Are EMs about to benefit from a longevity dividend?

06/23/20 • 16 min

It is often assumed that growth in Emerging Markets stems from the expanding youth population. On-the-ground insights, however, point to an overlooked longevity dividend, where people in urban areas carry on working to an older age, even starting new businesses or careers, in order to continue making connections and contributing and earning the respect that was previously given by virtue of age alone. In this podcast recorded in late 2019, before COVID-19, Tassos Stassopoulos discusses on-the-ground insights, and what it means for EM investment, with Gita Ghate, founder of Third Eye, an Indian Ethnographic Research Firm.

Previous Episode

Investing in the time of COVID-19

The market volatility resulting from the coronavirus pandemic is unlike anything faced by investment managers in modern time. In this podcast Jonathan Ramsay of InvestSense and Tassos Stassopoulos discuss investing with a long term view during times of volatility, the art or contrarian stock picking and managing client money in these challenging times. The views expressed herein do not constitute research, investment advice or trade recommendations

Next Episode

Spotting trends in an anxious world

Covid-19 has fundamentally changed the world, our habits and behaviours. How do you distinguish between consumer trends which are set for the long-term and those which will evaporate once the pandemic recedes? Mike Ivatt and Tassos Stassopoulos discuss finding trends in an anxious and socially distanced world, using digital ethnography.