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One of the key themes being discussed and debated at this year’s Aspen Ideas Festival is: “How will we live in a world with exploding population growth?” There are a variety investment opportunities to be had in connection with this.
In a time of financial crisis and “risk off” mentality, it’s easy to overlook some compelling longer-term trends that will meaningfully impact your investment returns in the years to come. America, Europe and Japan are overleveraged, and the demographic headwinds of their growing non-working age populations will further hamper their respective ability to generate robust economic growth.
Conversely, many emerging market countries will be home to an exploding population with a growing working-age populace over the next several decades. We will see trends appear: more consumers, more of whom are working, and more of whom will see their incomes rise. All of these trends lead down the road to vibrant economic growth and attractive investment opportunities in these emerging market countries.
As an investor, you should come away with three immediate conclusions to this contrasting phenomenon:
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