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It has been said that “demographics are destiny” and this is certainly a theme that figures in the investment thinking of our funds and one that we have discussed many times in the past. By now, no investor should be surprised that the West is facing an unprecedented wave of retirements as the baby boom generation moves to the end of their productive careers - the baby boom generation being defined as those people born between 1946 and
The magnitude of this demographic shift will create issues for the return potential of a number of currently widely held asset classes and also a number of compelling investment opportunities outside of these assets. In short, this powerful trend should not be ignored for its potential affect on both returns and risks.