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Thematic Investing

Investing in impact bonds

Jessica Zarzycki, portfolio manager, ESG/impact fixed income at Nuveen, speaks to PWM about how investors can achieve sustainable outcomes without sacrificing competitive returns

Investing in sustainable real estate

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios 

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Investing with impact across asset classes

Amy O’Brien, Nuveen’s global head of responsible investing, discusses how investors can effectively address social and environmental issues using their portfolio

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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”

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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

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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