our investors like to take a punt on. So could you start with maybe what a thematic is? Just saw a little bit of your presentation, it was awesome. She's the Director of SMSF and Investor Behavior at nabtrade. We're here at the Morningstar Investment Conference for Individual Investors, and I'm here with Gemma Dale. ![]() ![]() Shani Jayamanne: My name is Shani Jayamanne, I'm a senior investment specialist, at Morningstar Australia.
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