Unique Research - Investment Themes by Decade
Updated: Sep 21, 2021
As we close out 2020 we thought this would be an interesting graphic. The last decade was a great run for large domestic companies with growth stocks leading and the FAANGs in particular - which are also closing out this year strongly.
But looking back seven decades we see performance leadership has never repeated, a different asset class has emerged every time. Will this decade be different? We don’t know but a properly diversified portfolio would be the best hedge.