SpletThematic equities have on average outperformed global equities. By contrast, specialised firms – sometimes known as “pure play” companies – typically have a much clearer view … Splet13. apr. 2024 · Global equity markets took heart and the more optimistic mood was boosted by China’s reopening and falling wholesale gas prices in Europe. Markets were led higher by investments that lost most in 2024, with US-listed unprofitable technology companies rising 37% in the first five weeks of 2024, having fallen by 60% to their lowest point in 2024.
Water Strategy - Thematic Equities - Impax Asset Management
SpletThematic Equity Investing Thematic investments Choose from a range of pure-play solutions oriented toward the robust and forward-looking themes that will define the coming decades in investing and beyond. Investment strategies Cut through the short-term noise and focus on the big picture. SpletPictet tops up Meta exposure for €1.2bn thematic fund Swiss group's thematic equities head said the 25% drop doesn't impact the team's long-term case for the social media giant. Read More sunday through saturday calendar pdf
Equity - Global Themes Thematic Equities Fund & Fund Manager …
SpletValérie Oelhoffen has been with Rothschild Asset Management since 2010, and works on the management of the thematic and diversified equity funds. She has 10 years' experience in European equities, seven years in co-operative credit in the management of European and ethical actions, and three years in bond management. SpletOur thematic, forward-looking portfolios aim to invest in some of the most compelling trends and technologies identified by our thematic equity investment experts. We manage over $11bn of assets across thematic equities (as at 30 September 2024). Our investment solutions allow investors to target specific themes or regions of interest. SpletPictet thematic equities team. Located in Geneva, Switzerland, the Pictet thematic equities team is a pioneer in thematic equities. Having started over 20 years ago, they’re now … palm county hoskote