The exponential rise of mutual funds designed to track stock indices has been one of the drivers behind the re-concentration of ownership of listed companies in the U.S.. Due to the high concentration of the passive index funds industry, the three leading passive fund managers (BlackRock,...

Thematic strategies have gained a lot of traction and popularity since the world economy underwent a massive transformation caused by an impactful macro event. Analysts and investment managers emphasize that some industries affected positively by the change in business conditions could generate...