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Thematic Equities - Latest News

AXA IM makes radical thematics shift in equities research

Asset manager addresses existing models to include greater emphasis on thematics.

Morgan Stanley launches 'unconstrained' infrastructure fund

Head of listed real assets set to oversee new approach, Citywire Selector has learned.

PMs exit as Goldman Sachs merges US equity teams

Asset management arm of investment giant is streamlined.

The precious metals manager who returned more than 100% in 2017

Sector specialist produces six times his closest rival over the past year.

Union Investment unveils sustainable development goals fund

German asset manager launches strategy to invests in firms generating sustainable revenues.

Ex-Pictet thematics manager resurfaces at AllianzGI

German AM firm strengthens London-based portfolio management team with thematic specialist.

First State Investments launches sustainable infrastructure fund

AM firm seeks to tap listed potential in new strategy.

Five top investors reveal their disruptive tech tactics

How asset allocators are tackling demographic switches and internet innovation.

Edmond de Rothschild AM launches energy evolution fund

AM firm unveils thematic Ucits fund to target changing energy needs.

Ethical investors ready to stamp their mark on 2018

Specialists in the field spotlight the ESG themes that are likely to dominate investors’ discussions in the year ahead.