Investment Strategy Insights

The latest research & strategic thinking from Tristan Capital Partners

From Simon Martin, Chief Investment Strategist & Head of Research

Great chart ...

Perfectly illustrates why the ECB needs to get a shift on ... it is now behind the curve and if it stays that way it will cause a recession ...

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Meh ...



If you population ages ... so does your workforce ...

Particularly if healthcare is expensive and if pensions provision is personally funded ... mind you that does pre-suppose your life expectancy rises ... which as the bottom chart shows ... is not a given ... even in an advanced economy...

My favourite word ... capex...

It's not like it wasn't important before we discovered ai ... but the sheer scale of what's need to meet digital and climate objectives way out runs what's currently been collected by specialised firms that know how to deploy it ...