FYI: Thematic investing is a PIMCO specialty. This is the firm that developed the “new normal,” as well as the “new neutral” theses. In the April 2015 edition of PIMCO’s Viewpoint, Managing Director and Portfolio Manager Joshua Anderson provides a run-down of eight global macroeconomic themes, and particularly how they’re anticipated to impact the fixed-income and credit markets.
Regards,
Ted
http://dailyalts.com/pimco-lays-eight-credit-investment-themes-2015/