Latest / The Demographics Podcast with Fexingo: Aging Populations, Birth Rates, and Economic Impact
The Pension Crisis That Is Rewiring Global Capital
We look at the specific mechanics of how aging populations are forcing pension funds to shift from equities to infrastructure and real assets. Lucas breaks down why the traditional sixty-forty portfolio is breaking under demographic pressure, using Japan's Government Pension Investment Fund as a case study for long-term yield compression. Luna explores the geopolitical implications of sovereign wealth funds competing for stable cash flows in mature markets. We explain how this structural shift impacts interest rates, corporate valuation models, and the cost of capital for new startups…
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