If demographics are destiny, investors should brace for change
19 September 2024
World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
If demographics are destiny, investors should brace for change
19 September 2024
World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
On pause: the one-way certainty of the market is over … for now
23 August 2024
The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
Markets are pricing in bigger rate cuts, are they right?
19 August 2024
Markets have moved to price-in more rate cuts for the US, UK and eurozone. Despite the commonality of the moves, the three economies are not moving in parallel.
Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.
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