A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
Amid extreme market volatility model portfolios outperformed the index, according to the Latin American & US Offshore Advisors Portfolio Barometer.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth
Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.
Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.
Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.
Our Portfolio Barometer looks at how Latin American & US Offshore advisor portfolios were positioned going into 2020.
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
Karen Kharmandarian, co-manager for the Thematics AI and Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.