thematic investing

Markets

Out with the old, in with the new? Industries at risk from disruptive innovation

Which sectors will experience change quicker?

20 November 2020 • 1 min read

ESG

A green and pleasant landscape: Hunger for a low-carbon economy grows stronger by the minute

Green initiatives rise in popularity despite setbacks

18 November 2020 • 5 min read

ESG

Government promises to unleash net zero investment blitz with 10 Point Plan for a Green Industrial Revolution

New stimulus plan to jumpstart green recovery

18 November 2020 • 10 min read

Funds

Invesco rebrands US equity fund to capture thematic appetite

Invesco Global Thematic Innovation Equity fund

17 November 2020 • 2 min read

Equities

AI 'most compelling long-term opportunity' - WisdomTree survey

Beats biotech and cyber security

17 November 2020 • 1 min read

Funds

Premier Miton renames global equity funds to reflect new manager focus

Two funds become 'sustainable'

17 November 2020 • 2 min read

Equities

Lombard Odier launches Natural Capital strategy in partnership with Circular Bioeconomy Alliance

Portfolio of 40 to 50 companies

16 November 2020 • 2 min read

US

8AM's Merricks: A shoal of red herring or a flock of black swans?

Key questions investors need to ask to battle volatility

11 November 2020 • 7 min read

ETFs

LGIM expands thematic offering with Clean Energy ETF

Targeting companies aligned with UN sustainable goals

10 November 2020 • 2 min read

Equities

Managers bullish on payments as Covid-19 accelerates 'one of the most attractive secular trends'

Asia Pacific leading the way in cashless transactions

09 November 2020 • 5 min read

131415

Analysts split over Reeves' culpability in UK gilt chaos as US bonds follow suit

09 January 2025 • 3 min read

What the gilt sell-off means for pension schemes

09 January 2025 • 8 min read

FundCalibre's Juliet Schooling Latter: US mega caps are at a crossroads

09 January 2025 • 5 min read

Herald investment trust hits back at Saba over proposed cash exit strategy

09 January 2025 • 2 min read

Aviva Investors strengthens leadership team with head of fixed income research hire

09 January 2025 • 1 min read