Rising tide

par , | 07/09/2018

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Why clean-water investing is poised for a huge wave of growth and how you can ride it.

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The unintended consequences of saving the world from the financial crisis

01/11/2018

Résumé

The response of central banks to the financial crisis 10 years ago may have saved the world from a devastating depression, but it also created a host of unforeseen effects – from more indebtedness to more economic inequality. Looking back at what we got right – and what went wrong – what lessons can we take away for the future?

Key takeaways

10 years after the financial crisis, the global economy arguably solved a debt crisis with more debt, made affordable by low interest rates and quantitative easing
Low yields have made safe returns hard to find – yet strict investment guidelines and risk-aversion have left many investors unable to escape the effects of financial repression
Fundamental and structural reforms remain elusive for many economies, as Japan has shown over the last 30 years
Political uncertainty and populist politics could continue to rise as each economy comes under pressure to grow and deleverage simultaneously
Inflation remains the enemy for investors: it is the “stealth default” solution for a world with too much debt

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The unintended consequences of saving the world from the financial crisis

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Rising tide

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About the authors

The unintended consequences of saving the world from the financial crisis

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