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Thematic Investing

From Asset Allocation / Thematic Investing October 25, 2012

Harvesting the growing interest in agriculture

A rising global population and changing diets make agriculture attractive to investors, but the asset class is still in its infancy and standard private equity models may not be the best way in

A more efficient way into the environmental sector

As global resources become scarcer, companies developing more efficient solutions look like attractive investments

Thematic thinking enters mainstream

Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy

Guy Monson, Sarasin & Partner

Building durable portfolios key to Sarasin’s approach

Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

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Thematic investing: the neverending story

The popularity of hedge funds and high yield investments will rise and fall, but the thematic approach appears to be a trend with staying power

From Asset Allocation / Thematic Investing March 26, 2012

Climate Change Roundtable

PWM invited seven leading figures in private banking and asset management to discuss the role climate change and sustainable investing considerations are having within the industry. Topics covered included the key drivers for sustainable investing and the prevalence of thematic funds

From Asset Allocation / Thematic Investing November 28, 2011

Factoring in the environment

With a growing population and climate change putting pressure on natural resources, asset managers are having to factor ESG issues into their investment decisions

Christophe Gruenig, Vontobel

Turning long-term trends into sustainable profits

The increasing demand for luxury brands and an ageing global population are two long-term trends that thematic funds are looking to target.

Richard Davis, BlackRock
From Asset Allocation / Thematic Investing September 1, 2010

Agriculture provides food for thought

A rising global population, increased wealth in the developing world and the growing biofuels industry all demand increased agricultural output, which a number of new funds are looking to target, writes Elliot Smither.

Burkhard Varnholt, Bank Sarasin

ESG principles move into the mainstream

As awareness of climate change issues increase, providers of SRI products are enjoying increased demand, with investors attracted by the impressive returns these vehicles have displayed. Ceri Jones reports.

Clive McDonnell, head of global equity strategy at Standard Chartered Private Bank, tells Elliot Smither why he is bullish on US stocks, cautious on Europe and how private clients are feeling this late in the economic cycle.

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