Tuesday, September 18, 2018

Investing Demographics

Current investment philosophy suggests diversifying out of the U.S. and Europe. Here are a few reasons why:

Earnings from U.S. companies increased 4.5% in the U.S., 25% overseas.
India and China’s share of world GDP has increased six-fold since 1970.
The G7 nations share of global trade has declined from 50% to 30%. 
Populations in the West are aging rapidly. In the US alone, 10,000 people turn 65 every day… and will do so for the next dozen years. An aging population means less economic activity.
Over one-third of US jobs are expected to be automated over the next decade. But automation and advances in technology aren’t just affecting manufacturing workers. For example, financial jobs are very vulnerable.

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