Markets

This fund manager was right that recession fears were overhyped. Now he’s betting on strip malls and these other megatrends.

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Welcome to the historically decent stock month of November, which follows the longest monthly losing streak (three months) for the three major indexes. It kicks off with a Fed meeting and perhaps more important, the Treasurys breakdown of debt issuance.

Our call of the day switches gears to discuss investing in potentially lucrative megatrends in an interview with Aspen Funds’ co-founder and chief financial officer Bob Fraser. The 10-year old firm with $300 million in assets under management, operates like a hedge fund, doing…

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