Section
Demographics
24 posts
Gambling Epidemic: Gen Z Bets Against Their Future
by Lance Roberts, RIA The Gen Z gambling epidemic is quietly moving a generation’s money from the market…
October 12, 2026
The Kids Are Alright: What the Data Actually Says About Young People and Money
BCG's Centre for Macroeconomics delivers a counter-narrative on generational wealth that advisors and investors need to hear.
September 28, 2026
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.
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
August 25, 2026
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…
February 16, 2026
Wesbury: A Tale of Two Migrations
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
February 9, 2026
Beyond demographics
by Eugenio Alemán, Chief Economist, Giampiero Fuentes, Economist, Raymond James Chief Economist Eugenio Alemán and Economist Giampiero Fuentes…
July 10, 2024
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…
April 11, 2024
Quick Thoughts: Demographics are not destiny
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Kim Cahtechis, Investment Strategist, Franklin Templeton Institute More…
February 19, 2024
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…
July 21, 2022
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…
June 23, 2022
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…
October 21, 2021
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.…
September 18, 2021
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…
May 24, 2018
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…
May 2, 2016