[26-Jan-2022 09:38:08 Australia/Sydney] PHP Fatal error: Uncaught Error: Call to undefined function add_action() in /home/whitehel/public_html/wp-content/themes/web-whitehelm-2017/lib/utilities/customiser.php:44 Stack trace: #0 /home/whitehel/public_html/wp-content/themes/web-whitehelm-2017/lib/utilities/customiser.php(31): UnderSwell_Customiser->__construct() #1 /home/whitehel/public_html/wp-content/themes/web-whitehelm-2017/lib/utilities/customiser.php(385): UnderSwell_Customiser::sharedInstance() #2 {main} thrown in /home/whitehel/public_html/wp-content/themes/web-whitehelm-2017/lib/utilities/customiser.php on line 44 Thought Leadership Research | Whitehelm Capital

Thought Leadership Research

On a monthly basis, Whitehelm publishes proprietary research on current macroeconomic or financial market issues, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

To receive future research directly, please subscribe here

Research Listing

Pushing On A String - Revisiting The Japanese Rate Experience

Pushing On A String - Revisiting The Japanese Rate Experience

July 2021

In this month’s article, we discuss Japanification in the midst and aftermath of the COVID-19 era. We begin by providing a refresher on Japan’s economic experience since the early 1990s. We then turn to the unconventional monetary policy settings that have become conventional across the developed world, and how, when paired with structural issues, the likelihood of a Japanification scenario increases.

Download 583kb