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The Steady Investor

The Steady Investor

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August 25th 2016:The Retail Resolution - From Big Box Stores to Online Shopping Carts

It’s no secret that the retail sector is evolving rapidly. It feels as though with every day that passes there is a day where the economy is drifting away from the “big box store” and towards the online shopping cart. Consumer spending still makes up more than two-thirds of the U.S. economy, but consumers’ spending habits -where and how we shop- are changing quickly. For investors, it makes sense to have retail-consumer discretionary exposure in portfolios. The question is: where to invest? We will also talk about a strategy designed to limit downside where possible by taking a “market neu

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