Telephone 01260 226 610
Mobile 07429 652 970
Email enquiries@laforum.co.uk

White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

DGC Asset Management - Critical Insights - Ecology and the Environment

So far in this Critical Insights report series we have focussed on the main threats to wealth facing the modern investor. To do this we have analyzed global demographic trends, social economics in emerging economies and the 21st century economic policy book.

As we now come the final stage of the first section of the report series, we look at how rapid changes in the environment – man-made or otherwise – are driving changes in the global supply chain, and how this new ecology is supporting a shift in value away from financial markets and into sustainable real assets.

We are confident that you will find value in our report series, and the information will be crucial in understanding our conclusions in the second part of this report series; ‘Impact for Investors’ which will begin next week.

Company: DGC Asset Management
Date added: 14-03-2016
Sector: Environmental, social and governance (ESG)

>> DOWNLOAD WHITE PAPER

DGC Asset Management - Critical Insights - Inflation vs Deflation vs Stagflation

The European Central Bank announced today that they will be cutting interest rates from 0.05% down to 0% and increasing their Quantitative Easing Programme by a third to 80 billion euros from April.

This is very interesting timing as in Part 5 of our series, we begin to examine the current economic climate; one that is largely manipulated by monetary and fiscal policy, and increasingly influenced by geopolitics. This report contains an insight into inflation and we look at the major influencers of value growth, from aforementioned policy decisions designed to float a potentially deflationary economy in the West (highlighted in the news today), to the socio-economic factors driving rapid expansion in emerging economies.

We look at how the dynamics of demographics we pointed out in Part 1 of this series are advancing emerging market economies whilst weighing down long-term growth prospects elsewhere. We now aim to weigh to this combination of inflationary and deflationary pressures, and seek to find some answers as to how this might play out in the global economy.

Company: DGC Asset Management
Date added: 14-03-2016
Sector: Briefing - Investment

>> DOWNLOAD WHITE PAPER

Sectors

Company