The impact of global aging

How demographic change will affect savings, growth and interest rates

The world economy stands on the brink of a massive swing in global savings, driven by a global aging process that is set to become faster and more synchronous in the coming decades.

Demographic change can be a powerful influence on long-term asset returns. So how will this shift play out? More specifically, will the global aging process reverse the global savings “glut” of the early 2000s and apply upward pressure to interest rates?

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The infographic below uses illustrations to convey the main talking points and areas of interest covered in the article.


Will an aging world trigger rising interest rates?

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Are global interest rates going to be permanently lower?

The world economy stands on the brink of a massive swing in savings, driven by global aging. Learn how growth and interest rates could be affected in this video with Benjamin Mandel, Global Strategist, Multi-Asset Solutions.

Other LTCMA insights

Articles looking into issues likely to have a profound and protracted impact on the global investment landscape.

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Asset Allocation Ansichten unserer Chef-Investoren


Global Asset Allocation Views

Das globale Strategieteam der Multi-Asset Solutions Group bevorzugt Aktien aus Japan, Europa und den Schwellenländern, sieht ein gutes Umfeld für Risikoanlagen und stuft die Einschätzung von Unternehmensanleihen auf neutral herab.

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Global Equities Views

Die gute Gewinnsituation des ersten Quartals hat unsere Erwartung einer synchronisierten globalen Rentabilitätserholung bestätigt. Aus diesem Grund erwarten wir ein günstiges Umfeld für Aktieninvestments – insbesondere für Aktien aus Schwellenländern und Europa.

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Global Fixed Income Views

Die Global Fixed Income, Currency & Commodities Group hält angesichts des kräftigen, weltweit synchronisierten Konjunkturaufschwungs am Basisszenario des Wachstums über Trend fest.

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Aktuelle Einblicke


Die einsame Gewinnerin

Angela Merkel und die CDU/CSU gewinnen die Bundestagswahl

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Erholung in Europa

Das politische Risiko in Europa hat deutlich nachgelassen

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Market Bulletin

Steht das politische Projekt Europa an einem Scheideweg?

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