Mega Investment Trends Influencing Markets

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WILBY: OPTIMISTIC FUTURE

OPTIMISTIC FUTURE

Private investor Bill Wilby has been traveling and reading extensively since 2007 when he retired from managing the Oppenheimer Global Fund, which was ranked the number one global fund during his twelve-year tenure. He highly recommends two recently read books.

Watch the related WEALTHTRACK episode.

STICK WITH PUBLICLY TRADED SECURITIES

STICK WITH PUBLICLY TRADED SECURITIES

Signs of Private Equity Trouble

An explosion in the number of private equity firms:

• 106% increase in PE-backed companies in the decade ending 2017
• Net asset value of PE holdings up sevenfold since 2002

Watch the related WEALTHTRACK episode.