Tag: episode_1630

A Game Changer for Market Leadership Creating New Winners and Losers – End of Globalization

January 24, 2020

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START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS

January 24, 2020

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) +48.3%
  • Brazil (Ibovespa) -26.9% (USD)
  • Gold +38.9%
  • U.S. Treasury Inflation-Protected Securities (TIPS) + 39.2%
    Commodities:

  • S&P GSCI -16.9%
  • West Texas Intermediate (WTI) – 23.1%

Watch the related WEALTHTRACK episode.

BERNSTEIN: INFRASTRUCTURE CRISIS

January 24, 2020

INFRASTRUCTURE CRISIS

Richard Bernstein is known for his macro calls and asset allocation skills. He is raising the alarm about the deteriorating state of infrastructure investment in the U.S. and its consequences.

Watch the related WEALTHTRACK episode.

THE END OF GLOBALIZATION IS A GAME-CHANGER FOR MARKET LEADERSHIP CREATING NEW WINNERS AND LOSERS

January 24, 2020

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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