The Impact of Demographic Trends on Investing

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.

 

Read More

 

 

 

Founder of Hanerest and Investor.

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