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THE END OF GLOBALIZATION IS A GAME-CHANGER FOR MARKET LEADERSHIP CREATING NEW WINNERS AND LOSERS
Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 -The End of Globalization, he makes his case. And yes, he is talking about 2029!
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MEGA INVESTMENT TRENDS INFLUENCING MARKETS WITH GREAT GLOBAL INVESTOR BILL WILBY
As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets.
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GET YOUR FINANCIAL HOUSE IN ORDER WITH PERSONAL FINANCE GURU CHRISTINE BENZ’ FINANCIAL TO-DO LIST!
At the beginning of every new year or at tax time when I am under the IRS deadline gun, I vow this year is going to be different and I will finally get organized and make decisions over time instead of at the last minute.
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NOBEL LAUREATE ROBERT SHILLER EXPLAINS HIS THEORY OF NARRATIVE ECONOMICS, HOW POWERFUL STORIES INFLUENCE THE DIRECTION OF THE ECONOMY
Happy New Year and Happy New Decade! What will the 2020s bring? As J.P. Morgan famously said: “Stocks will fluctuate.” In 2019 they fluctuated mostly higher and the U.S. was still the place to be. Tech giants such as FANG’s Facebook, up 56%, Google’s parent Alphabet, up 29% and Amazon.com up 23% propelled the NASDAQ 35% higher. The S&P 500 rose nearly 27% and the Dow Jones Industrials advanced over 22%, all trading in record territory.
It was pretty much a year for stocks all over the world, which is, of course, bringing the doomsayers out in droves. An excellent article on the front page of The Wall Street Journal’s Year-end Review & Outlook section is a good example. It’s titled: “Japan’s Lost 30 Years Give Pause To Those Looking at The U.S.”
What are the stories propelling economies and markets in 2020 and the decade going to be? It’s a podcast conversation we had with Nobel Laureate economist Robert Shiller about how important powerful narratives driving the economy are.
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HOW EASY MONEY, CHINA SLOWDOWN & BREXIT ARE TRANSFORMING THE GLOBAL ECONOMY & INVESTMENT CHOICES
Since launching WEALTHTRACK in 2005 we have asked economic legend Ed Hyman to share his new year forecast with us, which he has done pretty much exclusively since the beginning. We also invite a leading portfolio manager to join him. For the fourth year in a row, First Eagle’s Matthew McLennan is doing the honors.
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