Goldman’s “Pie Shift” Companies Are More Reliable Than Peers; “Confronting the Scarcity of Growth”Mani
Pie Shift - Structural micro trends which gradually change the composition of end-markets or "pie shifts" can provide well-positioned companies a reliable long-term source of growth, say experts at Goldman Sachs. Aaron Ibbotson and colleagues added four new pie-shift growers and dropped four in their Feb. 23 research note titled “Confronting the Scarcity of Growth,” based on a 2015 performance review
"Pie Shift" companies can deliver better than peers
Ibbotson and team point out that “pie shifts” are their attempt to use the . . .
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