Thematic funds

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.

Rolando Grandi, a fund manager with La Financière de l’Echiquier has highlighted the huge opportunities linked to the development of the space sector, with many companies expected to go public in the coming years.