Every December, financial journalists sharpen their pencils and write about the biggest themes that will drive market returns over the next year. Indeed, thinking about and rationalising investment markets through a set of themes is a powerful way to convey some very succinct messages. For instance, the theme that the internet would change the world was one that found favour with a large number of investors leading up to the turn of the millennia. Globalisation and the idea of an interconnected economy is another theme that has been relatively popular in financial market discourse for decades… to view the full article, please click here.
There is Always The Next Big Thing
