Demographics are shifting in one direction and cost pressures are only going to rise
Two themes transcended geographies and business sectors to top investor preference
The firm has made 66 hires so far in 2021
But is future growth already priced in?
Living longer brings with it a host of challenges
AUM of global equity fund grew 133% and climate fund by 40% in the past year
Thematics AM now manages $1.3bn in thematic strategies since the firm launched in 2019.
Pictet and Allianz explain essential features of thematic portfolios
But strategies need to be carefully devised, says Morningstar
Asset managers are increasingly repurposing underperforming funds into ESG products to jump on the sustainable investing trend, but an announcement this week from Franklin Templeton Investments has taken the process to new heights as it repositions a global equities fund into a thematic climate change product.