These ten macro trends provided a strategic framework for long
term investment themes that are key to beating the stock market.
I do think longer - term Fed actions may be a source of some longer -
term investment themes (continued performance of precious metals???), and that could be interesting to think about.
In my case, I tend to find: i) cheaper and less glamorous picks & shovels plays, which offer equally attractive exposure to compelling long -
term investment themes, and / or ii) cheap businesses / assets with a free option attached, which may also offer substantial upside potential.
In some of the outer forums, longer
term investment themes dominate.
Nannette Hechler - Fayd «herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long -
term investment themes which can be used to help make asset allocation decisions
See Caspar speak at the Fireside Chat: Is Digital Health Yesterday's News or a Long
Term Investment Theme?
Fireside Chat: Is Digital Health Yesterday's News or a Long -
term Investment Theme?
Not exact matches
The new vehicle would make
investments between $ 500 million to $ 2 billion on long -
term themes like diverging demographics globally, the growing middle class and millennial spending patterns, said the person, who asked not to be named because the information is private.
And, finally, in
terms of general
investment themes, they should consider including portfolio positioning that favors an important element of endogenous resilience, be it because of companies» strong balance sheets, large cash balances, strong pricing power, or notable segment dominance.
I make this research digression to make the point that real long -
term investing success rests more on
investment discipline and company - specific research than it does on compelling stories or
themes.
The differences in family office
investment style can be many but one
theme that seems to pervade is a preference to invest for the long
term.
The star manager and CEO of DoubleLine Capital is pessimistic about market prospects for the near
term, a
theme he hammered home in
Investment Advisor magazine's October cover story, «What's Jeff Gundlach Thinking?»
ARKW is an actively managed ETF that seeks long -
term growth of capital by investing under normal circumstances primarily (at least 80 % of its assets) in domestic and U.S. exchange traded foreign equity securities of companies that are relevant to the Fund's
investment theme of Web x. 0.
RM: Innovation is another big
theme of this autumn statement, with Hammond stressing the need for long -
term investment in industries for the future.
Looking at floods as a long -
term, perennial threat instead of as one - off disasters «has been a growing
theme in many countries in Europe and there has been a growing
investment,» van Aalst said.
Nothing is more detrimental to the long -
term viability of an
investment theme than its own success.
The next set of big returns will come from longer -
term investment related
themes.
He manages inflation hedge and unconstrained active asset allocation portfolios for mutual fund sponsors and institutional clients around the world and researches long -
term structural
investment themes.
The
investment objective of this fund is to generate long -
term capital appreciation from a diversified portfolio of predominantly equity and equity - related securities, including equity derivatives, in the Indian markets with the key
theme focus being emerging companies (small cap stocks).
But I think the challenges to come will prompt another wave of asset manager consolidation — in
terms of timing vs. performance that may prove a difficult
investment theme to play... [There are others, but Janus Capital (JNS: US) is an interesting & obvious consolidation candidate, trading on an ex-cash 0.8 % of Assets Under Management (AUM)-RSB-.
It can be a guiding
theme that can help organize
investment ideas over the long
term.
But in my opinion, each of these Top 4 holdings still offers a compelling
investment opportunity /
theme, and I certainly don't believe there's been any permanent diminution in their long -
term intrinsic values (on average) in the past year.
Alongside the
theme of the need for a longer -
term outlook, he also speaks about how growth often hides value, using Buffett's
investment in GEICO as an example he mentions that the owners of a business need to have the «capacity to let the income statement bear the burden» of the short
term investment needed to grow the business.
And with more than 40 home plans to offer, led by its modern -
themed Lifestyle Series, Gallagher & Henry pairs diverse home options with expert craftsmanship that ensures a community's architectural integrity and its homeowners» long -
term investment.
The long -
term theme is that college enrollment has boomed over the past few decades, and
investment in new on - campus dorms hasn't come close to keeping up.