This chapter explores the long-term impact of demographic trends on interest rates and GDP growth, highlighting the shrinking populations in many countries and the resulting effects on lower birth rates, decreasing labor productivity, and lower GDP.
Our weekly recap and preview for next week features Bed Bath & Beyond, Party City, Nautical Solutions and Serta Simmons.
This week we feature a replay from The Reorg Primary View series, where Joel Holsinger, co-head of alternative credit at Ares Management, and Reorg’s James Holloway discuss the importance of buying assets and cash flows, yield curves and purpose-driven investing.
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