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The case for a new economics

Published by : M&G Investments

Earlier this year, Matthew Klein at FT’s Alphaville, made a typically punchy and well-argued case for abandoning a cornerstone of the current macro policy framework – the NAIRU.

Published: 06 March 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Has the Bank of Japan solved the ‘Piketty problem’? Japan’s unlikely re-distribution

Published by : M&G Investments

Why is the Bank of Japan (BoJ) trying to raise the rate of inflation? Taking account of its demographic profile, Japan’s economic performance has been impressive by developed world standards, as Anne Richards at Bond Vigilantes recently points out, and the economy appears to be at close to full

Published: 06 March 2017

Business Area: Economics

Type: Portable Document Format (.pdf)

Investing in a world where less is more

Published by : Sarasin & Partners

When investing for the long term, it pays to step back occasionally and consider the wider context, putting the scale of current events and asset values in perspective. Henry Boucher, Deputy CIO, looks at the impact of debt, demographics and income distribution on the global economy.

Published: 01 March 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

China – The World’s Best Consumption Story?

Published by : Baillie Gifford

In this paper Roderick Snell, Investment Manager of the Baillie Gifford Pacific Fund, examines three key drivers that are likely to make China one of the world’s best consumption stories.

Published: 09 February 2017

Business Area: China

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

Growth vs decline: Does 2017 spell trouble for China?

Published by : Aviva Investors

China’s economy is slowing, so its government have channelled their efforts into growth initiatives, delaying much-needed economic and structural reform. However, is this a move that will help China get back on track, or is it leading them down a slippery slope? Global growth reduction, labour costs

Published: 06 February 2017

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

Iain Richards: Technology is bringing responsible investment into the mainstream

Published by : Columbia Threadneedle Investments

Intelligent use of technology is paving the way for mainstream application of Environmental, Social and Governance (or ESG) principles in asset management. The adoption of a systematic approach that exploits technology to create intuitive, evidence-based tools that can be integrated seamlessly into

Published: 22 December 2016

Business Area: Investment Trusts

Type: Portable Document Format (.pdf)

Will a return to credit-fuelled growth mean trouble for China?

Published by : Aviva Investors

Nick Samouilhan (Senior Fund Manager, Multi-Assets), Mary Nicola (Senior Economist and Strategist), Liam Spillane (Head of Emerging Market Debt) and Will Ballard (Head of Emerging Markets and Asia Pacific Equities) discuss the implications of China’s prioritisation of short-term growth targets over

Published: 23 November 2016

Business Area: Economics

Type: Portable Document Format (.pdf)

China’s economic challenge

Published by : Aviva Investors

While the Brexit vote earlier this year precipitated dire warnings about the potential consequences for the global economy, China's ballooning debt possibly poses a far bigger threat.

Published: 23 November 2016

Business Area: Economics

Type: Audio/Video (.mp3, mp4, mpg)

Colin Moore: A CIO’s view of six key election issues

Published by : Columbia Threadneedle Investments

Election 2016 will have consequences for the economy and financial markets. Colin Moore looks at six election issues investors need to be aware of.

Published: 16 November 2016

Business Area: Wealth Management/Financial Planning

Type: Portable Document Format (.pdf)

Taking advantage of structural trends in Japan

Published by : Tokio Marine Asset Management

As is widely recognised, Japanese society is ageing rapidly and this will create significant pressure on the economy and the country in the long term.

Published: 22 September 2016

Business Area: Economics

Type: Other