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Thematic Equities - Latest News

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.

Templeton manager reveals top tech bets

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

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.

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

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.

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

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.

LOIM takes on Credit Suisse's A-rated global equity PM and fund

Lombard Odier is planning to launch a fund for the new hire and the existing assets following a deal with Credit Suisse.