U.S. Demographics vs. U.S. Inflation

U.S. Demographics vs. U.S. Inflation Chart suggesting the correlation between demographics and inflation in the United States. Image: BofA Research Investment Committee

Demographics – World Population since 1400

Demographics – World Population since 1400 The United Nations predict that the world’s population will increase from 7.7 billion currently to 9.7 billion in 2050. Image: Deutsche Bank

Debt, Demographics and Labor Force Growth

Debt, Demographics and Labor Force Growth The slowdown in the labor force in the U.S., China, Europe and Japan, represents 62% of the world’s GDP and 69% of the equity market capitalization. The labor force growth is expected to be -1% by 2055. Image: Fidelity Investments

U.S. Demographics – Portfolio Allocation to Equities

U.S. Demographics – Portfolio Allocation to Equities Chart suggesting that the average U.S. investor will move from holding 59% in equities to 56% by 2031, due to aging. Image: Arbor Research & Trading LLC

Demographics – U.S. Population Growth

Demographics – U.S. Population Growth The U.S. population continues to grow today, but it is growing at the slowest rate since 1937. This means an aging, slow-growing future for the U.S..

Demographics – Labor Force Growth and Term Premium

Demographics – Labor Force Growth and Term Premium Chart suggesting that growth in the labor force could explain the term premium. The term premium is the risk premium (or the bonus) that investors receive for the risk of owning longer-term bonds. Image: Fidelity Investments