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Thematic Investing

From Asset Allocation / Thematic Investing June 18, 2018

Wealth managers go green to make an impact with next generation

Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

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Putting a family fortune to work for the greater good

James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries

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From Asset Allocation / Thematic Investing April 17, 2018

Private bankers respond as clients go green

Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development

Stephanie Luedke, Citi Private Bank
From Asset Allocation / Thematic Investing January 2, 2018

Sustainable investments strike chord with female clients

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

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

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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