Who Needs a Recession When You Have Demographics?

After this Globe and Mail column came out, I had a friend call and ask whether he should re-jig his portfolio to get rid of his auto stocks. The piece is about demographics, and specifically about the implications of the fact that people spend differently over their lifetimes (spoiler: as you age you are more […]

Demographics is Driving M & A Activity in Japan – and Maybe Other Places Too

Demographics drives a lot of things including Mergers and Acquisitions (M & A) activity. That is a lesson we are now learning from Japan, where there are apparently too few heirs to take over large companies as their boomer-aged Chief Executives head for retirement. This piece from the Financial Times looks at what is going […]

On Trend but Out of Luck: The Problem With Orchestras

If I had to think of an industry prone to poisonous industrial relations battles I would probably think first or the auto sector, or maybe even something like education or health. The battles in those industries, however, are apparently being matched by orchestras (can I say ‘in the orchestra industry’?) across North America.  Like many […]

Fancy Fitness

Sure you can go for a run for free, but if you did you would be off trend. That is one take-away from some new statistics on where people are spending their fitness dollars. According to this article from Quartz (which quotes data from the International, Health, Racquet and Sportsclub Association, U.S. attendance at specialty […]