thematic investing

As technology stocks pass their dotcom peak, Josh Spencer, manager of the T. Rowe Price Global Technology Equity fund, identifies six key disruptive megatrends within the sector.

The rise of semiconductors

Are banks 'too big to change'?

Warning ahead of Climate Progress Dashboard launch

Managers from Investment Week's Thematic Investing Breakfast Briefing discuss the drivers and risks for these strategies.

Can improve efficiency and decision making

Sanlam Global Investment Solutions has transferred the management of its UCITS Managed Risk fund to artificial intelligence specialists AI Machines to create what the firm believes to be the first balanced fund that is 100% driven by machine learning...

Rathbones' asset allocation strategist Ed Smith looks at the impact of technology on the workplace.

As revealed by RWC EMs team

Reporting against UN sustainable development framework