Section
Demographics
22 posts
The Ownership Economy: Why Capital Now Outranks Effort
What Kyla Scanlon's Most Ambitious Dispatch Reveals About the Structural Fault Lines Advisors Can No Longer Ignore
Financial Nihilism & The Trap Young Investors Are Walking Into
by Lance Roberts, RIA The article from the Wall Street Journal titled “Why My Generation Is Turning to…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Wesbury: A Tale of Two Migrations
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Gen Z Uprising
Labor markets are not keeping pace with young adult populations.
Beyond demographics
by Eugenio Alemán, Chief Economist, Giampiero Fuentes, Economist, Raymond James Chief Economist Eugenio Alemán and Economist Giampiero Fuentes…
How population decline could upend the global economy
by Jared Franz, Economist, Capital Group China recently joined the long list of countries that had more deaths…
Quick Thoughts: Demographics are not destiny
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Kim Cahtechis, Investment Strategist, Franklin Templeton Institute More…
Global Population to Hit 8 Billion this November. Here’s Where to Invest
by Frank Holmes, CEO, CIO, U.S. Global Investors Eight billion. That’s what the global population is expected to…
Don't Cry for the Most Wealthy
by William Smead, Smead Capital Management Dear fellow investors, Over the last four years, we have argued that…
Will the pandemic threaten the future of big cities?
by Jared Franz, Economist & Lisa Thompson, Equity Portfolio Manager, Capital Group You might think where you buy…
What if Millennials and Baby Boomers are One and the Same?
by Michael Antonelli, Managing Director, Market Strategist, Baird & Company There’s lots of things that drive stock markets.…
Demographics: The Growing Prime Working Age Population
by Urban Carmel, The Fat Pitch Summary: Demographics is a key driver of economic growth (and, thus, the…
Who wants to live forever?
Who wants to live forever? by ProjectM Online Steven Austad predicts the first 150-year-old will be alive by…
Kids Don't Care About Cars
by Bob Lefsetz, The Lefsetz Letter You mean I need a bigger engine and a swoopy style…
Nick Colas: Welcome To The Age Of The Online High School
Via ConvergEx's Nick Colas, Online high schools may not become the norm, and they might not bring graduation…