Search results for: automation

Labor markets in the new digital age

The downside to technological progress is short-term dislocations and job loss for those displaced by automation. Workers with high skills and advanced education command a wage premium while unskilled and lower-skilled workers are displaced which aggravates income inequality.

Tagged with: Economy, U.S. Economy

It’s a mobile world

While the growth of smartphones on the high-end is decelerating, the low-end in China and the emerging markets continue to see strong growth. The outlook for communications infrastructure seems to have improved.

Tagged with: Equities, Investing

Scarce growth — Can the tortoises continue to outpace the hares?

Recent selloff has tested stance that investors would benefit from seeking scarce growth, so long as that growth did not become wildly overvalued. We appear to be moving into a “sorting out” stage where investors begin to more granularly assess both the fundamentals and the incremental opportunities.

Tagged with: Equities, Investing, Markets

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