Anthony (Tony) Winkels holds an MBA from The Wharton School of the University of Pennsylvania, and is Managing Partner at Fortis Wealth Management

Evaluating a Changing Auto Industry

Evaluating a Changing Auto Industry

Anthony Winkels Writes on a Changing Auto Industry and Investing Considerations

When an industry experiences a sea change driven by shifting consumer trends and technological advancement, investors may find both new opportunities and new risks to cash flow.  The auto industry is experiencing just such a disruption, as electric vehicle technology, rideshare trends, upstart competitors, a global pandemic, and myriad other factors dynamically influence the financial outlook for car manufacturers. 

As this Forbes article notes, “underlying performances at BMW, Volkswagen and Ford point to the need for drastic reform.” 

Understanding what this means for equity and bond investments in this sector requires a company-specific assessment of competitive advantage and strategic adaptability.

Read more on this subject here

- Anthony Winkels is Managing Partner and Wealth Advisor at Fortis Wealth Management

Money Market Funds Amid Ultra-Low Interest Rates

Money Market Funds Amid Ultra-Low Interest Rates

Discounting Future Cash Flows in an Economic Recovery

Discounting Future Cash Flows in an Economic Recovery