demographics

The combination of a growing cohort entering salaried employment for the first time, a very high proportion of that salary being disposable, and the first generation...

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it” Ferris Bueller’s Day Off Despite being released only a year after this...

Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age. This is bringing shifts in the...

Investors understand the power of demographic information. Back in the early 1990s, when I was presenting to investors at ASX-sponsored conferences, I recall...

We believe the two resource-rich economies will be global growth leaders over the next several years.

Has Europe stockpiled enough natural gas to counter Putin's plans to cripple its industry?

Over the past two years, investors have become (sometimes unwillingly) acquainted with the mechanics of the bond market, with all eyes on the US and the actions of...

Three long-term structural megatrends shaping global growth are longer lives, better lives and more lives. The Fidelity Global Demographics Fund (Managed Fund)...

We believe that 2020 will be the year that really separates the winners from the losers in the monetary policy ‘experiment’ of the past few years. Livewire readers...

In January 2017 Providence published a whitepaper on Long Term Returns. At the time we suggested that Long Term returns from a traditional balanced portfolio were...

Amid all the noise and volatility in global equity markets are some powerful structural shifts that should provide solid investment returns for many years to come....

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...

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 look at how an ageing...

In 2011 a dramatic shift occurred throughout the developed world — working-age populations began a multi-decade decline. Demographic shifts in an economy like this can...

Making accurate predictions is hard, especially about the future. Chris Rands, Portfolio Manager at Nikko Asset Management, says that he likes to focus on demographics...

There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...

Over the last 30 years, the financialisation of the world, combined with falling bond yields, has created amazing returns for investors positioned to benefit. Peter...

The narrative we see at the moment is for a US-led, global recovery. However, the U.S. economy is at 2% inflation and 2% growth. Both times we had these conditions in...

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...