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Thematic Equities - Latest News

China’s technology sector has hit a rough patch

Chinese tech investors are being selective, and are buying the dip in certain companies

The biggest headache facing ESG managers

Clearing the misconceptions that investors would need to give up returns to invest in ESG funds remain one of the biggest headaches facing ESG managers

BNP Paribas opens up ESG funds to wider audience

The two ESG funds are already available for sale to accredited and professional investors in Singapore and Hong Kong

Top performers in the consumer discretionary sector

Managers are increasing their exposures to the e-commerce and digital payments sector amid changes in consumer spending patterns and the shift to online shopping

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