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Thematic Equities - Latest News

Taiwanese tech fund to ride on AI, ADAS boom

Artificial intelligence and automotive electronics are expected to drive the future growth of the technology sector, especially in Taiwan

Long trade war better for Chinese small caps, says AAA-rated PM

Matthews Asia's Tiffany Hsiao argues that a drawn out dispute will bolster China's reliance on domestic players.

AAA-rated China PM: what drove my Q3 downturn

Tiffany Hsiao explains why government policy, not the trade war, is to blame for recent struggles.

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.

Climate change taking centre stage among asset managers

The transition towards a more sustainable global economy will lead to out-performance for well-positioned companies

US tech equities still a good bet despite high valuations

The US tech sector has offered the best growth over the past three years and the growth is expected to continue

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.