Comments

This paper was published as a Faculty Working Paper (no. 199) for the Lubin School of Business, Center for Applied Research, June 2001.

Document Type

Article

Abstract

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.

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