Any Happy Returns
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Any Happy Returns: Structural Changes and Super Cycles in Markets

Any Happy Returns: Structural Changes and Super Cycles in Markets


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About the Book

Any Happy Returns is a sister book to The Long Good Buy, focused on longer term secular trends in economies and markets, the factors that drive them and their influence on prospective returns, for example de-globalisation, higher cost of capital, demographics, geo-politics, etc.

Table of Contents:
Preface Acknowledgments About the Author   Chapter 1: An Introduction to Cycles and Secular Trends   Part 1: Structural Trends and Market Super Cycles   Chapter 2: Equity Cycles and Their Drivers   Chapter 3: Super Cycles and Their Drivers   Part 2: Analysing Post-War Super Cycles   Chapter 4: 1949-1968; Post-World War II Boom   Chapter 5: 1968-1982; Inflation and Low Returns   Chapter 6: 1982-2000; The Modern Cycle   Chapter 7: 2000-2009; Bubbles and Troubles   Chapter 8: 2009-2020; the Post-Financial-Crisis Cycle and Zero Interest Rates   Chapter 9: The Pandemic, and the Return of ‘Fat and Flat’   Part 3: The Post-Modern Cycle   Chapter 10: The Post-Modern Cycle   Chapter 11: The Post-Modern Cycle and Technology   Chapter 12: The Post-Modern Cycle; Opportunities in the ‘Old Economy’   Chapter 13: Summary and Conclusions   References Suggested Reading   Index

About the Author :
PETER C. OPPENHEIMER has nearly 40 years of experience working as a macro research analyst. He is Chief Global Equity Strategist and Head of Macro Research in Europe within Global Investment Research at Goldman Sachs. Prior to working at Goldman Sachs, he worked as chief investment strategist at HSBC and in a variety of other research roles at James Capel, Hambros Bank and Greenwells, where he started his career in 1985. Peter is a trustee at both the Development Committee for the National Institute of Economic & Social Research and The Anna Freud National Centre for Children and Families. He enjoys cycling and painting.


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Product Details
  • ISBN-13: 9781394210367
  • Publisher: John Wiley & Sons Inc
  • Publisher Imprint: John Wiley & Sons Inc
  • Language: English
  • Sub Title: Structural Changes and Super Cycles in Markets
  • ISBN-10: 1394210361
  • Publisher Date: 29 Dec 2023
  • Binding: Digital (delivered electronically)
  • No of Pages: 304


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