I love to think about the markets thematically. If I can identify a theme that is likely to persist, it uncovers a lot of different opportunities to invest and therefore a lot of “shots on goal.” One of the big themes in the market right now is the growth to value shift that is playing out. I have been pretty vocal in my views on global growth picking up, talking about my copper to gold ratio to anyone who will listen. The beauty of the theme is that there there a number of way to play it:
Geopolitics Trump the Themes
Geopolitics Trump the Themes
Geopolitics Trump the Themes
I love to think about the markets thematically. If I can identify a theme that is likely to persist, it uncovers a lot of different opportunities to invest and therefore a lot of “shots on goal.” One of the big themes in the market right now is the growth to value shift that is playing out. I have been pretty vocal in my views on global growth picking up, talking about my copper to gold ratio to anyone who will listen. The beauty of the theme is that there there a number of way to play it: