Demographic mega-trends of rapidly aging and shrinking populations are unfurling, most notably in Western Europe and East Asia. They are shaping rising geopolitical tensions, de-globalization, and a new world order of inward-looking nations and blocs. Meanwhile, war and climate change threaten mass migrations from Central America, Africa, and South Asia that could overwhelm boundaries, nation-states, and infrastructures.
The next decade will see a massive transfer of power and wealth from the departing boomers to young cohorts with very different habits and values.
The next decade will see a massive transfer of power and wealth from the departing boomers to young cohorts with very different habits and values.
Key Highlights
- The 2022 UN World Population Prospects report predicts that Sub-Saharan Africa will become the world's most populous region in the late 2060s. In fact, between 2022 and 2050, the region's population is expected to almost double, exceeding two billion inhabitants by the late 2040s. This global reshuffle of the world's population will reconfigure migration pathways and policies as aging economies struggle to replenish their workforces.
- History's biggest-ever transfer of wealth and power is underway as the so-called ‘boomers' retire and die, and the younger cohorts take over with very different experiences, assumptions, habits, and values. Cerulli Associates predicts that up to $68 trillion in assets will be transferred to younger generations within the next 25 years.
- A study from the UN High Commissioner for Refugees (UNHCR), found that an annual average of 21.5 million people were displaced due to weather-related events between 2008 and 2022. As the impacts of climate change become increasingly extreme, this number will grow significantly.
- Aging populations and the increased buying power of millennials and Generation Z will see changes to product preferences across all consumer sub-sectors. As a result, companies' strengths across ESG, ecommerce, cybersecurity, online delivery, and robotics will shape their exposure to the demographic shift.
Scope
- This report provides an overview of the demographics theme.
- It outlines the current distribution of the world's population and projections for future population growth.
- It identifies the key trends impacting growth of the theme over the next 12 to 24 months, classified into three categories: technology trends, macroeconomic trends, and regulatory trends.
- It includes the publisher's Demographic framework, which maps out the different components driving demographic shift.
- It includes generational profiles for the six living generations, which includes key characteristics.
- The report also contains country demographic profiles with population forecasts up to 2025 for 7 major economies.
- It includes government policy implications, spanning immigration, public sector spending, welfare policy, and regulation.
- The report outlines demographic impact across seven sectors, identifies companies that will be positively or negatively impacted for each sector.
- The report includes a company filings analysis for mentions of aging populations.
Reasons to Buy
- Demographics will be one of the most impactful themes over the next decades. Overall changes to population size and distribution, the rise in financial power of Gen Z, and the deepening problem of aging populations in developed economies will create winners and losers across all sectors. This report identifies how both countries and companies are bracing themselves for demographic shift, ranging from policy mechanism to future technologies.
Table of Contents
Executive Summary- Players
- Demographic Briefing
- Trends
- Technology trends
- Macroeconomic trends
- Regulatory trends
- Demographics Framework
- Generational profiles
- Country demographic profiles
- Government policy implications
- Sector implications
- Company Filings Analysis
- Glossary
- Further Reading
- Thematic Research Methodology
- About the Publisher
- Contact the Publisher
- Technology trends
- Macroeconomic trends
- Regulatory trends
- Glossary
- Further reading
- Players
- Population structures
- The distribution of the world's population in 2022
- Past and future projections of the world population 195-2100
- Net and projected additions of the world population 1950-2099
- Global fertility rates in 2020
- Percentage change in GDP per capita growth with two degrees of warming
- Intergenerational wealth transfer in perspective
- Publisher's Demographics framework
- Generational profiles
- Country demographic profiles
- Japan's projected population pyramid in 2025
- Germany's projected population pyramid in 2025
- Canada's projected population pyramid in 2025
- The US's projected population pyramid in 2025
- India's projected population pyramid in 2025
- Nigeria's projected population pyramid in 2025
