Drawing on the firm’s signature analytical rigor and global perspective, this report explores the most pressing demographic transitions shaping markets, policy, and capital allocation from 2025 to 2050. The study examines the economic consequences of declining fertility, rising longevity, and shifting dependency ratios, and translates them into actionable insights for investors, policymakers, and corporate leaders.
Key Highlights:
- Forecasts of old-age dependency ratios across the OECD
- Sectoral risk-opportunity maps driven by aging trends
- Pension and long-term care cost projections under extended life scenarios
- Migration, automation, and family policy as core levers for demographic resilience
- Strategic implications for asset managers, insurers, real estate, health, and tech
Backed by compelling data visualizations, country comparisons, and a strategic investment lens, this report is a must-read for those navigating long-term trends in labor markets, social security systems, and consumer behavior.
Who should read this: Institutional investors, sovereign wealth funds, central banks, pension fund managers, private equity professionals, regulators, and public policy leaders.
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