Summary
Trend
Increasing Ageing Population. In United States, the ratio of children to older citizens are decreasing. By around 2050,
Birth rate
Some Implications
Economic growth. Once the labor force decreases in future, it is possible that the economic growth of the country will slow down. Also, as the burden … increase, the life quality, slow down.
Government Pressure: The slowdown of economic growth may lead to high interest rate and therefore increase the cost of funding for the government. Besides, since the ageing population increases, the welfare supported by governments in some countries also face pressure. sovereign risk (example in Europe)
(http://www.balentine.com/2014/02/demographic-trends-implications-investors/)
(Which asset class more favourable? risk appetite?)
Sell-side Impact.
Buy-side Impact.
Specific Industry.
More to Consider
Foreword: more to consider; long-term process; people may be responsive to these trends; opportunities arise;
Features of new generation: The Rise of the Millennial Generation
New Trend (Technology)
Immigration.
Opportunities.
Emerging Markets.
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