What determines a city’s future success and how is this linked to property investment?
In the next economic downturn, central banks will likely have to reach further into their unconventional playbook. But which policymakers have the most freedom to act and what does that mean for asset prices?
Raising the retirement age can help with the fiscal costs of living longer. But our unhealthy lives could force us to look at other options.
Cleaning up the world’s plastic waste will be a monumental effort – one which will have major implications for petrochemical companies and the long-term demand for oil.
Investors need to factor in how immigration concerns in the European Union could fuel the rise of populist parties, potentially increasing the political risk premium.
A lack of policy space means that central banks may have to turn to more unconventional responses when the next recession occurs.
Is artificial intelligence overhyped, or are we at the vanguard of a new wave of corporate productivity improvements ushered in by next-generation technology?
The disruptive change of the ‘shale revolution’ has forced existing producers to adapt while reducing OPEC’s pricing power. We expect further far-reaching changes to take effect in the coming years
A renewable revolution is taking place in the way we produce and consume energy and it presents an enormous opportunity for investors.
Increasing life expectancy is one of the most profound success stories of the post-war era. The pace and scale of this human success story has been remarkable, but it is creating its own challenges for corporates.
Slower population growth has probably depressed OECD inflation by around ½% over the past decade. Going forward, the outlook could change.
Our forecast of a long-term structural shift away from coal could have dramatic implications for investors.
The logistics industry is seeing increased investment, driven by technology trends including automation and smart manufacturing.
Driven by positive demographic trends, Asia has been a critical engine of the global economy, contributing around 30% of world GDP growth since 1980.
Pay-as-you-go pension and healthcare schemes are under increasing pressure from ageing populations.
Some countries are in pole position, while others are in danger of crashing out. The global labour force (the number of 15-70 year olds willing to work) is slowing down.