The demographic trends powering Africa's investment case

EMs in 'far better shape'

clock • 4 min read

With two thirds of the growth to 2050 in the world's working age population projected to be in Africa, there has never been a better time for investors to take a chance on the continent, writes Paul Jackson, head of research at Source ETF.

The world faces many challenges: worsening demographics, elevated debt, low inflation and central banks at the limit of their powers. What does history tell us about these problems and the likely outcome? The good news is that the world has already faced many of them before - and survived. In addition, if there are problems in the world, they are largely in the developed world. Emerging markets are in far better shape, and the real opportunity over the rest of this century is likely to be in Africa. Source's biotech ETF almost doubles assets post-US Election Emerging markets hav...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

Valuable hedge against global uncertainties

Nandini Ramakrishnan
clock 01 July 2025 • 4 min read
China's monetary stimulus plan not enough to offset Trump's tariff onslaught

China's monetary stimulus plan not enough to offset Trump's tariff onslaught

‘Marginal’ 10bps cut to benchmark rate

Sorin Dojan
clock 08 May 2025 • 3 min read
SMT's Tom Slater: China remains a relevant player amid global market tumult

SMT's Tom Slater: China remains a relevant player amid global market tumult

18% share of the world economy

Sorin Dojan
clock 02 May 2025 • 3 min read
Trustpilot