How Merck outpaces the 'fast followers'
Fund firm Antipodes Partners sets out the case for pragmatic investing while avoiding value trap firms hit by secular disruption
How nations, societies and businesses react to demographic change will have an huge impact on their prospects. How should investors respond?
The demographics section will analyse the economic and social implications of population change and ageing and how businesses and societies will adapt to the challenge. Demographic change is often discussed in terms of pension provision and healthcare, and we will be looking at these issues in detail, but it will have a huge and sometimes unheralded influence on tech, marketing and new services. Demographics is arguably the most 'inevitable' of all the megatrends, but how societies deal with the challenge and the investment opportunities that will arise from such changes is anything but predictable. We will be exploring what demographic change really means.