Why should changes in population structure affect valuations?
Part of the Demographics and destiny series
- US immigration edition
- US housing edition
- Labour force and consumer spending edition
- New minorities are the new majority
- A cautionary tale of relying on demographic projections
- How much do demographics really matter?
- Aging, real rates, and labour bargaining power: the case of Japan
- Why should changes in population structure affect valuations?
- Do demographics dictate lower returns to capital and faster inflation?
- US immigration edition
- US housing edition
- Labour force and consumer spending edition
- New minorities are the new majority
- A cautionary tale of relying on demographic projections
- How much do demographics really matter?
- Aging, real rates, and labour bargaining power: the case of Japan
- Why should changes in population structure affect valuations?
- Do demographics dictate lower returns to capital and faster inflation?
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