Joseph Quinlan
Joseph Quinlan
against base basic bull demand energy global largely market materials powerful resource secular unnoticed urban
While largely unnoticed by investors, global urbanization is going to be one of the most powerful and important trends. The world's resource base confronts unprecedented demand as a new urban world unfolds. Against this backdrop, the secular bull market in energy and basic materials is just beginning.
corporate earnings economic good growth strong tone
We've got a strong tone for the market. Expectations for corporate earnings are good, economic growth is good and there's good M&A activity.
drivers effects key lifestyle shift
The lifestyle effects of this demographic shift will become key drivers of demand.