Are there any ETFs or funds in the US or European markets that are using this kind of narrative grouping? Are thematic ETFs achieving something similar?
Also, thematic funds and ETF usually play only one narrative or theme. I know of no funds that rotate through themes and narratives as you would need. I once worked in lunching one such fund but for reasons I won’t bother you with it was canned two weeks before launch.
Thanks for the article, that looks quite interesting! May I know the name of the paper?
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3895100
Are there any ETFs or funds in the US or European markets that are using this kind of narrative grouping? Are thematic ETFs achieving something similar?
I am not aware of any funds in the Us or Europe. China yes, but not here
Also, thematic funds and ETF usually play only one narrative or theme. I know of no funds that rotate through themes and narratives as you would need. I once worked in lunching one such fund but for reasons I won’t bother you with it was canned two weeks before launch.