Tags: Demographics


REPORT - February 14, 2019

Despite positive noises on wages from both the Fed and the ECB there is little sign we’re returning to the…

Behind the Shōji

REPORT - July 17, 2018

The buoyant Japanese labour market is finally generating some wage pressure. But Japanese demographics have created a structural demand deficit…

For whom the bell tolls

REPORT - March 22, 2018

Over the next decade or so, indigenous working-age populations in many advanced economies will begin to shrink. At the same…

A big deal

REPORT - December 13, 2017

Demography is perhaps the single most important investment theme over the next half century. Many of its implications will begin…

The unspoken

REPORT - November 9, 2017

When we wrote Of rabbits, bankers and what matters, 19 October 2017 we spoke of the factors that would set…

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