Sentences with phrase «secular trend»

The looming possibility of another oil price spike helps too, in addition to the underlying secular trend in oil demand and prices.

We take a long - term thematic approach and select investments to take advantage of secular trends that we identify.

However, the long - term secular trend is bearish.

You should invest in companies that have the ability to profit from secular trends.

The one thing that seems novel is thinking of this as the continuation of a very long secular trend — or secular cycle.

Instead investors with slightly longer investment horizons should use it a buying opportunity, particularly considering that several secular trends suggest that there are many more years of life in this cycle.

An average secular trend will last 20 to 25 years.

Each of these stocks has positive near - term fundamentals along with a long - term secular trend that is a play on the global issues related to sustainability.

● The best growth stocks should have the ability to profit from secular trends.

Sociocultural factors, such as family and peer relationships, self - esteem and coping style, and the impact of media and other cultural influences, are potentially modifiable and more likely to account for secular trends in incidence.

Comments: «We continue to believe that prospects remain good for economic growth to reassert itself as challenges are persistently met by concerted efforts of country officials and central bankers around the world aided and abetted by secular trends larger than the cyclical hurdles in the immediate path.

The rise of the Nifty 50 in the 1970s, Japanese stocks in the 1980s and U.S. real estate in the early 2000s were all based on secular trends that turned out to be cyclical.

The perspective of a long record helps in quantifying the contribution from internal variability, especially one with a period so long that it is often confused with secular trends in shorter records.

Given the cyclical nature of commercial real estate combined with current secular trends shaping the market, single - tenant real...

We therefore expect this to reverse and the downward secular trend to eventually reassert itself... Consequently, we think lower public investment has shifted the desired investment curve to the left by around 1pp, lowering real rates by around 20bps — a relatively small effect.»

This led the study to conclude,»... during these last 30 years the solar total irradiance, solar UV irradiance and cosmic ray flux has not shown any significant secular trend, so that at least this most recent warming episode must have another source.»

The Fund managers seek to identify companies for the Small Cap Fund's portfolio that are expected to experience growth based on the identification of long - term, measurable secular trends, and which, as a result, the managers believe may have potential revenue growth in excess of the gross domestic product growth rate.

I prefer to look for SECULAR TRENDS upon which we can model our approach.

«Advisers» use of [equity] ETFs has been supported by broader secular trends of fee awareness, regulation, and the maturation of advisory businesses,» the research suggests.

Given the cyclical nature of commercial real estate combined with current secular trends shaping the market, single - tenant real estate possesses innate features that can help companies — and landlords — weather change.

The current commodity - induced profits recession may be short lived, but the real secular trend growth rate in EPS should be much slower than the past quarter - century.

It explained that «the recent controversy enabled us to purchase a very unusual business franchise riding several powerful secular trends at a price - earnings multiple only a little higher than that of the overall stock market.»

«For the first time in probably 10 years, there's a key secular trend on which Microsoft is at the very forefront,» Weiss says.

«We remain positive into mega-cap earnings as our checks show continued healthy secular trends and underlying fundamentals, including strong growth in online advertising driven by mobile and video, accelerating e-commerce penetration, and solid travel data,» Anmuth wrote on Thursday.

As Chart 4 points out, a global sea change is well underway, and our positioning will continue to reflect this new secular trend.

With a broader view, however, it is evident that the decline in manufacturing is only partially in response to the rising exchange rate and, in fact, is part of a broad, secular trend across the advanced world (Chart 5).

By buying Stratasys, another company could instantly grab a «market - leading position in an attractive secular trend, a broad product / IP portfolio, and a growing recurring revenue stream» in a 3D printing industry that is still quite young.

The company is benefiting from the multiple secular trends in the security...

The problem is sometimes secular trends and P / E

With global leadership in both internal combustion engines and hybrid and electric powertrains, the firm is expected to profit from shifting secular trends and increasingly stringent environmental regulations.

Wholesale prices did demonstrate some volatility around a steady value, but there were few secular trends otherwise.

We just view these as temporary factors and not secular trends that impair long - term fundamentals.

«Considering all the evidence that human male reproduction is exhibiting troubling secular trends (sperm count and quality, hypospadias, cryptorchidism, testis cancer), this is highly troubling,» he said.

Now I know that there will still be some Scrooges among you who will worry that all I've documented here are two correlated secular trends, especially because the consumer spending metric is not population - adjusted.

Amazon is a good buy - and - hold candidate behind these multiple growth drivers, strong management, and positive secular trends (primarily the ongoing shift to online shopping as well as the cloud).

And while there are cyclical gyrations in the volatility of inflation and economic performance, there are also secular trends.

One of the problems with passive investing, Balance Junkie says, is that a «reliance on broad - based historical data ignores the fact that markets experience both cyclical and secular trends over the long term.»

Carlsen's team uses secular trends to home in on worthy portfolio candidates.

Correctly identifying major cyclical turning points that are embedded within larger and persistent secular trends is a critical component to investment outperformance.

The dissection of competitive landscapes, company strategies, and secular trends uncovers quality companies poised to benefit — but also companies failing to adapt, with misplaced focus, or with valuations inconsistent with competitive reality.

The data collected at the multiple time points will allow for the intervention effect to be analysed, while accounting for any underlying secular trends.

The problem with a lot of secular trend stocks is not the (seductive) longer term — it's the short term!

After selling a small legacy / undisclosed holding, my one undisclosed holding offers a cheap multiple (despite looking expensive to traditional investors), is well - financed, operates a quite unique business model, and offers exposure to an exceptional secular trend — so much so, it recently inspired an additional portfolio holding.

It also tempered my lust to dive into investment trends — in fact, I've come to realize that any decent secular trend will take many many years to play out and there will be cycles of booms and busts in any related stocks to exploit, so hold your horses, stick to value investing and your chance will come...!

On the other hand, considering the under - valuation of German property, its slow & steady appreciation, rising rents & other compelling secular trends, you could definitely argue the attractions of more leverage..!?