Demographics, growth and investing: When the structural collides with the cyclical
Francis Rybinski CFA, treated CFA Society Chicago to his analysis of the current global demographic situation and its implications at the latest Vault Series lecture on March 12. Rybinski is the chief macro strategist at Aegon Asset Management, responsible for guiding the firm’s global macroeconomic view pertaining to tactical and strategic asset allocation. His presentation included a wealth of statistics that highlighted the weak rates of growth of both population and productivity in developed economies around the world and how that situation limits investment managers.
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