- China's projected population pyramid in 2025
- Government policy implications
- Sector implications
- Publisher's breakdown of the consumer sector
- Demographic winners and losers in the consumer sector
- Publisher's breakdown of the energy sector
- Demographic winners and losers in the energy sector
- Publisher's breakdown of the financial services sector
- Demographic winners and losers in the financial services sector
- Publisher's breakdown of the healthcare sector
- Demographic winners and losers in the healthcare sector
- Publisher's breakdown of the industrials sector
- Demographic winners and losers in the industrials sector
- Publisher's breakdown of the materials and resources sector
- Demographic winners and losers in the materials and resources sector
- Publisher's breakdown of the tech, media, and telecom sector
- Demographic winners and losers in the tech, media, and telecom sector
- Mentions of aging populations in company filings between Jan 2018 to October 2022
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- ABB
- Accenture
- Acer
- Advanced Info Service
- AECOM
- Aeroflot
- Aerojet Rocketdyne
- Air Liquide
- Airbnb
- Albemarle
- Aleph Farms
- Alibaba
- Allstate
- Alphabet
- Altice
- Amazon
- AMC Networks
- Amcor
- AMD
- Amentum
- Anglo American
- Animal Dynamics
- Ant Group
- Apple
- Arca Continental
- ArcelorMittal
- Arma Karma
- ArtesMedia
- Arup
- Asus
- AT&T
- Automation Anywhere
- Axis Bank
- Baidu
- Balfour Beatty
- Baxter
- Bilibili
- Biotronik
- BMW
- Bolliden
- Bouygues
- Boyaa
- BP
- British American Tobacco
- Britvic
- Broadcom
- Bumble
- By Miles
- BYD
- ByteDance
- Cambricon
- Capgemini
- Cargill
- Carlsberg
- Carrot Insurance
- Caterpillar
- CATL
- ChannelAdvisor
- Cheil
- Chevron
- China Mobile
- China Pacific Insurance
- Cineworld
- Cirrus Logic
- CNPC
- Coherus BioSciences
- Conduent
- Cooke
- Cox
- Criteo
- Crown Holdings
- CSG Systems
- Cyberdyne
- Cyclerion Therapeutics
- Danaher
- Dassault Aviation
- Dawning
- DBS
- DeadHappy
- Denso
- Deutsche Telecom
- Didi Chuxing
- Digi
- Discovery
- Doosan
- eDreams
- Edwards Lifesciences
- Eisai
- Elbit Systems
- Electricte de France
- Elopak
- Enel
- Engie
- EPAM Systems
- Epic Games
- Equinor
- Ericsson
- Estée Lauder
- Expedia
- ExxonMobil
- FANUC
- Ferrovial
- Fincantieri
- Fuji Media
- Fujitsu
- G Adventures
- Ganfeng Lithium
- Gazprom
- GE
- GE Healthcare
- Getinge
- Glencore
- Grab
- Greggs
- H&M Group
- Hays Travel
- Hedvig
- Home Depot
- Huawei
- Hummingbird Technologies
- Huntington Ingalls
- Hyundai
- Iberdrola
- IBM
- ICBC
- IGG
- Illiad
- Illumina
- Impala Platinum
- Imperial Brands
- Indra Sistemas
- Infosys
- Innovent Biologics
- Intel
- Inter RAO
- International Paper
- Intrepid Group
- Intuitive Surgical
- JC Decaux
- JD.com
- Jiangsui Hengrui
- Joby Aviation
- Johnson & Johnson
- JP Morgan Chase
- Kellogg's
- Klarna
- Korea Electrical Power
- Krafton
- Krispy Kreme
- Larsen & Toubro
- Leidos
- Lemonade
- Lilium
- Lingyunhai Sugar Group
- Lockheed Martin
- Longi Green Energy
- L'Oréal
- Lowe's
- Lukoil
- Lyft
- Macy's
- Magic Leap
- Marchex
- Marsh & McLennan
- Mediaset
- Medtronic
- Meggitt
- Menards
- Mercedes-Benz
- MicroPort
- MOL
- Mondelez International
- MoneyGram
- Monster Beverage
- Monzo Bank
- Motorola Solutions
- Mphasis
- Nationwide
- Nestlé
- Netflix
- Netgear
- Nets
- Neusoft
- Nfon
- Nike
- Nintendo
- Northrop Grumman
- Northvolt
- Novartis
- NRG Energy
- NTPC
- Nvidia
- O-I Glass
- Oji Holdings
- Omega Crop
- Omron
- OMV
- On the Beach Group
- ONGC
- Orange
- Otsuka
- Outfront Media
- Pacific Seafood Group
- PartnerRe
- Patagonia
- Pax Technology
- PayPal
- PDVSA
- Pfizer
- Philips
- Playtech
- Proctor and Gamble
- Qiagen
- Qualcomm
- Rakuten
- Raytheon Technologies
- Reliance Industries
- Repsol
- Revolut
- Rewe
- Ribbon Comms
- RK Pharma
- Roblox
- Rockwell Automation
- Rogers Comms
- Root Insurance
- Rosatom
- Rosneft
- Royal London
- RUSAL
- Sabadell Group (TSB Bank)
- Saga
- Saipem
- SAP
- Saudi Aramco
- Secret Escapes
- Sega Sammy
- Severstal
- Shaanxi Coal
- Shake Shack
- Sharp
- Shein
- Shell
- Shiok Meat
- Siemens
- Sinopec
- Skanska
- Sony
- Starbucks
- STRABAG
- Stroytransgaz
- Stryker
- Subaru
- Sun Life Financial
- Suntory
- Suzuki
- Syngenta
- Tata Consultancy Services
- Tatneft
- Tech Mahindra
- Telefónica
- Telekomunikasi Indonesia
- Tencent
- Tencent Music
- Teradyne
- Terumo
- Tesla
- Tetra Laval
- TF1
- Tianqi Lithium
- TJX Companies
- TotalEnergies
- Travelers
- Trip.com
- TripAdvisor
- Tsingtao Brewery
- Uber
- UBL
- UCB
- Unicredit
- Unilever
- Unity Technologies
- UPM-Kymmene
- USAA
- Uscellular
- Vale
- Vecina
- Vedanta
- Veralia
- Veritiv
- Verizon
- Vertex
- VINCI
- Visa
- Vodafone
- Walt Disney
- Webuild
- Webzen
- Welch Allyn
- Western Union
- Wise
- WorldRemit
- WPP
- XAG
- Xcel Energy
- Xpeng
- Yandex
- Yum! Brands
- Zenon Healthcare
- Zhaoxin
- Zimmer Biomet
