Thematic Beats

Bottom Billions Is Hottest New Investment Theme: BAML

After digging through the 50 largest holders of the Thematic Universe to assess their positioning relative to the active benchmark, BAML analysts report that investors increased exposure to Bottom Billions, Millennials and Water. Beijia Ma and colleagues suggest in their June 13 research piece titled “Rise of Bottom Billions” that investors should concentrate their portfolios in assets related to their firm’s long-term themes.

Also see Michael . . .


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