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Thematic Equities - Latest News

Taiwanese tech fund to ride on AI, ADAS boom

Artificial intelligence and automotive electronics are expected to drive the future growth of the technology sector, especially in Taiwan

Climate change taking centre stage among asset managers

The transition towards a more sustainable global economy will lead to out-performance for well-positioned companies

US tech equities still a good bet despite high valuations

The US tech sector has offered the best growth over the past three years and the growth is expected to continue

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