Latest / The Demographics Podcast with Fexingo: Aging Populations, Birth Rates, and Economic Impact
How Falling Birth Rates Reshape the Investment Landscape
In this episode, Lucas and Luna explore how demographic shifts are altering the investment landscape. They focus on the growing 'grey market' — companies catering to seniors, such as home health services, senior living REITs, and age-friendly technology. Lucas highlights a specific case: a mid-cap home health firm that has seen revenue grow 12% year-over-year as birth rates decline and the 65-plus population swells. Luna questions whether these trends are already priced in, and they discuss the implications for portfolio allocation, including the rise of age-focused ETFs. Tune in…
The skinny
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