Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors, sub-advisor to a consumer-oriented strategy at Rational Funds. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric is a frequent writer about the power of the consumer spending theme and global consumption trends. He is a brand consultant and leads the Alpha Brands Consumer Spending Index committee. He holds the Series 7 and 66 licenses.
I don’t remember a time when the macro environment has received as much attention as it does today. Perhaps this is understandable given how weak global economic data has been and how much money has flowed into negatively yielding bonds.
Let’s move away from the macro news this week and talk about something very important: Demographics. To illustrate this topic, let’s look at 1982 as a start date.
[vc_row][vc_column][vc_column_text]I don’t know about you but I’m getting tired of seeing nothing but doom and gloom in print, on social media, and on the news. Yes, the global economy is…
There is a global slowdown happening, particularly in the manufacturing sector. On the other hand, consumers, particularly in the U.S., are still healthy but on the margin the economic data has gotten less optimistic.
As consumers, we work in order to spend our hard-earned money daily on both essential and discretionary products and services. But have you ever given it a thought to connect the dots between your spending patterns and your investment decisions?
As one would expect euphoric periods offer poor returns and periods with horrendous sentiment tend to offer more attractive returns. Let’s see where the crowded trades are now.
Hypothetically speaking, if you had to invest in a particular area of the U.S. economy, which do you think would offer the best investment opportunity?