October 2016

October 20, 2016

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Global economic growth is boringly slow, but it is still growth.  Pessimists point out that the last few years have been the slowest economic recovery in seven decades, and that the average household in the U.S. has less income after...
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October 13, 2016

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Global e-Commerce Adoption Isn’t Slowing — It’s Accelerating, and Has Massive Tailwinds U.S. e-Commerce Share Gains (vs Retail) Source:  Bank of America/Merrill Lynch Most investors probably have the impression that e-commerce has moved beyond its initial stages of rapid growth...
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October 06, 2016

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Healthcare and Global Demand Growth Around the world, rising living standards are driving global demand growth for goods and services.  We have often written about the rise of new global middle classes as linchpins of this growth – particularly the...
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