Vital signs to the past?
Expansion of thematic range
Biggest changes from the pandemic
Market innovation to continue
In partnership with ROBO Global
Car revolution stretches beyond Elon Musk
Part of its $2bn suite of global thematic strategies
Focusing on key enablers of new mobile tech
Macro events fuel energy debate
We are concerned that the coronavirus could prove to be a headwind to short-term economic growth. At the moment, it is not clear whether the crisis will last a few months or longer.
As Covid-19 sweeps across the globe, a recession looks unavoidable.
Managed by Bruce Glazer and Brian Barbetta
Renamed Carmignac Portfolio Green Gold
Exploring digital wallets and currency
AI, telemedicine and medical devices
Assessing their ESG credentials
ESG, diversity and thematic investment will shape markets
The benefits of a broader approach to portfolio management
Markets scrutinised since coronavirus outbreaks
Introducing new systems can provide companies with new opportunities
Technology is transforming every other industry. The beneficiaries of this are often not the businesses deploying the new tech – they are the ones spending the money and may reap little reward for it – but the technology companies supplying them.
Threat of slump in global economy
Collaboration with Government and industry to improve sector
Today's 'stockmarket darlings' still rich in profits
A question of obsolescence
Refinitiv monthly European fund flow report
New markets opening across the world
Companies must make good on ESG promises, manager argues
Identifying resilient themes
Ride-sharing app fortunes turn for the better