Research Briefing
The past year has seen a reshaping of long-run risks, with rising trade uncertainty, threats of US isolationism, and accelerating...
Demographics
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Displaying 1 to 20 of 84 results
Research Briefing
Demographic trends imply emerging market savings rates are approaching multi-decade peaks and will only fall marginally over the next few...
Research Briefing
We've raised our terminal rate assumption for the Bank of Japan to 1.5% from 1% in February. This reflects changes...
Research Briefing
Europe’s cities are at a critical point, with population stagnation, weakened industrial competitiveness, and acute housing crises weighing heavily on...
Research Briefing
Despite revising our labour supply projections up, the Eurozone's rapidly ageing population will lead to a 6% decline in potential...
Research Briefing
House prices are continuing their descent across China’s cities, signalling the country’s ongoing property market downturn still has distance left...
Research Briefing
We believe the huge increase in foreign workers in Japan will prove unsustainable, despite the considerable labour shortages across various...
Over the past decade, the UK population has continued to grow steadily, recording stronger growth rates than many European peer...
Infographic
Our Megatrends Scenarios model a range of long-run global scenarios. In the Q3 update, these include Tech Revolution, Secular Stagnation...
Research Briefing
Australia’s student migration slowed in FY2025 as higher fees, testing standards, and provider caps took effect. While net overseas migration...
Research Briefing
Amid the continued decline in working-age population, we expect Japan's knowledge-intensive manufacturing sectors will likely outperform other sectors. Machinery, automotive,...
Research Briefing
Japan's industries, which are exposed more to international demand than to tepid domestic demand, are often concentrated in certain cities....
Consulting Report
Consulting Report Forecasting the Growth of Millennial Wealth in the US You might be interested in
Research Briefing
The resilience of consumption is essential to support sustained wage-driven inflation and the Bank of Japan's rate hikes. We see...
Infographic
This infographic presents our Megatrends Scenarios model, which outlines various long-term global scenarios.
Research Briefing
Global economic growth has been slowing during the past decade, especially when compared to the pre-2008 trend. This deceleration is...
Research Briefing
Our updated analysis shows that the risk of 'Japanification' – a lengthy period of low growth and low inflation or...
Research Briefing
We estimate that the weight-loss drug industry will be worth $80bn-140bn annually by 2030, thanks to rising rates of obesity...
Research Briefing
Fertility rates have been declining globally over the past few decades, and Australia has followed suit. After a small 'baby bump' during...
Our latest whitepaper reveals that the middle class population in emerging markets is set to double over the next decade,...
