In the Age of Disruption Which Sectors Offer Investment Opportunities?

Disruption of incumbent businesses or entire industries is the latest strategy sweeping Silicon Valley. Thousands of young and highly educated professionals working in the startup world are finding ways to do things efficiently and cheaply. For example, Uber and Airbnb are examples of two disruptors that have cracked the taxi and hotel industries respectively. For …

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US Non-Immigrant Visas Issued by Nationality 2016

The U.S. issues millions of visas each year in two categories – immigrant and non-immigrant visas. Most of the visas issued are the later category which includes all types of visas such as tourist visas, business visitor visas, work visas, etc. In Fiscal Year 2016, nearly 10.4 million such visas were issued worldwide. About 45% …

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Corporate Tax Rates by Country

The US has the highest corporate tax rate among the developed countries according to OECD. Hopefully this rate will be reduced under the current administration. It is surprising that France has a lower corporate tax than the US. Click to enlarge Source: GLOBAL EQUITY OUTLOOK – Spring 2017, Janus Henderson

Two Charts Show Stocks Offer The Best Long-Term Returns

Equities offer the best returns over the long-term over other asset classes. For instance, stocks can yield inflation-beating returns. There are very few asset types that can yield returns that beat inflation. The chart below shows the long-term global GDP growth and the performance of various asset types. Stocks easily beat cash and bonds over the …

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U.S. Utility Sector Has The Lowest Exposure To Foreign Revenues

Utility stocks have long been the favorites of income seeking investors. As monopolies in the markets they operate utilities offer stable growth and excellent dividends. In terms of adverse market conditions these stocks can offer stability and downward protection to a well-diversified portfolio. Another advantage of holding utilities is that they have the lowest foreign revenue exposure. …

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