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HealthTech leading thematic performance
We report final performance numbers for Q3'2025 overall for our multi-asset strategy and for each thematic portfolio
Oct 7
•
Kirill Pyshkin
September 2025
Preliminary Q3’25 (to date) multi-asset strategy and thematic performance
Below we provide preliminary Q3’25 (to date) performance figures.
Sep 29
•
Kirill Pyshkin
The Battle for Quantum is heating up
UK/US ‘quantum bond” is particularly strong
Sep 21
•
Kirill Pyshkin
August 2025
August multi-asset and thematic portfolio performance
Our multi-asset portfolio and themes continue their strong performance
Aug 31
•
Kirill Pyshkin
July 2025
Thematics performance 1H'2025
Our thematics return is almost double that of our competitors
Jul 6
•
Kirill Pyshkin
June 2025
US Treasuries deserve another look
Israel-Iran conflict may open up a good entry point
Jun 17
•
Kirill Pyshkin
AI, Quantum and Data theme leads the risk trade resurgence
Analysis of our thematic portfolios performance in May and 2025YTD
Jun 1
•
Kirill Pyshkin
May 2025
Security and Defence bucks another outflow quarter for thematic equity
Analysing Morningstar's Q1’25 fund flows data
May 25
•
Kirill Pyshkin
Quantum technology
An industry at an inflection point
May 18
•
Kirill Pyshkin
Fighting the weak dollar
Some of our multi-asset thematic portfolios are up over +15% ytd in USD
May 11
•
Kirill Pyshkin
April multi-asset portfolios performance
Year to date +8.9%, including +4.6% in April in USD
May 1
•
Kirill Pyshkin
April 2025
Geoeconomics and multi-asset thematics
Our thematic multi-asset portfolios allow an expression of geopolitical views
Apr 28
•
Kirill Pyshkin
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