Demographics
A global supply glut and decrease in demand had already pushed countries towards protectionism. Vikram Mansharamani says COVID-19 poured gasoline on the flames.
Geopolitical analyst Peter Zeihan foresees simultaneous political crises that will erode local state authorities, unleashing violence and terrorism. Capital flight, driven by geopolitical concerns, will surely follow.
If you knew with certainty that you would live to be 100, how would that impact how you think about your career? Tracey Wilen says you should plan with that eventuality in mind and offered several important pointers to consider as you go about preparing for it.
The world economy will never again experience the rapid growth rates seen prior to the financial crisis of 2007–2008, according to economist Dambisa Moyo. The reasons? Technology and demographics.
Global economist and author Dambisa Moyo feels that demographic imbalances will be a key source of challenge and of opportunity for enhancing the prospects for long-term global prosperity.
Jason Voss, CFA, assesses three factors to understand the current bill of health for emerging market fixed-income investments.
Amlan Roy of Credit Suisse says that global demographics have been misunderstood, misinterpreted, and misapplied by macroeconomists, investors, practitioners, and actuaries.
Clint R. Laurent explains how shifting global demographics will affect consumer demand and the labor force over the next 10 years.
For bond managers, how artfully and delicately the US Federal Reserve handles the Taper is just one minor concern among many. Still, opportunities abound.
The Baby Boomers were the most populous and richest generation to walk the earth. Now, they are just the richest. The Millennial Generation, or Generation Y, are the largest generation in human history. Their story thus far bears a strong resemblance… READ MORE ›