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Last month, Estelle Ménard, Deputy Head of the thematic centre of equities at CPR AM (3,7 bn EUR of Assets under Management), explained the restructuring strategy. To end 2015 on a “thematic note”, Thomas Page-Lecuyer (right), Strategist, focuses on world population ageing, how it changes the global economy, and evokes the potential solutions in order to cope with this transition. Clément Maclo (left), Global Equities Portfolio Manager also explains how he invests in ageing.
What are the economic changes brought by the ageing phenomenon?
TPL: Ageing is a global phenomenon, that will accelerate in the coming decades. It is actually set to have unprecedented economic effects. The dependency ratio – the ratio between the number of people aged 65 and over...
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