White people are a rapidly diminishing minority of global populationRadioGenoa (@RadioGenoa):In 1900 white population of world was 36%, today it is 8%. ...

Interest Rate Drivers - Global interest rates are primarily determined by the balance between saving and investment, not solely by central banks' inflation stabilization efforts [1] - Increased saving tends to push interest rates down, while increased investment pushes them up [1] - Structural forces have shaped interest rates over the past 50 years [1] Factors Influencing Interest Rates - Slowing productivity growth, due to diminishing returns from the ICT revolution, has exerted downward pressure on interest rates over the past 30 years [2] - Demographic shifts, specifically the baby boomers' transition from saving to drawing down on savings during retirement, impact interest rates [2][3] Potential Future Shifts - AI's transformative impact on work and technology could potentially drive interest rates upward in the future [3] - The baby boomers demographic shift could also contribute to rising interest rates [3] Market Focus - The market is closely watching a sell-off in long-dated bonds in developed countries [4] - An upcoming auction of 30-year government bonds in Japan is of particular interest [4]

Demographics are destinyVisegrád 24 (@visegrad24):Demographics are destiny. https://t.co/Ko2G6MYVgN ...

Demographic Trends - The bias in favor of boys is decreasing in developing countries [1] - A preference for girls is emerging in the developed world [1]

The place where we're seeing the most traction and the most growth is that young 18 to 49 fan. We skew female, but we have a pretty strong contingent of male supporters. They tend to be technologically savvy, high household income, and really representative of the communities where we play.And for that reason, we've been able to really scale our business with media partners and sponsors because they're the people that buyers really want to reach. ...

The bias in favour of boys is shrinking in developing countries even as a preference for girls emerges in the rich world https://t.co/XkLMIOBKLv ...

Yup... and its financing our replacements via AI and robots... everything is demographicsAnsem (@blknoiz06):kinda funny how they're forcing everyone to be giga long stocks & crypto because if you're not, your wages won't keep up with inflation & your savings get depleted as the dollar's value evaporates year over year ...

Demographic Trends - Japan is projected to experience a population decline of approximately 1 million people this year [1] - The population decline is characterized by 900,000 more deaths than births in 2024 [1] Technological Impact - AI is presented as a potential solution to reverse the demographic decline [1] - The demographic shift is attributed to factors predating the emergence of AI, suggesting long-term trends [1]

Private Market Trends - Private markets are in the early stages of a super cycle, driven by democratization and demographic demand [2] - Convergence between public and private markets is occurring as a way to innovate and create new products to meet the needs of retirees [3][4] - The industry could grow well beyond $20 trillion, driven by the potential inclusion of private assets in individual retirement accounts (IRAs) [4] - Demographic trends are positive globally, supporting private market firms' ability to raise private credit funds and deploy capital in various regions [7] Investment Strategies & Asset Allocation - A mix of private credit and private equity products will be seen in IRAs and 401(k)s to enable diversification [11][12] - Adding private markets products into retirement accounts diversifies portfolios, which traditionally have low fees but potentially less impressive performance [8] - Private equity is facing challenges, while private credit is performing well [5] Challenges & Risks - Private equity vintages around the pandemic face write-downs and a tough exit environment [10] - Limited partners (LPs) are actively seeking liquidity in the secondary market due to the long-term nature of ten-year funds [18] - The economy is showing amber warning signs, and valuations are skating on thinner ice, with geopolitical risks and policy uncertainty being the biggest issues [19][20] Impact on Public Markets - Public markets have been on the back foot, with companies dropping out, leading to a difficult exit environment for private equity [13][14] - Additional trillions flowing into private equity firms will generate billions in management fees, benefiting the equity of these firms, which are often publicly traded [14] - A rebalancing from public dominance to a mix of public and private markets is expected over the next decade [15]

Unlocking a full picture of Russia’s demographic situation is becoming increasingly hard after the state stopped publishing monthly statistics amid the Kremlin’s war against Ukraine https://t.co/zkx7DpWuWk ...