The Innovation Wave and Secular Market Trends

The Innovation Wave and Secular Market Trends | Gold Eagle

The Innovation Wave and Secular Market Trends · These waves gave rise to new economies with the same name. For my book Stock Cycles I collected extensive data on ...

Catching the Wave: Why Secular Growth Matters

Cyclical growth can be thought of as passive, whereas secular growth is driven by a structural change in a sector or industry. Cyclical Growth.

Secular Market Trends: Bull and Bear Markets - Advisor Perspectives

The S&P 500 real monthly averages of daily closes reached a new all-time high in July 2024. Let's examine the past to broaden our ...

Digital Transformation is Far from Done as a Secular Growth Driver

Called different things over the years—the Digital Age, the Digital Revolution, the Fourth Industrial Revolution (Industry 4.0), or just Digitization—its impact ...

Secular Themes Extend Beyond the Business Cycle

"Secular themes in the market are the ones we feel confident about putting money to work in because their growth extends well beyond the ...

3 Stock Trends to Ride in 2025 and Beyond - Yahoo Finance

If an investor can read the secular trends in the market, then it opens up limitless possibilities to make money regardless of short-term ...

ServiceNow CEO: GenAI A 'Once-In-A-Generation Secular Trend'

“This is unlocking massive opportunity in the enterprise software industry. And ServiceNow is extremely well positioned not only to lead this ...

Nasuni and Vista Equity Partners join forces | Jeffrey Bussgang ...

... secular trends or innovation waves have long arcs. My partner Chip ... growth rate in a rapidly expanding market. A huge thank you to all ...

Mike Alexander | Gold Eagle

In my introduction to secular market trends I mentioned in passing that beginnings of secular ... The Innovation Wave and Secular Market Trends. By Mike Alexander ...

Investing in productivity growth | McKinsey

These waves yielded productivity gains before the GFC but petered out over time. The second major factor is a secular decline in investment ...

Welcoming a New Secular Investment Wave: Health + Tech

While clever engineers can still drive new medical technology through regulatory approval to market ... growth, and high-value platform innovation ...

Secular: What It Means in Stock Investing, With Examples

A secular trend or market is one that is likely to continue moving in the same general direction for the foreseeable future. Secular trends are contrasted ...

The Post-growth Challenge: Secular Stagnation, Inequality and the ...

Critics have long questioned the feasibility (and desirability) of exponential growth on a finite planet. More recently, mainstream economists have begun to ...

Cyclical Rhythms and Secular Trends of the Capitalist World-Economy

Schumpeter, Business Cycles, 2 vols. (New York: McGraw-Hill,. 1939), passim. 4. See N. D. Kondratieff, "The Long Waves of ...

Prepare for the Next Wave of Secular Disruption - CFP Board

Learning Objectives. How can growth investors find success in uncertain markets? The key lies in understanding macroeconomic risks and focusing ...

Secular Stagnation or Technological Lull? Valerie A. Ramey ...

Keywords: secular stagnation, productivity growth, technology, innovation. Presented at the January 3, 2020 AEA session “The United States Economy: Growth ...

Secular Growth in Tech: Where's the Smart Money?

The tech sector has seen some corrections as rising rates have driven investors to reprioritize profitability and reasonable valuations.

Artificial Intelligence: A Seismic Secular Growth Opportunity

While it may take time for AI to have a similar impact on small cap stocks, we share the market's enthusiasm and believe AI has the potential to ...

Secular Growth Equity Investing - Tekmen Wells Investments

Index · Broad trend is important. Secular trends can create winners and losers – try to avoid being on the wrong side of history. · Market sizing ...

Global markets, technology and innovation trends - YouTube

Mark Schmehl, Portfolio Manager, returns for another exciting discussion on how technology, AI and other disruptive trends are influencing ...