Hi everyone, my background is in macroeconomics and I’ve always wondered to what extent is demographic change accounted for in investing. When I discuss the topic, I am often get told that the trend per doesn’t really matter because it is slow moving. However, I wanted to know how you think about the topic.
Is demographic change an underappreciated macro trend?
byu/gaelic_asterix ininvesting
Posted by gaelic_asterix
1 Comment
Demographics are the ultimate underappreciated macro trend because while they move at a glacial pace, they act as the permanent gravity for labor supply, consumption patterns, and the future of global growth.