RL179 – 5 Investing Mega Trends

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down 5 investing megatrends. They cover topics like the current state of the banking industry, what an aging population means to your investments, and why it’s the perfect time to reassess your portfolio. Listen now to learn more about 5 Investing Mega Trends.

[00:00] Introduction

[01:45] Digital Disruption and AI

[05:17] Reassess, Rebalance Your Portfolio

[06:27] What is the Rate Hiking Cycle?

[08:06] We Are Headed Towards a Fragmenting World

[10:20] Outside Forces Affecting Your Investments

[12:45] The Low Carbon Transition

[15:50] Economic Issues of an Aging Population

[19:14] What’s Going On with Banks

[21:15] Bonds – Higher Rates and Historical Averages

[25:19] Summary

[27:42] Parting Thoughts

To read the Full Show Notes scroll down or click here.

Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn more about 5 Investing Mega Trends.

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Full Show Notes:

Economic and Investing Issues of an Aging Population

The world’s population is aging. According to the World Health Organization, there will likely be 1.5 billion people aged 65 or over by 2050. This number is up from 703 million in 2019. So what does an aging population mean for your investments? First, an aging population means a shrinking workforce. In China, for example, longevity is already an issue. Older individuals will represent almost 40% of the population by 2050 – leading to a supply shortage of qualified workers. This, in turn, makes it more difficult for businesses to fill in-demand roles. A company that struggles to fill highly skilled roles faces serious consequences, from loss of productivity, higher labor costs, delayed business expansion, etc.

According to Adrian, an aging population with undoubtedly affect your portfolio. As more Americans leave the job market, ensure your portfolio is well-positioned to take advantage of market and investment opportunities and is protected against projected risks.

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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