Thematic investing ‘moved up the sophistication ladder’
Institutional investors are increasingly shifting thematic investing into their core asset allocation as they see a fit with long-term asset-liability management strategies, according to Karen Kharmandarian, chief investment officer Thematics Asset Management.
Lazard AM: create your own asset classes today
Jai Jacob, managing director and fund manager in Lazard Asset Management’s multi-asset investment team, creates his own asset classes because traditional subdivisions no longer suffice. Most recently, he created sustainable agriculture. He also takes a different view of emerging markets because this universe has become predominantly China, just at a time when Chinese markets are reeling.
It’s all about themes for millennial investors
Millennials are more interested in thematic investing than other age groups. Especially funds that focus on sustainability, education, infrastructure innovation, food and urbanisation are popular with Generation Y.
This transpires from the results of a study by Schroders among 25,000 investors who plan to invest at least 10,000 euros in the coming year.