The storied multiple takes a lot of flak, but maybe it has value after all.
Now the dominant energy source, despite the glamor of renewables, the day it will peak may be in 2050.
Bring on the exotica: Public pension plans are going lighter on stocks and bonds, as their alt ownership has almost quadrupled.
Fixed income now is their largest asset class, but this comes with a caveat. Sliding interest rates might thwart further improvements.
The millennials are big renters, but the next generation, Gen Y, won't provide as many work-force entrants. So multi-family housing investments aren’t great long-term.
If the Supreme Court backs beneficiaries over US Bank’s overfunded program, look for more actions against company retirement funds.
Higher demand and other financial sources should fill the gap, eventually.
As the metal shoots over $1,500 and looks to head higher, questions arise about its volatility.
The world’s second-largest economy seems destined to overtake the US over the next decade. At the same time, its growth rate is slowing.
Some of them aren’t as pretty as they look, by playing games with how fees are calculated.
A favorite arb maneuver is crowded out by a swarm of ETFs adding and subtracting stocks.
Topsy-turvy times aren’t a good fit for math-based models.
Bigger names like China and India get the attention. Then there are EMs one rung down, overlooked yet harboring breakout potential.
While stores are closing like crazy, courtesy of Amazon, what remains after the shakeout should be a decent investment.
A growing younger population and rich emerging markets could return it to life. Meanwhile, expect a decade or more of quiescence.