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Thematic Equities - Latest News

Top China equity PMs name innovation areas to watch

Highly rated managers tell us how they are capitalising on the new phase of sustainable growth in Chinese equity.

AA-rated thematics PM: why we are not keen on e-mobility

The fund manager explains why other areas in his climate and environment investment universe look more attractive at the moment.

Exclusive: BlackRock targets fintech and future of transport in new thematic range

The asset management giant launches range of three actively-managed strategies and an ETF to tap megatrends.

The newly-rated names making waves in Alt Ucits

Citywire Investment Research takes a closer look at the top risk-adjusted outperformers.

Pictet overhauls thematics team as four senior PMs exit

(Updated) New managers assigned to Pictet-Water and Pictet-Digital funds while veteran and AAA-rated PM step back.

Franklin Templeton adds biology PhD to $2.3bn fund

US group strengthens biotech strategy with new recruit.

Fidelity revamps telecoms fund as infrastructure strategy

Asset manager broadens ‘pure play’ approach into wider investment vehicle.

AllianzGI launches Ucits version of $600m water fund

German group opens up thematic strategy to European market.

Invesco to boost US fund through tech strategy merger

Rolling together of funds set to increase IT coverage for regional approach.

AXA IM revamps health fund as ‘longevity economy’ strategy

Asset manager moves thematic fund to focus more on demographic change.