Independent Strategy

Tags: Demographics

Global

REPORT » 14th February, 2019 » Tight-anic

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

Japan

REPORT » 17th July, 2018 » Behind the Shōji

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

Special Post: Umbrella Idea

REPORT » 13th December, 2017 » Special Post: Umbrella IdeaA big deal

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

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