demographics

The economics of aging

Andrew Macken

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a significant change in demographics that is currently taking place in many regions of the world. The world is aging. Whether in the United States, Australia, Western Europe, China... Show More

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3 real estate themes with secular tailwinds

James Maydew

Global listed real estate has been enjoying a favourable outlook, supported by historically-low interest rates and improving economic sentiment. Here are three themes that we’re expecting to perform particularly well during the year due to their exposure to long-term secular growth trends. Show More

Investing with India’s powerful tailwinds

Livewire Exclusive

Mary Manning, Portfolio Manager at Ellerston Asian Investments (ASX:EAI), is drawn to the growth opportunities available in India. She explains that many of the challenges facing Australian industries are the reverse in India, creating powerful tailwinds. This short video highlights three ways Mary is investing in India’s stunning growth outlook. Show More

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Demographic drivers of a $70 trillion infrastructure spend

4D Global Infrastructure

Forecasts suggest that globally, between US$60 and 70 trillion will need to be spent on infrastructure over the next 15 years. This huge global need for infrastructure is being driven by the following three major economic and demographic tailwinds: Show More

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Demographic trends supporting global property

Quay Global Investors

Global real estate is one of nine major asset classes. However, many may not know it has ranked in the top five asset classes for 13 of the past 17 years, and should play a larger role in Australian investors’ portfolios. Unhedged global real estate has been one the best... Show More

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Saul Eslake: Ten things to watch in 2017

Angus Coote

This time last year, JCB Advisory Board Economist, Saul Eslake warned of the risks of a Yuan devaluation: “A large devaluation of the Yuan would add renewed impetus to the deflationary pressures that policymakers in advanced economies are hoping will ebb this year.” This proved prescient as markets saw a sharp... Show More

How to target a double-digit return

Monash Investors Pty Limited

Simon Shields, Principal at Monash Investors shares his thoughts on equity markets valuations, the market cycle, and four market thematics he likes such as medical devices, payment systems, demographics and tourism. Simon also touches on some key stocks in the Monash portfolio positioned to leverage these four thematics. He also... Show More

Special Report: Three powerful demographic megatrends

Fidelity International

In this report, Fidelity International describes three demographic megatrends that could provide powerful tailwinds for a long-term investing strategy. Firstly, population growth continues unabated. After reaching 7 billion in 2011, we are on track to reach 8 billion in 2025 then 9 billion by 2050, with most of this coming... Show More

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The demographic shock sweeping the globe

Livewire News

It’s known as the historic reversal, and it appears irreversible: Places where the old outnumber kids. What began in 1995 in a single country, Italy, will spread to 56 nations, economies as diverse as New Zealand and Georgia, by 2030. These are the findings of Joseph Chamie, who spent a... Show More

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Macroeconomics - Can we get out of this alive?

Livewire Exclusive

In this session from Livewire Live we look at the big issues facing the global economy now and in the years to come. Topics discussed include global currency wars, future returns, declining demographics, and the monetisation of debt. Matthew Kidman hosts Mark Burgess, Vimal Gor, and Nikki Thomas. Click on... Show More

We’re witnessing “A truly unique event”

Livewire Exclusive

“We’ve never in history, run sophisticated economies, with sophisticated financial systems, through declining populations. It is a truly unique event.,” said Mark Burgess from Jamieson Coote Bonds at the recent Livewire Live investor forum. “ affects all asset classes in strange ways… House prices don’t work when demographics don’t work.”... Show More

3 big headwinds for oil

Livewire Exclusive

Brandon Geisler, Portfolio Manager at Marsico Capital Management says there are three key reasons not to own oil long-term. 1. Demographics: “We think demographics play a large role. As that ageing baby boomer comes over the crest and they change their lifestyle they are consuming less energy.” 2. Electric cars... Show More

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The decline of regional Australia?

Pete Wargent

This week the ABS released its latest Regional Population Growth figures. Show More

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Australians have all but stopped leaving Sydney and Melbourne for cheaper or sunnier climes

Pete Wargent

Australians have all but stopped leaving Sydney and Melbourne for cheaper or sunnier climes. The ABS released its latest Demographic Statistics for Q2 2014 which showed that - in line with our 2014 forecasts - net immigration is declining significantly, slowing the national rate of population growth to just 1.6... Show More

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The long term demographics in China were always going to be interesting because of the 1 child policy that kicked in during the 1970s

Alex  Manger

The long term demographics in China were always going to be interesting because of the 1 child policy that kicked in during the 1970s. Currently there are more males than females because culturally the Chinese prefer to have male children. The smaller pool of Chinese women comes with prerequisites. For... Show More

China demographics

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