Is the global economy close to reaching a tipping point?

• Virginie Maisonneuve, Head of Global and International Equities
• Katherine Davidson, Portfolio Manager, Global Demographic Opportunities
• 23 Oct 2012

In this article, we discuss some of the reasons behind the Arab Spring and assess its progress.

• Virginie Maisonneuve, Head of Global and International Equities
• Katherine Davidson, Portfolio Manager, Global Demographic Opportunities
• 20 Sep 2012

In this paper, we explore the drivers and implications of the recent uptick in fertility rates in Western Europe, assessing the potential for a ‘new demographic transition’ in the developed world.

• Virginie Maisonneuve, Head of Global and International Equities
• Katherine Davidson, Portfolio Manager, Global Demographic Opportunities
• 19 Apr 2012

Markets are notoriously fickle in the short term. But more than ever since mid 2011, they have been reacting to the most immediate macro events of the day. Their focus has swung from one event to another, each with an equally short time horizon.

• Virginie Maisonneuve, Head of Global and International Equities
• Katherine Davidson, Portfolio Manager, Global Demographic Opportunities
• 12 Apr 2012

This article explores the shifts in global competitiveness as the world adjusts to a post-financial crisis environment.

• Virginie Maisonneuve, Head of Global and International Equities
• Katherine Davidson, Research Associate - Global & Intl Equities
• 2 Aug 2011

Although we live in a globalised world, another trend is developing. This article explores the growing fragmentation within the 'global village'.

• Virginie Maisonneuve, Head of Global and International Equities
• Katherine Davidson, Research Associate - Global & Intl Equities
• 22 Jul 2011

This article looks at the demographic challenges facing Canada, a country covering almost 7% of the world's land with just 0.5% of its population.

• Virginie Maisonneuve, Head of Global & International Equities
• Katherine Davidson, Research Associate - Global & Intl Equities
• 10 Jun 2011

As the world's 'oldest' country, Japan provides a unique example of how countries and companies can respond to the challenges of aging

• Katherine Davidson, Research Associate - Global & Intl Equities
• Virginie Maisonneuve, Head of Global & International Equities
• 1 Jul 2010