Macro Themes Lead to Micro Ideas

One common strategy among investors is “thematic” investing, whereby investors identify major trends occurring in the economy which look sustainable. This is also referred to as “top-down” investing. The line of thinking continues with determining which specific companies should benefit from these trends. There are more obvious, consumer/retail trends like yoga pants or Electric Vehicles.But there are also less obvious trends which we highlight here. Additionally, there are Microcap companies, somewhat lost ...