demographics

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

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

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

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