thematic investing

People moves

Robeco boosts trends and thematic team with portfolio manager appointments

Plans to expand team’s research resources

clock 04 February 2020 • 1 min read

Funds

Psigma's Becket: ESG 'investable for the first time in my career'

Mulling investment in Investec Global Environment fund

clock 22 January 2020 • 3 min read

Global

Ten policy proposals that appeal to a new generation

Key themes to generate much-needed growth

clock 22 January 2020 • 1 min read

Specialist

Update: TwentyFour AM launches sustainable absolute return credit fund

New product to feature ESG integrationand negative screening

clock 22 January 2020 • 2 min read

UK

M&G's Leaviss on the market trends to look out for

Which will evolve and which will wither?

clock 22 January 2020 • 2 min read

Equities

Millennial 'buy less, buy better' ethos changing the retail sector

In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.

clock 21 January 2020 • 2 min read

Global

BlackRock's Fink embraces sustainability as 'new standard' for investing

Commits to doubling ESG ETF options to 150 among other actions

clock 14 January 2020 • 2 min read

Fund management

Lombard Odier poaches thematic equities team from Robeco

Henk Grootveld to lead the team

clock 09 January 2020 • 1 min read

Global

Gallery: 11 outlooks for asset classes, themes and investing styles in 2020

Senior fund managers and economists discuss biggest headwinds and tailwinds

clock 09 January 2020 • 1 min read

Specialist

Four key investor themes for 2020 and beyond

5G, pharma, data and fuel efficiency

clock 06 January 2020 • 3 min read
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