How to profit from demographics

By Fidelity International

Demographic trends promise something priceless. By observing the changing structure of a population’s age and income, patient investors who accurately forecast these slow-moving trends can benefit clients over the long term.

In the near term, these societal changes can seem a little muddy, and subject to unpredictable influences. Recently, record levels of immigration boosted Germany’s workforce, changing its demographic make-up, while China reversed its one-child policy in a move aimed at confronting problems posed by its ageing society.[1]