demographics

Chris Rands

In part one of this deep-dive, we analysed the economic impact a demographic headwind can have using Japan as a case in point. In part two, we looked at how an ageing population can impact government debt. To conclude this series, we discuss the impact demographics may have on inflation,... Show More

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

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

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

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

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

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