Showing posts with label Demographics. Show all posts
Showing posts with label Demographics. Show all posts
Monday, February 3, 2020

3/2/2020: Demographics and Support for the EU: Populism Base

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Rising populism in politics, demographics and the financial crisis aftershocks are linked. Intuitively and empirically. And thus says a ne...
Saturday, July 6, 2019

6/7/19: American Pride: Another Divide

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A great nation, divided and wanting for change as it may be... But just how divided are Americans? Bloomberg chart on a recent Gallup Poll...
Sunday, March 25, 2018

24/3/18: Dysfunctional Labour Markets? Ireland’s Activity Rates 2007-2016

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Having posted previously on the continued problem of low labour force participation rates in Ireland, here is another piece of supporting ...
Tuesday, January 23, 2018

22/1/18: Interest Rates, Demographics and Secular Stagnation: Euro Area 2018-2025

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An interesting recent paper from ECB on the link between monetary policy (interest rates) and secular stagnation. Ferrero, Giuseppe and Gr...
Thursday, September 14, 2017

14/91/17: Risk, Uncertainty, Political Risks and Markets

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My article on the links between political risks, financial returns and economic growth in the MFTimes :  http://issuu.com/publicationire/d...
Thursday, July 20, 2017

20/7/17: U.S. Institutions: the Less Liberal, the More Trusted

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In my recent working paper (see http://trueeconomics.blogspot.com/2017/06/27617-millennials-support-for-liberal.html) I presented some evi...
Tuesday, June 27, 2017

27/6/17: Millennials’ Support for Liberal Democracy is Failing

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New paper is now available at SSRN: "Millennials’ Support for Liberal Democracy is Failing. An Investor Perspective" (June 27, 2...
Wednesday, July 20, 2016

20/7/16: McKinsey's "Generation Worse"...

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A new study from McKinsey looks at the cross-generational distribution of income as a form of new ‘inequality’, in words of the authors: “...
Wednesday, July 13, 2016

13/7/16: Xenophobic Britain, Good Europe Mythology

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You know the shrill of the deeply wounded 'Remain' supporters from the UK Referendum that did not go their way? Ah, yes: "Old...
Saturday, June 18, 2016

18/6/16: Retail At Google Conference: June 2016

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My slides from this week's presentation at Google Retail conference: ...
Wednesday, May 4, 2016

4/5/16: Talent Is a Problem, But so Is Financial Services Model

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When it comes to talent, hedge funds tend to hoover highly skilled and human capital-rich candidates like no other sub-sector. Which means...
Monday, April 18, 2016

18/4/16: Demographics, Ageing & Inflation

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In my Investment Theory & ESG Risk course, a week ago, we were looking at Asset Price Models extensions to incorporate inflation risks...
Monday, January 18, 2016

18/1/16: Forget Conventional Geopolitics, Demographics is the New Global Conflict Ground Zero

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While analysts are worried about geopolitical tensions relating to *hot*, *cold* and *frozen* conflicts of traditional nature, the real Gl...
Thursday, January 14, 2016

14/1/16: Push or Pull: Entrepreneurship Among Older Households

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Recently, I highlighted some of the potential problems relating to the less stable nature of the Gig Economy employment, including the lon...
Tuesday, July 7, 2015

7/6/15: Secular Stagnation: A Double-Threat

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Recent evidence on long term growth dynamics and drivers decomposition across the advanced economies presents a striking paradox relating...