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
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.
Developments in healthcare provision and technology
The bigger picture on digital disruption
This month: Pictet Asset Management’s Shaniel Ramjee
The importance of identifying ‘tomorrow’s sectors’
Pictet Asset Management highlights the areas of digital offering the most compelling investment opportunities.
We are now a decade on from the Global Financial Crisis and special measures, in the form of low interest rates and other stimulus, remain in place across much of the world.
Which companies are bridging the generation gap?
And which are the laggards?
Which future listings should investors watch out for?
Improving checks and balances to make sector thrive
What is stopping companies making green strides?
Technology and politics among key themes
Unlisted firms should be given access, manager urges
Which tech firms and trends are blazing a trail?
Available to wider range of investors
Going against the grain
Which areas can make a difference?
The popularity of ESG investing has grown significantly in recent years.
How machine learning can enhance ethical investing