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Podcast: All into Account
Episode: The Best of The Long-Term Strategist
Description: In this All Into Account podcast Joyce Chang, Chair of Global Research and Jan Loeys, Long-term Strategist discuss the following topics:
Regime shifts that are not yet reflected in asset prices and implications for strategic asset allocationÂ
• Global warming and climate change
• Working-age depopulation in DMÂ
• Shift from Democracy to PopulismÂ
• De-globalization
• Higher US bond yieldsÂ
Current dynamics of longevity, retirement savings and investmentÂ
• Longer life expectancy and rising longevity inequality
• Rules of thumb for managing retirement savings
Lessons learned and final adviceÂ
• History does not always repeat ...