There is an assumption that demography is a slow-burn theme that can be filed away for the long term. But working age populations are already shrinking in many of the major economies.
Tags: Demographics
Despite positive noises on wages from both the Fed and the ECB there is little sign we’re returning to the…
Millennials are a diverse bunch that share as many differences as they do similarities. Where comparisons are useful is in…
It’s undeniable that we’re living in an epoch of technological transformation. And one that is unprecedented in history. With the…
The buoyant Japanese labour market is finally generating some wage pressure. But Japanese demographics have created a structural demand deficit…
Over the next decade or so, indigenous working-age populations in many advanced economies will begin to shrink. At the same…
Demography is perhaps the single most important investment theme over the next half century. Many of its implications will begin…
When we wrote Of rabbits, bankers and what matters, 19 October 2017 we spoke of the factors that would set…
Korea’s economy is almost a poster child for economic imbalances. It is dependent on increasingly concentrated exports. Domestic demand as…
