thematic investing

Morningstar's Kenneth Lamont: A look beyond the labels as defence funds boom

Funds

Morningstar's Kenneth Lamont: A look beyond the labels as defence funds boom

Middle East conflict adds new layer of focus

clock 11 March 2026 • 5 min read
ARK Invest Europe's Rahul Bhushan: Defence edges into core portfolio allocation status

ETFs

ARK Invest Europe's Rahul Bhushan: Defence edges into core portfolio allocation status

$11bn inflows in 2025

clock 19 February 2026 • 4 min read
Charles Schwab UK's Richard Flynn: Young UK investors leading thematic investing charge

Investment

Charles Schwab UK's Richard Flynn: Young UK investors leading thematic investing charge

At a 'tipping point'

clock 17 June 2025 • 3 min read
Jupiter expands systematic equity range with five thematic funds

Funds

Jupiter expands systematic equity range with five thematic funds

Run by Amadeo Alentorn

clock 29 January 2024 • 1 min read
Event Voice: Your Questions Answered by Mirabaud Asset Management

Event Voice: Your Questions Answered by Mirabaud Asset Management

clock 04 January 2024 • 3 min read
Partner Insight: How to access the opportunity in cyber security?

Investment

Partner Insight: How to access the opportunity in cyber security?

The costs and scope of cybercrime are rising, and investors can seize a long-term growth opportunity.

clock 21 November 2023 • 1 min read
Deep Dive: Thematics offer diversification but investors must consider bond sensitivity

Specialist

Deep Dive: Thematics offer diversification but investors must consider bond sensitivity

‘Dedicated specialists’

clock 06 April 2023 • 4 min read
Robeco appoints global head of thematic investment

People moves

Robeco appoints global head of thematic investment

Ralf Oberbannscheidt joins

clock 31 March 2023 • 1 min read
Morningstar IM's Coop: Cooling of ESG euphoria presents an opportunity for investors

ESG

Morningstar IM's Coop: Cooling of ESG euphoria presents an opportunity for investors

‘Naive’ initial stage of ESG is over

clock 06 July 2022 • 2 min read
A systematic approach to thematics

Investment

A systematic approach to thematics

Moving to mainstream

clock 30 March 2022 • 3 min read
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