Section
Demographics
21 posts
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…
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…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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…
Lance Roberts: "It's Not Too Late To Change Our Future, But Eventually It Will Be ..."
by Lance Roberts of STA Wealth Management, This past Friday the Bureau of Labor Statistics released the November…