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October 2013

Heads or tails?

Heads or tails?

The number of people on planet earth will grow from around 7 billion today to over 8 billion by 2030. At the same time, the old-age dependency ratio in many countries around the world will reach critical levels, creating significant headwinds for economic growth and financial markets across the old world. Meanwhile, almost 3 billion people from all over the world will join the middle classes between now and 2030, a shift which may provide a counterbalance. The outcome is far from clear, however, and that is the topic of this month’s Absolute Return Letter.

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Investment Megatrends

Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team.

Related Investment Megatrends

Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team. Read more about related Megatrend/s for this article:

About the Author

Niels Clemen Jensen founded Absolute Return Partners in 2002 and is Chief Investment Officer. He has over 30 years of investment banking and investment management experience and is author of The Absolute Return Letter.

In 2018, Harriman House published The End of Indexing, Niels' first book.

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