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Thematic Investing

Joshua Freedman, BlackRock
From Asset Allocation / Thematic Investing February 18, 2016

Drilling for opportunities in landscape of cheap oil

Lower oil prices are here to stay, at least for the time being. What has caused this situation and how should investors be responding?

Steven Wieting, Citi Private Bank
From Asset Allocation / Thematic Investing February 4, 2016

Finding the investment opportunities created by lower oil prices

Oil prices are unlikely to recover anytime soon. This creates both winners and losers and there are investment opportunities to be found in both

Bertrand Gacon, Lombard Odier
From Asset Allocation / Thematic Investing January 6, 2016

Due diligence in the impact investing space

It is crucial that social impact is at the heart of what a fund manager is trying to achieve and is more than a ‘nice add-on’ to their traditional investment process

Jamie Black, Sarasin
From Asset Allocation / Thematic Investing November 18, 2015

Clients warming to Sarasin’s two-pronged thematic process

Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters 

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Using environmental, social and governance factors to protect client portfolios

Jacky Prudhomme, head of ESG Integration and Social Business Investments at BNP Paribas Investment Partners, talks to Yuri Bender about the evolution of responsible investing from negative to positive screening

Ana Haurie, Dexion Capital and Agricultural Asset Management
From Asset Allocation / Thematic Investing April 2, 2015

Appetite grows for equities with an agricultural twist

Global macro trends make the agriculture theme an attractive bet for long-term investors, and many believe equities rather than commodities offer the best way to gain access

Bolko Hohaus, Lombard Odier

Preparing portfolios for the next wave of disruption

Disruptive technologies can revolutionise the way entire industries operate, but are investors better off trying to pick out the new kids on the block or avoid those on the way down?

Sam Jeffries, Sarasin & Partners
From Asset Allocation / Thematic Investing April 14, 2014

Global tailwinds provide lift to investments

Identifying global trends such as the growing population or the rise of the tech sector can help in long-term portfolio management, but implementation still comes down to efficient stock selection

George King, RBC Wealth Management
From Asset Allocation / Thematic Investing October 25, 2013

Sustainable investments move into mainstream

Social and environmental concerns are driving investors towards sustainable funds, but research suggests they deliver impressive returns too

Robert Ruttmann, Bank Julius Baer
From Asset Allocation / Thematic Investing September 27, 2013

Investors eager to access African equities

Africa’s growth story is beginning to grab investors’ attention, but the continent’s stockmarkets are hard to penetrate meaning private equity may be the best route in

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Bitesize Global Asset Tracker

From PWM Research March 20, 2017

Allocators sense opportunities in Europe and Japan

Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities

Chart 6 growth opps

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