by Brunello Rosa and Joseph Shupac

15 January 2019

In this report we discuss:

  1. Current demographic trends and their implications for global macroeconomic developments;
  2. The policy and political implications of current demographic trends;
  3. An in-depth discussion of countries’ age dependency ratios as indicators of economic potential;
  4. The market implications of all the above.

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Download PDF: The Revenge of Demographics – January 2019

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