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Thematic Equities - Latest News

AXA IM's five stocks to play the auto tech revolution

Five unexpected companies that are in the driving seat of tomorrow’s automotive industry

The inside track on thinking outside the box

Selectors want innovation but how are PMs planning to meet this growing demand? Citywire Selector finds out.

Old guard, new ideas: Axa IM’s Gleeson on e-commerce growth

VIDEO: Established firms will be forced to adapt more quickly as digital natives make their presence felt.

Eleven selectors name their favourite team-run funds

Sometimes two heads are better than one but who are top fund buyers backing? Find out here.

Funds in focus: David Pinniger’s Polar Biotech fund

We take a closer look at what makes the fund of Polar Capital's specialist strategy tick.

€45bn pension fund awards AM firm ‘green impact’ mandate

Swedish pension AP7 expands sustainable goals with new strategy.

The top eight natural resources managers revealed

Citywire Selector takes a closer look at the best-performing names in the sector over the past three years.

Nordea switches lead PM on emerging consumer fund

Lead manager steps back after one-year stint to assume analyst post.

What Devan Kaloo thinks you’re overlooking in EMs

Standard Aberdeen stalwart talks about developing world’s changing composition.

Political pitfalls punish JPM’s Europe Dynamic team

JPM’s John Baker says off-kilter stock calls were the reason for underperformance in the €1.5 billion fund.