Go east, young man

Loose monetary policy may be in vain as the developed-world population ages. Canny investors will be exposed to the burgeoning demographics of younger, emerging markets.

The current sea of liquidity is the developed world’s response to deteriorating demographics, according to Michael Power, Investec Asset Management Global Strategist. Power has aptly titled his thoughts Waterworld, after the film, explaining the global economy is sinking in this sea.

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