Many Asian countries run the risk of getting old before they get rich. Helping precarious workers prosper is more pressing now than ever https://t.co/P2mqHEQrRl ...

Many Asian countries run the risk of getting old before they get rich. Helping precarious workers prosper is more pressing now than ever https://t.co/f1md42eXm7 ...

Japan sets record of nearly 100,000 people aged over 100 https://t.co/lnhnMnw0c1 ...

Summary of Brookfield Corporation's 2025 Investor Day Company Overview - **Company**: Brookfield Corporation (NYSE: BN) - **Date of Investor Day**: September 10, 2025 - **Key Focus**: Evolution of business strategy, growth opportunities, and financial performance Core Industry Insights - **Investment Strategy**: Emphasis on value investing and access to capital as key drivers of growth [1][2] - **Asset Management**: Growth in assets under management (AUM) to $1 trillion and operating income to $19 billion [4] - **Market Trends**: - AI presents a $7 trillion opportunity [4] - Aging populations increasing demand for wealth products [5] - Real estate recovery is underway, with strong operating fundamentals [6] Financial Performance Highlights - **Earnings Growth**: 22% annualized earnings growth over the past five years, with a target of 25% compound annual growth in the next five years [15][16] - **Capital Raising**: Raised over $95 billion in capital and deployed $135 billion into new investments [18][19] - **Distributable Earnings**: Wealth solutions business generated $1.7 billion in distributable earnings [19] Strategic Initiatives - **AI Investments**: $200 billion investment project in AI infrastructure, expected to be a major business segment within 10 years [5] - **Wealth Solutions**: Targeting $600 billion in assets through integrated investment-led insurance strategies [11][43] - **Real Estate Strategy**: Anticipating $24 billion in capital generation through real estate transactions [42] Growth Projections - **Future Earnings**: Projected growth in distributable earnings to $10.40 per share by the end of the planned period [51] - **Valuation**: Planned value per share expected to grow to $210, reflecting a 16% compound annual growth rate [51] Risk Management and Capital Allocation - **Conservative Balance Sheet**: Focus on maintaining high liquidity and capital efficiency [17][46] - **Capital Allocation Strategy**: Centralized approach to allocate cash flow to areas with the best return potential [46][47] Key Takeaways - **Long-term Growth**: Brookfield is well-positioned to deliver 15% plus returns to shareholders, supported by a diversified earnings stream and strategic capital allocation [53] - **Market Position**: The company has a strong competitive advantage in real estate and wealth solutions, with a focus on sustainable growth and risk management [44][54] Additional Insights - **Carried Interest**: Expected to generate $25 billion in net realized carried interest over the next 10 years, significantly increasing from $4 billion in the past decade [34][36] - **Real Estate Portfolio**: Focus on core and transitional assets, with a strong emphasis on high-quality properties in key global markets [58][59] This summary encapsulates the key points discussed during Brookfield Corporation's 2025 Investor Day, highlighting the company's strategic direction, financial performance, and growth opportunities in the evolving market landscape.

The death of GreeceVisegrád 24 (@visegrad24):🇬🇷 More than 700 schools have been closed in Greece due to a prolonged demographic crisisGreece has one of the lowest fertility rates in the European Union - around 1.3 births per woman, far below the replacement level of 2.1.The population is rapidly aging, while young https://t.co/WvS0RIbwWQ ...

