Cathie Wood’s Ark Innovation ETF—the most well-known “thematic” ETF—had lost half its value by mid-February, reports an article in Financial Times, as investors continue to sell their shares in droves.…
Tag: Investing Themes
David Herro on What Has Changed in International Markets Since the 1980s
Morningstar’s Katie Reichart recently interviewed David Herro, Manager of Oakmark International, to discuss how international investing has changed, or not, since the 1980s. Here are some highlights: Herro said that…
Jeremy Grantham on the Next Big Investment Drivers
In a recent interview with Wealth Management.com, the founder of management firm GMO shared his insights on how the market has changed and where opportunities are going forward. Between 1935…
