The Contrarian Investor: Gardiner's World

It is a scary world out there isn't it?

If the eurozone does not drag us down, maybe oil-tanker drivers will. Looking into the dim and distant future, chronic worriers might switch their attention to the real biggie, the demographic timebomb ticking away in the corner. The West is ageing, therefore we are all doomed. Or maybe not if we are to believe Kevin Gardiner, head of investment strategy for EMEA at Barclays – his latest paper, entitled Is the demographic timebomb a dud? is a salutary reminder of the perils of thinking about globalised economies as a simple black box, with predictable follow-on effects on investments. ...