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: