First Trust Global Portfolios

"Spending your own money (whether on yourself or on someone else) means you will care about it. But, when you spend somebody else’s money, especially on somebody else, you don’t care how much you spend or what you get for it. We were reminded of this recently when reading the news. Google and Amazon inked what are likely multiple-billion-dollar deals with power companies to build small scale, modular nuclear reactors. At the same time, Microsoft has agreed to pay for the revival of the shuttered Three Mile Island nuclear power plant in Pennsylvania." Read more in the latest Wesbury Weekly Outlook here > https://lnkd.in/emXehK5j Brian Wesbury #economicanalysis #spending #useconomy #datacenters

Just wrapped up our roadshow with Strider Elass, Senior Economist at First Trust. Across Paris, Geneva, London, Milan and Lugano, we heard key insights on his near and long term predictions for the US economy. It was great to see familiar and new faces in the audience. Thanks to all who joined us! #MarketOutlook #USCommentary #USEconomy 

A big thank you to everyone who has joined us so far this week in Paris, Geneva and London for our roadshow with Strider Elass, Senior Economist at First Trust. Next up: Milan and Lugano where Strider will continue to provide insights on the US economy. #USeconomy #Economicanalysis #Growthrate

"With third quarter GDP being reported next Wednesday – less than a week before election day – the US is still not in recession. Yes, monetary policy has been tight, but the lags between tighter money and the economy are long and variable. In addition, massive budget deficits continue to provide incomes for a wide range of occupations." Read more in the latest Wesbury Weekly Outlook here > https://lnkd.in/ehGrEHJ7 Brian Wesbury #useconomy #monetarypolicy #economicanalysis #budgetdeficits

Introducing the First Trust Quality Growth Strength UCITS ETF ("FTGS"), now trading on the London Stock Exchange! FTGS targets quality growth companies with strong balance sheets, minimal debt, and growing cash flows - reflecting many of our clients' investment styles. Part of First Trust’s prestigious Strength range, this ETF offers a transparent and liquid way to access companies with solid fundamentals and strong growth potential. Learn more about this exciting addition to our UCITS ETF range here: https://lnkd.in/ej4AgwWM For professional investors only, not intended for retail investors.

"The S&P 500 Index looks significantly different today than it did 10 years ago. This is not your grandparents’ Index. This is not your parents’ Index either. Actually, it’s not even your older siblings’ Index! What a difference 10 years can make!  The top 10 stocks in September 2014 comprised 18% of the S&P 500 Index’s weight. Today, the top 10 stocks represent 36% of its weight." Read the latest Market Minute with McGarel here > https://lnkd.in/e-NiwM-u

"There are two types of economists in the world…demand-siders and supply-siders. Without digging too deeply, one huge difference shows up in government policy. Supply-siders want low tax rates, high savings rates (and investment), and minimal regulation. Why? Because wealth and higher living standards come from entrepreneurship and invention – i.e. Supply. Demand-siders think the way to boost growth is to boost “Demand.” John Maynard Keynes is the father of modern demand-side thought, arguing that if the pace of economic growth is too slow the government can step in to “stimulate demand” by running or expanding a government deficit." Read more in the latest Wesbury Weekly Outlook here > https://lnkd.in/e6et8qWy Brian Wesbury #economicanalysis #supply #useconomy #demand

Thanks to all those that joined Anis Benatmane and Ghada Rammah today in Luxembourg as we wrapped up our roadshow with Clean Edge’s Ron Pernick. Across Amsterdam, Frankfurt, Zurich, Paris and Luxembourg, we explored the latest in smart grid infrastructure and the shifting energy landscape. Thanks to all who joined us! #Renewables #SmartGrid #CleanEnergy 

We’ve had a great journey so far, with insightful stops in Amsterdam, Frankfurt, and Zurich. Next up: Paris! Clean Edge’s Ron Pernick will continue to lead discussions on the latest in clean energy and market trends. Thank you to everyone who has joined us along the way!

"The federal debt is already $35 trillion and currently rising by roughly $2 trillion every year – with no end in sight. As a result, some investors are worried that the US could become a 21st Century version of Argentina: completely bankrupt and unable to pay the bills. We don’t think that’s going to happen. It’s not that the national debt doesn’t matter, it does matter. Instead, it’s because the recent surge in the interest on the national debt is going to have big effects on government policy." Read more in the latest Wesbury Weekly Outlook here > https://lnkd.in/eU7HJjfu Insights/Commentary/Read/8811/The_Politics_of_Limits/?utm_source=Wesbury&utm_medium=Social+Media+ Brian Wesbury #useconomy #federaldebt #economicoutlook #governmentpolicy