DISRUPTIVE IDEAS

The Revenge of Demographics

The Economic, Policy and Financial Implications of Current Demographic Trends

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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