The Future is Changing: How Global Demographics Will Shape Opportunities

As the world undergoes seismic demographic shifts, investors are facing a landscape ripe with challenges and unprecedented opportunities. Some regions are bracing for booming populations, while others face declining workforces. Aging societies are questioning productivity, and emerging economies are on the cusp of labor transformations. As global labor markets, consumption patterns, and productivity evolve, the ripple effects could reshape investment opportunities and the competitive landscape.

Consider the future landscape:

• Japan’s population is projected to drop from 122 million to 87 million. Can productivity gains offset the shrinking workforce? What new pressures will this place on households and elder care?

• India’s labor force could surge by 21% by 2065, thanks to increased female participation. Will the nation’s infrastructure and economy keep up with rising demand and potential consumption growth?

• China’s workforce will soon stop growing, leaving GDP reliant solely on productivity gains. Will this be enough to counter the effects of a stagnant labor pool?

• Southern Africa is set to more than double its population, yet education and infrastructure lag behind. Can the region support an additional 500 million workers?

• As Eastern Europe stabilizes its population and enhances its infrastructure, could it rival Western Europe, which may be facing an economic plateau?

Join us as we dive deep into the major demographic shifts that are impacting global, regional and local economies.