Thematic Investment Strategies
Eric shares insights on significant investment strategies, including the impact of Japanese reflation and the concept of Dutch disease, which illustrates the economic pitfalls following a resource boom. He emphasizes the importance of thematic thinking in investment, noting how global trends, such as Chinese urbanization, can profoundly affect emerging markets. Additionally, he discusses the evolution of their approach towards more traditional commingled funds to better serve a diverse range of investors.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
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