Equity - Consumer Discretionary
‘Retail apocalypse’ pushes €2.1bn equity star into digital bets
Robeco’s Jack Neele is capitalising on a shift in tastes and online expansions.
Funds & Fund Managers
All calculations in USD, unless stated
| Average Manager Total Return : 18.2% (30 September 2017 - 30 September 2018) | ||||
|---|---|---|---|---|
| Total Return | ||||
| 1 of 10 |
|
25.1% |
||
| 2 of 10 |
|
22.9% |
||
| 2 of 10 |
|
22.9% |
||
| 4 of 10 |
|
21.1% |
||
| 4 of 10 |
|
21.1% |
||
| 6 of 10 |
|
16.2% |
||
| 6 of 10 |
|
16.2% |
||
| 8 of 10 |
|
12.5% |
||
| 8 of 10 |
|
12.5% |
||
| 10 of 10 |
|
6.8% |
||
| Managers with less than 12 months history are below. View 1 month performance | ||||
|
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GAM fund managers bullish on four big themes
Specialists at GAM highlight the top plays in the investment space for 2018
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