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.