Core Insights - The aging global population is reshaping healthcare systems and creating long-term growth opportunities in various sectors, particularly in geriatric care services, which is projected to grow from approximately $1.21 trillion to around $2.12 trillion by 2034 at a CAGR of 6.4% [2][3]. Industry Overview - The demographic shift towards an older population is significantly altering healthcare consumption patterns, leading to increased demand for pharmaceuticals, medical devices, home care services, and digital health solutions [4]. - The rise in life expectancy is associated with a higher prevalence of age-related diseases, prompting pharmaceutical companies to focus on developing treatments for chronic conditions prevalent among older adults [6]. Company Strategies - Major healthcare companies like AbbVie, Amgen, Stryker, and Dexcom are capitalizing on the aging demographic by enhancing operational efficiency and expanding their product offerings [5]. - AbbVie is actively pursuing strategic partnerships and acquisitions, such as the acquisition of Aliada Therapeutics, to strengthen its position in the senior demographic and develop treatments for Alzheimer's disease [9]. - Amgen is focusing on biopharmaceutical innovation to address the health needs of aging societies, particularly in bone health and cardiometabolic research [12][13]. - Stryker is making strategic investments in the senior healthcare market, including the acquisition of Inari Medical to enhance its presence in the peripheral vascular market [15]. - Dexcom is expanding its continuous glucose monitoring systems to better serve seniors, ensuring accessibility through Medicare coverage [18][19]. Investment Opportunities - The healthcare sector is viewed as resilient during economic downturns, providing consistent revenues and cash flow stability due to stable demand for critical treatments and pharmaceuticals [8]. - Innovations in medical technology and home care services are creating new revenue opportunities, with companies like Medtronic and Abbott leading advancements in elder care solutions [7].

Boomers are turning 80 and they're about to reshape real estate. We're in this multi-year growth opportunity because we're serving this large and growing aging population. The demand supply is tipped very strongly in the favor of owners of this asset class. Supply is the lowest it's been in decades. It is a secular mega trend that's going to continue as the baby boomers start to turn 80 in 2026.And there's limited supply. ...

Group 1 - The core viewpoint of the articles emphasizes the urgent need for a diversified, professional, and intelligent approach to elderly care in response to China's aging population [1][2][4] - The transition from family-based care to socialized elderly care is highlighted, with a focus on establishing a more equitable and accessible high-quality elderly care service system [2][4] - Experts propose the integration of technology, such as IoT and big data, to enhance health management for the elderly, enabling real-time monitoring and intervention [2][3] Group 2 - The articles discuss the increasing demand for elderly care services, which is outpacing the capabilities of families to provide adequate support, leading to a shift towards socialized supply [4][5] - The insurance industry is identified as a crucial player in the elderly care market, with significant investments exceeding 300 billion yuan in areas like elderly community construction and health ecosystem development [6] - The need for insurance companies to offer comprehensive financial and service guarantees is emphasized, including funding for elderly services and risk management to improve the quality of life for the elderly [5][6]

Policy & Regulation - China's highest court ruling makes waiving social insurance contributions impossible for workers and employers [1] - Employers must now pay financial compensation if an employee terminates a contract due to unpaid social insurance [2][3] - Economists suggest the government may revise the policy later on if the impact is huge, potentially by delaying implementation or creating easing measures [10] Social Impact & Concerns - Many individuals voluntarily waive social insurance for higher pay, raising concerns about the impact on companies, especially SMEs [4] - Concerns exist that the money paid now will benefit the elderly, with uncertainty about future support for contributors due to low birth rates [5] - Social insurance inequality is a concern, with state-owned employees receiving approximately twice the payouts compared to private firm employees, and rural residents receiving less than 10% of what urban residents in private firms get [6][7] Economic Implications - Aging population strains the pension system, with 20 million people retiring annually over the next decade and fewer people entering the workforce [7][8] - The Chinese Academy of Social Sciences forecast in 2019 that the state pension system could run out of money by 2035 [9] - Survey indicates less than 30% of companies were fully compliant with paying social insurance [3]

RT Mario Nawfal (@MarioNawfal)🇨🇳 CHINA’S KINDERGARTEN CRASH REVEALS BIRTH RATE COLLAPSEPreschools across China are shutting down.Enrollment has plunged 25% in just four years.That’s 12 million fewer children in kindergartens since 2020.Nearly 42,000 facilities have closed.The cause: a historic crash in births, following decades of one-child policy and accelerating population decline since 2021.Some owners are converting classrooms into nursing homes.One school in Jinhua shrank from 270 kids to 42 beds for e ...