Demographics & Retirement

Demographics & Retirement

Demographics & Retirement

Global demographic changes are having a profound impact on economic growth, asset prices and returns. Discover the research and insights to help keep your investment strategy a step ahead.

Asia at a Crossroads: Demographics, Economics & Investment

Asia at a Crossroads: Demographics, Economics & Investment

In this paper, we highlight the demographic variations across ten select Asian countries and discuss how these affect their growth, GDP per capita, debt, pensions and capital markets. The countries are: China, Hong Kong, India, Indonesia, Japan, Malaysia, Singapore, South Korea, Taiwan and Thailand.

Why Global Demographics Matter

Unprecedented demographic changes are under way and their speed and magnitude are greater than ever before. But has their impact been accurately assessed? And how should policymakers and investors respond?

EM Pension Systems: A Global Comparative Analysis

We compare 12 emerging market pension systems in order to understand the challenges and opportunities they face.

Global Demographics and Retirement Implications

Global Demographics and Retirement Implications

In this paper, our demographics and retirement teams look at how changing people characteristics affect retirement provision across ten countries and recommend ways in which governments and pension funds can create accessible, sustainable retirement schemes.

Italy’s Demographics Underpins its Growth, Debt Stability & Politics

Italy’s Demographics Underpins its Growth, Debt Stability & Politics

This research note from our Demographics & Retirement Research Team (Amlan Roy and Amy Le) highlights the importance of Italian demographics and contrasts it with Germany, France and the UK. Italy’s ageing population and high youth unemployment rates affect its growth prospects, high public debt, capital flows, income inequality and international competitiveness. The authors emphasize that Italian demographics underpin its growth, debt, stability and politics.

What Do US Tax Cuts Mean for Global Investors?

Recent tax reform in the US will have far-reaching consequences for both US and foreign companies. Which sectors will benefit — and which will lose out?

Demographic Disruption

Demographic Disruption

Amlan Roy, Global Chief Retirement Strategist, explains the five ways in which demographic forces are disrupting the world and the key implications for investors.