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Thematic Equities - Latest News

‘Facebook's far from done’: inside Pictet star’s €2.6bn fund

Sylvie Sejournet reveals where she is positioning and why she isn't a simply a variation on the firm's giant robotics fund.

Pictet WM CIO's lesser-known ways of tapping themes

CIO Cesar Perez Ruiz reveals the group's edge on spotting themes.

How Robeco invests in the fintech era

The fintech strategy does not invest in cryptocurrencies mainly because it’s not regulated

This week on film: five videos you might have missed

Mobius, Hasenstab and more. Find out who sat down with Citywire Selector this week.

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.

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.

Templeton manager reveals top tech bets

Franklin Templeton’s strategy is very underweight hardware companies and equal weight semiconductor firms

Pictet AAA-rated manager still finds value in tech sector

The Internet sector has underperformed and trades at reasonable levels versus other tech sectors so far year to date

What Devan Kaloo thinks you’re overlooking in EMs

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

Credit Suisse transfers luxury fund to Lombard Odier

The Global Prestige fund invests in 30 to 40 stocks of companies focused on luxury or prestige products and services with premium brands