This paper examines the evolution of the structure of the United States economy in the post-World War Two period. It identifies the drivers of the “New Economy” and their impact on major industries and companies. Finally, implications of these trends on investor portfolios are examined, with guidelines for enhanced performance over the next decade.
Issak, Robert A. and Lopez, Raymond H., "New Economy Trends: Implications for Investment, Rotation Dynamics, and Growing Structural Inequalities" (2001). Faculty Working Papers. Paper 14.