Six prosperous trends for 2015

Ultimately we are “bottom up” analysts and our macro view serves only to set the stage for the companies we will visit and the sectors where we think there may be a large change in expected earnings.

We do not simply develop a macro view and then start investing based on how we feel at the time. That said, contemplating the established trends in the market and the areas where there may be trend change can be useful in the thought process.

Here are six trends for 2015 that we are exploring ...