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Thematic Equities - Latest News

How Robeco invests in the fintech era

The fintech strategy does not invest in cryptocurrencies mainly because it’s not regulated

Templeton manager reveals top tech bets

Franklin Templeton’s strategy is very underweight hardware companies and equal weight semiconductor firms

Pictet AAA-rated manager still finds value in tech sector

The Internet sector has underperformed and trades at reasonable levels versus other tech sectors so far year to date

Credit Suisse transfers luxury fund to Lombard Odier

The Global Prestige fund invests in 30 to 40 stocks of companies focused on luxury or prestige products and services with premium brands

Water universe: 250 investable names

Water scarcity is in fact a top risk identified by governments, corporations and academia in Asia

Aberdeen Standard: no changes to Asian equities team

Devan Kaloo, global head of equities, leads the group’s equity division, which has over 180 investment professionals managing $161 billion of assets

ESG investing is still nascent in Asia

Offering ESG products targeting the wealthy millennials makes sense for the long term, says Natixis

Private banking clients eye security funds

The Pictet-Security fund is gaining strong interest from affluent investors in Asia

GAM fund managers bullish on four big themes

Specialists at GAM highlight the top plays in the investment space for 2018

Word on the Tweet: the top fund managers to follow

Social media can give a snapshot into a fund managers' thoughts and feelings, here's a snapshot of who to watch.