All thematic investing articles – Page 2
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Special ReportSpecialist Investment Managers 2015 - PenSam
Judge’s comment: “Other schemes might identify the return source, fail to find a manager and give up. Not these guys. To set up their own programme is very innovative.”
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Special Report
Thematic Investing: Variations on a theme
There are as many definitions of thematic investing as there are thematic investors. Martin Steward asks how significant themes really are as drivers of managers’ risk
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Special Report
Thematic Investing: Themes or fads?
Thematic investing in public markets is often biased towards small-caps with emerging business models or technologies. But Joseph Mariathasan finds that the process does not translate smoothly into private equity
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Special Report
Thematic Investing: Beloved, unloved cleantech
The market-wide sell-off, competition from Asia and the debacle at COP15 has put a dent in the cleantech theme for now, finds Nina Röhrbein. But this only makes the still robust long-term story look better value
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Special Report
Thematic Investing: Specialists or generalists?
There is more to sector specialist long/short equity funds than systematic sector risk, finds Stephane Macresy
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Special Report
Thematic Investing: Nothing gained?
Venture capital has limited capacity, lacklustre returns and a mysterious risk profile that does not reward diversification. Martin Steward tries to find a place for it in pension fund portfolios
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