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Thematic Equities - Latest News

Netflix earnings show it’s a good time to buy, says A-rated PM

Streaming service shows resilience in face of Q2 underperformance and tech sell-off.

The E in ESG: what does it actually mean to investors?

Differing definitions pose a major challenge to wider adoption, according to specialists.

EdRAM promotes AA-rated manager amid a raft of senior changes

Edmond de Rothschild AM announces several changes in its senior team.

Blockbuster tech manager to exit Janus Henderson

Sector specialist overseeing several strategies to depart.

Pharma giant Acker battles back from performance woes

President Trump’s tweeting has sent many pharma investors reaching for the headache pills, none more so than Janus Henderson Investors’ Andy Acker.

Selectors' Choice: fund buyers name the top equity managers to watch

Fund selectors exclusively reveal their top equity fund picks.

The four most consistent cross-border tech equity funds

As the tech sector experiences a seismic shift, we look at the longer-term outperformers.

Top China equity PMs name innovation areas to watch

Highly rated managers tell us how they are capitalising on the new phase of sustainable growth in Chinese equity.

AA-rated thematics PM: why we are not keen on e-mobility

The fund manager explains why other areas in his climate and environment investment universe look more attractive at the moment.

Exclusive: BlackRock targets fintech and future of transport in new thematic range

The asset management giant launches range of three actively-managed strategies and an ETF to tap megatrends.