II Investor Insights
Real-time analysis of social, demographic & generational trends that affect the expansion (or implosion) of individual consumer products, brands, and themes.
Luxury Loses (Some) Luster
Luxury brands are repositioning themselves to appeal to changing consumer behaviors at home and abroad.
Smarter and Smaller: The Future of Housing
As the economy improves, Xer and Millennial homebuyers will reshape the market to fit their preferences.
All Bark, No Bitcoin
The digital currency has the attention of niche groups, but isn’t likely to go mainstream.
Collecting for Fun (and Profit)
More Americans are investing in collectibles,a notoriously treacherous business whose one constant is change.
SI Social Intelligence
A deep dive into major demographic topics (migration, fertility, health), into public attitudes (consumer confidence, consumer behavior & preferences), or into the future of today’s generations to help investors anticipate the full economic and business implications of a major trend.
The Rise of the Obsessive Consumer
Thanks to the Internet and generational change, consumers are getting lost in all-encompassing lifestyle worlds like never before.
Life Without Banks
The consequences of the Great Recession, combined with shifting generational preferences, are driving the popularity of new alternatives to traditional banking.
Don't Anybody Move!
Mobility rates in America have declined since the mid-1980s—and are likely to continue in the same direction.
Coming Around on the Circular Economy
Circular economic practices are gaining steam thanks to heightened business pressures and new generational attitudes.
BP The Big Picture
Thematic analysis on the timing and direction of macroeconomic indicators and of political and policy events shaping the global economy to help investors anticipate enduring and non-linear trends across the economy.
April 2014 Report
Macro Trends: Near-Zero GDP Growth Triggers a Yawn; Warning Lights Flash on Health-Care Spending; A Return to Das Kapital; How Do Businesses Handle Income Inequality?; China on the Brink | SR Trends & Neil Howe in the News
March 2014 Report
Macro Trends: Good News on Employment; The Fed's Forward Guidance Bomb; The Recovery Stumbles Again; Are REITs the Problem with Housing?; Midterms Now Lean Toward GOP | SR Trends & Neil Howe in the News
June 2014 Report
Macro Trends: How Ugly Was Q1 GDP?; The Productivity Pullback; UK Edging Closer to “Brexit”; ISIS Turns Up the Heat; In China, A Crisis Still Looms | SR Trends & Neil Howe in the News
May 2014 Report
Macro Trends: Surprise! The Bond Market Is Surging; Risk Off, Vol Down; European Tea Party; Moderate Republicans Keep Momentum in Race to Midterm; Is Modi-nomics Coming to India? | SR Trends & Neil Howe in the News
Latest News and Appearances
- The Washington Post: Columnist Dana Milbank quotes Neil Howe in the op-ed “As Leaders, Boomers Are A Bust.”
- Bloomberg News: Howe is quoted in “Lean Retirement Faces U.S. Generation X as Wealth Trails.”
- Federal Reserve Bank of St. Louis: Howe delivered the keynote speech at a recent symposium. The topic was “The Balance Sheets of Younger Americans: Is the American Dream at Risk?” Also available to view is an extended interview with Assistant Vice President James Fuchs.
- 2014 Strategic Investment Conference: Howe appeared as a featured speaker at this conference hosted by Altegris and Mauldin Economics.