Is the US Equity Market the Only Game in Town? Danielle Park, Partner & Portfolio Manager, Venable Park Investment Counsel, Grant Williams Senior Advisor, Vulpes Investment Mgmt / Things That Make You Go Hmmm … and John Kaiser, Kaiser Research at the Toronto Investment Conference on September 25, 2014. Here is a direct video link.
Over the next 15 years, as populations continue to age and retire, bargaining power will increase for the smaller pool of skilled workers coming after the boomers.
It sounds counterintuitive, but by 2030, many of the world’s largest economies will have more jobs than adult citizens to do those jobs. In this data-filled — and quite charming — talk, human resources expert Rainer Strack suggests that countries ought to look across borders for mobile and willing job seekers. But to do that, they need to start by changing the culture in their businesses. Here is a direct video link.
As oil revenues recede and jobs wobble, over-indebted Canadian households are extremely vulnerable. No wonder CMHC is downsizing, and Canadian bank shares (hideously over-valued) are falling…
Consumer debt loads and house prices that could be as much as 30 per cent overvalued are the two biggest risks to Canada’s economy, the Bank of Canada warned in its semi-annual Financial System Review on Wednesday. Here is a direct video link.
