Thematic: Demographics
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5 things to know about migration and the property market
Today, Sascha is joined by Core Logic’s Head of Research Eliza Owen to the podcast to talk about one of their recent articles.27 November
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General
The Profound Effect of Americans Living Longer Lives
Today, more than one third of all Americans are over 50. Every day 10,000 Americans are turning 65 and by 2030, one in five of us will be 65 or over25th Oct, 2023
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General
The developing country industrialisation series
This was a comprehensive look at a number of developing countries and how their economies are changing. All over the world, from Mexico to Indonesia, Vietnam to Jamaica, there are fascinating growth stories playing out and interesting companies emerging. This series of articles has attempted to tell some of their stories.14th Mar, 2023
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Demographics
Japan births fall to record low as population crisis deepens
The number of births registered in Japan plummeted to another record low last year -- the latest worrying statistic in a decades-long decline that the country's authorities have failed to reverse despite their extensive efforts. -
Expert: Oliver Hextall - the investing opportunity in changing demographics | Fidelity
In this episode, Bryce and Alec are joined by Portfolio Manager Oliver Hextall of the Fidelity Global Demographics Fund.15 December
Sponsored by Fidelity
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General
Global supply chains: An opportunity for automation?
The disruption of supply chains has caused havoc globally. But as we look forward to normalisation, why should investors be looking at automation to take advantage of this chaos?14th Dec, 2022
Source: Fidelity
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The world has reached 8 billion people. Where to next?
The world’s population growth has been staggeringly fast in the past two centuries, but the rate of growth has now started to decline.25 November
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General
What are demographics?
Understand what demographics are and how the big themes of more lives, longer lives and better lives can lead investors to identifying the investments trends of the future.2nd Jun, 2022
Source: Fidelity
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Why population is the ultimate megatrend with Lauren Jackson | ASX Week
In Today's episode we'll be speaking with Lauren Jackson of Fidelity on Key Megatrends driving Global Markets.9 May
Sponsored by Australian Securities Exchange (ASX)
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General
The rise of automation and robotics
The human race is aging at an unprecedented rate. Over 2 billion people expected to be over 60 by the year 2050, placing unsustainable pressure on the work force. The answer may lie in automation and robotics - something we've already seen in Japan. But what are the opportunities for investors?14th Apr, 2022
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Bonus: Expert: Alex Gold - Demographics is the ultimate megatrend | Fidelity
Alex Gold is a portfolio manager of Fidelity Global Demographics Fund, which can be purchased on the ASX - ticker: FDEM Longer lives, More lives and Better lives are structural drivers in the world over the next few decades and Alex provides details around why as an investor you need to be aware for the future. As a growing, and aging population, Alex provides a great lens for investors see the next 30 years. Taking a long term view in demographics behind several megatrends in the world is the main topic for this episode.11 February
Sponsored by Fidelity
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Industry Deep Dive: Fertility and IVF
We take a deep dive into fertility and IVF... suggested by a member of the EM community20 June