The world may not be having enough children to sustain economic growth at current levels.
Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.
Mark Nash, Head of Fixed Income Alternatives, discusses a turbulent start to the year in bond markets, and considers whether the market isn’t yet pricing in enough interest rates rises in the US.
Ned Naylor-Leyland, head of strategy for Gold&Silver, explains the curious divergence in the price of gold and real interest rates and argues that a Fed policy error may be the trigger for a golden rebound.
Ariel Bezalel says unfavourable structural factors combined with prospects of subdued growth and inflation outlook may preclude aggressive tightening from the Fed.
Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?
Richard Buxton appraises the prospects for the global and UK economies, as a variety of challenges present a tough environment for economic growth.
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Dan Carter and Mitesh Patel tackle some of the misconceptions about Japan, and look factors such as low carbon technology and inflation.
Asia Pacific continues to provide plenty of attractive growth and income opportunities. But an active approach is key, says Jason Pidcock, Head of Strategy, Asian Income.