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Citywire Switzerland Magazine

Now there is a magazine designed and written exclusively for Switzerland's Independent Asset Managers.

Citywire Switzerland - Thematics Special - Nov 2020

Investors just can’t get enough of thematic funds. However, their ballooning popularity has led to some important dilemmas, which we explore in this issue. These include how to deal with concentrated portfolios and the risks that come with them and how to make long-term predictions.

To learn about how fund managers deal with these challenges, flick to page 10, where Camilla Giannoni looks into risk management in thematics.

On page 23, Fergus Horsfall explores the hotbed of different thematic funds in the technology sector, how they make sure that they offer something that more generalised technology funds don’t, and what they teach us about the difference between a sector and a theme.

The Best Ideas section in this edition has had a makeover, with ten top thematic managers, rather than the normal four. For investment tips from robots to the pet industry, head to page 16.

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