In association with the thematic investing pioneers Pictet Asset Management.
Thematic funds focus on some the world's fastest-growing industries such as robotics, clean energy and digital technologies. The specialist companies in these segments offer some of the most attractive investment opportunities and, as a result, investors are increasingly turning to thematic funds as an alternative to traditional global equity portfolios
What factors are shaking the sector at its foundations?
Unigestion is using machine learning to "extract patterns"
MSCI has launched five thematic indices tracking the performance of long-term megatrends that are set to impact society and the economy in the future.
New product to feature ESG integrationand negative screening
Dedicated to sustainable urbanisation theme
Pictet Asset Management explains how working with robots is the future of industry.
Deeper insight into potential investors' behaviour
'Natural evolution' away from traditional financials companies
Manager praises Global Equities Focus fund outperformance
Bitcoin addresses now in US sanctions lists
High-profile eco campaigns among factors behind spike in returns
Shifts in attitudes to sustainability
Sustainable Family will offer best-in-class and sustainable thematic funds
Awards lunch takes place Friday 18 October
Fouth impact fund
Traditional food consumption is changing
Pictet Asset Management explains how every aspect of the thematic portfolio construction process is geared to helping investors secure better returns from their equity investments.
Traditional analysis underestimates biggest risks facing companies
Trade concerns no deterrent to manager's outlook
Pictet TR-Sirius offered externally for first time
Spread of new technologies
Is intermediary role 'less important'?
Sustainability, geopolitics and the 'Woodford liquidity crisis'
Inaugural event takes place on 5 December
Waste management and healthcare among big topics
Fund to be renamed the Prusik Asia Emerging Opps fund
Disruptors move in on asset management
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.
The stockmarket has been challenging for value investors over the last few years and this May was particularly difficult.