The Golden Era for Investing Could Be Ending

The video discusses the economic trends of the past 30 years, highlighting factors like falling inflation, interest rates, and strong GDP growth that contributed to high returns. It warns of future challenges such as secular stagnation, demographic shifts, and increased competition affecting corporate profitability. The video identifies groups like 30-year-olds, pension funds, and educational institutions as most impacted by lower returns. It suggests investment strategies focusing on cost management and alternative assets to navigate a low return environment.

In what ways might US public pension funds be impacted by lower returns?

What strategies should investors consider in a low return environment?