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Thematic Investing

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Supertrends pave way to a post-Covid world

Private banks have identified a number of investable ‘supertrends’ to help structure client portfolios

Didier Duret

Private View Blog: What is wrong with private banks' approach to thematic investing?

Client portfolios loaded with thematic investments tend to be highly correlated. It is time for a new approach, argues Didier Duret

Nick Peters, Fidelity

Lockdowns lend weight to thematic investing approach

Thematic funds have enjoyed a successful 12 months in terms of both inflows and performance 

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Global Asset Tracker: Connecting tech trends with sense and sustainability

Elisa Trovato provides analysis of the Global Asset Tracker 2021 survey, highlighting the themes on investors’ minds as we move into the “the next economic revolution”

Deforestation

BlackRock's deforestation policy still falling short

Research highlights gap between environmental guidelines and standards at world's largest asset manager

Anne Simpson, Calpers

‘There's a letter missing in ESG’

We have environmental, the E; social, the S; governance, the G – but there's no F for finance, argues Anne Simpson from Calpers

Adam Bendell, Toniic

How alignment can create impact for ESG investors

The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic

Wind and solar

As clients open up to ESG, what role should wealth managers play?

There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments

Jeffrey Sacks, Citi

‘Unstoppable’ trends find favour in uncertain world

Thematic funds had been gaining in popularity before the Covid-19 outbreak and as investors struggle to imagine what the future may hold, their appeal looks likely to grow  

Jackie VanderBrug, Merrill and Bank of America Private Bank

Pandemic likely to accelerate push towards ESG investing

The Covid-19 crisis is putting companies’ dealings with their employees and society at large under the spotlight

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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