Over the past few weeks I’ve read reports from the S.F. Federal Reserve, Credit Suisse, H.S. Dent and Jim Fink that have been echoing a similar story. The story has to do with the coming Baby Boomer demographic shift and its impact on the stock, bond and real estate markets. The outlook is not good, especially for equities. I’m linking below to the report put forth by the S.F. Fed and a link to where you can download the Credit Suisse report.
If you do not have time to read the entire report, I’d highly recommend you at least skim over the report. The visuals are helpful in summarizing and communicating the main observations.
In next month’s edition of TheMarketCapitalist.com newsletter I will be discussing how you may need to adjust your investment strategy in light of the information contained in these and other reports.