The silver lining behind global aging
September 19, 2016 01:00:00 AM
Many institutional investors have not traditionally been organized to implement investment ideas that are broad, thematic and straddle traditional asset classes. Those that have factored in longevity have largely done so focused on the implications for liabilities and longevity risk in their portfolios. But the megatrend of global aging is only accelerating, and investors will find it worthwhile to focus and capitalize on the long-term opportunities arising from this unprecedented demographic transition. Demography might not be destiny — but it will certainly change the fabric of the global economy in ways that we cannot ignore.