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Thematic Equities - Latest News

Gabelli warns of 20% market correction in 2018

Portfolio manager Mario Gabelli has called a market correction in 2018 as well as record M&A activity.

Fund Flash: Fidelity names global AM boss; Asia fund soft-closure; Energy fund launch

Citywire Americas rounds up the biggest news in the funds and Ucits investment universe as reported by Citywire’s global publications this week.

Best buys: LatAm fund selectors' top investment calls of 2017

Citywire Americas' Samantha Muratori asked Latin America’s selectors what bets best paid off for them in 2017.

BlackRock expands iShares offering for Chile AFPs

The US titan has added a series of funds to the list AFPs can invest in.

R2-D2 is real! Top robotics themes to watch

Manager of AXA’s robotics fund highlights the key trends to take advantage of in the growing sector.

The biggest money-making US funds since Trump won

Which funds have taken advantage of the post-Trump win market cycle to generate the best returns?

Tapping tech's sweet spot: top PM's stock-picking guide

Columbia Threadneedle's Paul Wick can spot a fad a mile away. The veteran tech manager reveals why it's better to be an investor rather than a tech guru to succeed and how he’s playing the iPhone era.

OK Computer: Chilean regulator approves robotics fund

The regulator also approved funds by Ucits by regional firms.

Infrastructure PM reveals his three main bets in Brazil

First State’s deputy head of global infrastructure revels his best Brazilian bets.

Veteran Franklin equity PM to exit

Philippe Brugere-Trelat, a 23-year veteran international equity manager, will retire from Franklin Templeton in May 2018