Category Archives: Aging of the Population

Debt Bombs Ticking Across the Globe

Debt Bombs Ticking Across the Globe

Market dynamics are reflecting the increase in macro/political volatility across much of the world, but the headlines have yet to catch up with the primary drivers underlying the deep changes. In our previous Context & Perspective piece, I discussed how we are seeing a profound decline in the level of liquidity at a time when debt levels are back to record highs. This week is a highlight reel of warning signs in the context of those record levels of debt.

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Walmart, Philips and T-Mobile team with VA for telemedicine

Walmart, Philips and T-Mobile team with VA for telemedicine

An expansion of its telemedicine program with Walmart, T-Mobile and Philips to meet veteran needs, the Department of Veterans Affairs is one to watch for this aspect of our Digital Innovators investing theme, which has implications for two other investment themes.

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Retirement Plans Disappear When Parents And The Kids Return Home

Retirement Plans Disappear When Parents And The Kids Return Home

More and more Americans are finding that instead of enjoying their retirement, they are instead supporting their adult children and aging parents at the intersection of our Aging of the Population and Middle-Class Squeeze investing themes.

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Japan Is Harnessing IoT Technology To Support Its Aging Population

Japan Is Harnessing IoT Technology To Support Its Aging Population

Japan is embracing IoT and other disruptive technologies to address pain points associated with its aging population. These could be a harbinger of what’s to come here in the US and bodes well for several other of our investment themes.

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An Overlooked Contributor to the Nursing Crunch

An Overlooked Contributor to the Nursing Crunch

We’ve written many times about the predicted nursing shortage as aging Baby Boomers reach a point where they demand more medical assistance and day to day care. A recent article in U.S. News and World Report points to another interesting component of the nursing shortage, one that could essentially be viewed as a self-inflicted pain point for Boomers

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While The Market Regained Some of Its Footing, It’s Shaky At Best

While The Market Regained Some of Its Footing, It’s Shaky At Best

After a brutal October, the market has managed to regain some of the ground it lost in the early days of November. But it is unusual for the S&P 500 to lose 10% or more twice in any given year. Going back roughly half a century, such double-dipping typically precedes or occurred in conjunction with a recession, (with the exception of 1987 which wasn’t much fun). Is this time different?

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IBM iX and RocketSpace partner to tackle our Aging Population investing theme

IBM iX and RocketSpace partner to tackle our Aging Population investing theme

When one company pivots to ride the tailwinds associated with one of our investing themes, it’s a major source of confirmation. When two partner to do that it speaks even greater volumes about the power of the thematic tailwind to be had.

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More Americans are focused on cutting back their spending to save more

More Americans are focused on cutting back their spending to save more

Feeling the combination of rising debt and fear of being undersaved — hello Middle-class Squeeze — more Americans are diverting from spending to saving, but if we see a pronounced pickup in saving it could become a meaningful headwind for the economy. The silver lining if that comes about is those companies that we’ve identified as riding our Middle-Class Squeeze investing theme are likely to see a more favorable tailwind.

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