We start with the story of a chopper crew. That's a Japanese term, meaning falling behind. In 1980, Japanese industry was the envy of the world in a variety of sectors, such as automotive, electronics and steel.As a result, asset values went up, particularly here in Tokyo, where real estate values went sky high, supported by patient capital that did not demand a lot of returns. The 1990s, though, saw that asset bubble burst and when the Japanese government and Japanese banks did not step in aggressively, th ...

From @WSJopinion: Can Germany reclaim its destiny despite its demography? A rapidly aging population puts the country—and therefore Europe—on a path toward a growth cliff, writes Joseph Sternberg.https://t.co/wqSWB3yqVF ...

Rather than try in vain to raise birth rates, governments need to prepare for old societies and the new lives still to be born into them https://t.co/Q77FnQtpnl ...

As the population ages, more workers are going to face cognitive impairment. Maybe they don’t have to stop working as soon as they fear. https://t.co/6wOUWSRiYo ...

U.S. States Work to Prepare for an Aging Population ...

Market Trends - Aging baby boomers are driving growth in the senior living sector [1] Industry Challenges - The Covid-19 pandemic led to the default of nearly 100 senior living facilities funded by municipal bonds [1]

South Korea’s fertility rate has plummeted from over 6 children per woman in the 1950s to a world-record low of 0.75 in 2024—a slight rebound from 0.72 in 2023, yet still far below the 2.1 replacement level.If trends persist, the population could shrink dramatically, halving by 2070 and risking national ‘disappearance’ through extreme depopulation and aging by 2100 ...

Europe’s Birth CollapseFrom the post-war baby boom to a barren future: Europe’s total fertility rate has plummeted from 2.7 children per woman in 1950 to a historic low of 1.38 in 2023—well below the 2.1 replacement level. With aging populations and shrinking workforces, the continent faces an existential reckoning unless bold policies reverse this tide ...

Germany’s labor pool is set to shrink more than previously thought, according to new projections that underscore how an aging population will weigh on Europe’s No. 1 economy. https://t.co/uLdzg4TKln ...

THIS IN HER 2026 INVESTMENT THEMES IS LISA THOMAS, MANAGING DIRECTOR AND DEPUTY HEAD OF GLOBAL RESEARCH AT TD COWEN. LISA, GOOD MORNING. GOOD TO SEE YOU. >> HEY, GOOD TO SEE YOU, FRANK.>> SO YOU CAME OUT WITH SOME SOME OUTLOOKS FOR 2026. HOW MUCH OF THIS IS DEPENDENT ON NOT ONLY GETTING A CUT TODAY, BUT THE FED CONTINUING TO CUT. >> YOU KNOW THEY'RE REALLY NOT.THESE ARE THE LONGER TERM THEMES RIGHT. SO EACH YEAR WE REALLY TRY TO PULL BACK THE APERTURE AT TD COWAN AND LOOK AT THE BROAD INVESTMENT THEMES THAT ...