START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS Market leaders of one decade are frequently laggards of next and vice versa 2010s MARKET LEADERS (12/31/2009-12/31/2019) U.S. Stock Market: Large (S&P 500) +256.4% Mid (S&P 400) +230.6% Small (Russell 2000) +205.5% NETFLIX +4000% 2010s MARKET LAGGARDS (12/31/2009-12/31/2019) Emerging Markets (MSCI Emerging Markets Index) […]
START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS
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.
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Mega Investment Trends Influencing Markets
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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.
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.
REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS
REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS U.S. market has outperformed foreign markets over the last decade Trim some U.S. holdings and add to some overseas markets Consider markets you are underexposed to and/or are unpopular Watch the related WEALTHTRACK episode.