THEMES // EMERGING MIDDLE-CLASS // DEMOGRAPHIC TRENDS & GLOBAL POPULATION EXPANSION
Demographic Trends Point To Long-Term Investment Opportunities
  • Global population is set to expand greatly in the next 40 years.
  • Retirement of a wealthy post-WW II "baby boom" generation in developed nations will be a major driver of global consumption trends.
  • Unprecedented economic growth in previously under-developed (and hugely populous) nations will lead to an explosion in the middle-class in these nations.
  • Investment in companies and sectors set to benefit most from the shift to a more consumptive lifestyle can reap huge rewards.

Global Population Expansion // GLOBAL POPULATION 1950 - 2050

  • Global population in 2007 stands at 6.6 billion people.
  • By 2050 this number will swell to 9.4 billion.
  • This represents an increase of 42.42%.
  • Growth is projected to slow in the coming decades,

  • BUT
  • Any growth means more people consuming limited resources.