Bottom Billions Is Hottest New Investment Theme: BAML

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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 Burry Is Focused On Just On Commodity: Water Thematic Beats prefer Bottom Billions, Climate Change Against the backdrop of current market conditions and macroeconomic events, the BAML analysts have designed “Theme Watch” to assist investors in considering their…

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Mani is a Senior Financial Consultant. He has worked in Senior Management role in large banking, financial and information technology organizations. He has provided solutions for major banking and securities firms across the globe in the area of retail, corporate and investment banking. He holds MBA (Finance) and Professional Management Accounting Qualifications. His hobbies are tracking global financial developments and watching sports