Major Investment Themes Evolving for This Decade

Posted on Dec 28, 2014 in FOCUS ON FINANCE

Prepared by the Hardee Investment Group and RBC Wealth Management –

Over 38 years of investing, I’ve observed that major gains are made by identifying trends that will last five to 10 years. We did this with energy in the 1970s, hospitals and nursing in the 1980s, drugs and healthcare in the 1990s and Master Limited Partnerships for the past decade. Below, we present evolving themes for this decade.

1. Last decade was the decade of commodity producers. This decade belongs to commodity users driven by plentiful low natural gas prices.

2. Resurgence of U.S. Manufacturing – The “Rust Belt” is reborn on the back of low and plentiful energy.

3. Growth investing re-emerges as the principle theme over value investing.

4. De-conglomeration of Corporate America – Companies will break up or spin-off subsidiaries to become  more efficient.

Over the next few months, we will discuss each of these themes and discuss how to position our portfolios to take advantage of it. Stay tuned.

Log on to www.HardeeInvestmentGroup.com to learn more about the team, the decade themes and how we’d like to help you take advantage of these themes we’ve identified. Want to talk to a real person? Well, we want to talk to you too. Give us a call at 713-853-0879. Let’s see where this new year takes us!

200-quote The views presented herein are solely those of H.H. “Will” Hardee, AWM, and do not necessarily represent the views of RBC Wealth Management. Current status of issues discussed in this letter is subject to change based upon market conditions and industry fundamentals. Clients should work with their Financial Advisor to develop investment strategies tailored to their own financial circumstances. Past performance is no guarantee of future results. The name Hardee Investment Group refers to a group of Financial Advisors working in the Houston, Texas office of RBC Wealth Management. The Hardee Investment Group is not a separate legal or corporate entity. All services offered and all memberships referenced in the presentation refer to the services offered or registrations held through RBC Wealth Management. RBC Wealth Management is not a tax advisor. All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor. RBC Wealth Management, a division of RBC Capital Markets LLC, Member NYSE/FINRA/SIPC.