Why Thematic Investment Strategies Hit a Wall

Photo by Mick Haupt on Unsplash

In November 2001, Jim O’Neill, Head of Global Economic Research at Goldman Sachs, published an influential research report titled “Building Better Global Economic BRICs”, coining…

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I’m a Finance prof, CFA, and author of In Pursuit of the Perfect Portfolio (with Andrew Lo). I write stories about investing. (I don’t give financial advice.)

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Stephen Foerster

Stephen Foerster

I’m a Finance prof, CFA, and author of In Pursuit of the Perfect Portfolio (with Andrew Lo). I write stories about investing. (I don’t give financial advice.)

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