AXA IM adds Sarasin & Partners portfolio manager to thematic equity team
Megan Brennan spent seven years at Sarasin & Partners
Thematic
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Axa IM appoints healthcare portfolio manager
Catherine Tennyson joins from Point 72 Asset Management
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Candriam reveals thematic equities succession plan
Head of thematic global equity Rudi Van den Eynde set to retire in the first quarter of 2025
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Schroders adds two Article 9 funds to Global Transformation range
Thematic focus on circular economy and sustainable infrastructure aim to meet investor demand
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LGIM unveils Global Brands ETF
Partnering with valuation consultancy Brand Finance
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The stuff themes are made of
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
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Newton’s Paul Flood: When the stars align
Newton’s head of mixed assets investment talks about thematic investing, real assets, balancing risk and return, and the return to prominence of bonds as a portfolio diversifier
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‘In some ways, we are like a collective of successful boutiques’
Peter Walsh, head of Robeco UK, discusses thematic investing and building the brand of an asset management giant
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Is investing too tribal?
Andy Merricks, co-manager of the Margetts IDAD Future Wealth Fund, argues for a more geographically agnostic approach to investing
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Five themes taking centre-stage for ESG investors
Investing through a thematic lens is vital if we are to realise a sustainable world. Portfolio Adviser’s sister publication ESG Clarity talks to experts about the challenges and opportunities in five key areas
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Quilter Cheviot warns of risks associated with thematic funds
‘It’s hard not to draw the conclusion that investing thematically is a tough job’
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Thematic funds make their case in pandemic-hit markets
Pictet and Allianz argue thematic funds can be used as core holdings
