Home No So Sweet Home

Home No So Sweet Home

Many consumers still have mortgage/home ownership PTSD after the unprecedented pain felt during the financial crisis. The decades of rising rates of homeownership, induced in large part by federal policies and legislation, has mostly been wiped out. This data illustrates how the generations most affected by the financial crisis have shifted to a more asset-light lifestyle. This shift is a tailwind to those companies providing goods and/or services consistent the sharing economy.

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China’s Affordable Luxury Market Continues to Grow in Size 

China’s Affordable Luxury Market Continues to Grow in Size 

When most ponder our Rise & Fall of the Middle-Class theme they tend to think of rising disposable incomes in the emerging markets and especially China. With roughly 1.4 billion people, a rising middle class that is trading in lifestyle is a powerful tailwind. But there is an even smaller and more upwardly mobile group […]

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