logo
episode-header-image
Oct 2024
9m 43s

Europe’s Demographic Dilemma

MORGAN STANLEY
About this episode
Our Chief Europe Economist Jens Eisenschmidt and Europe Equity Strategist Regiane Yamanari discuss the strain of an aging population on the future of Europe’s economy and markets. 
Up next
Aug 21
Shifts in Credit Markets for the AI Buildout
AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer’s key financing developments. Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcom ... Show More
5m 14s
Aug 20
The New Map of AI Power
AI is becoming a matter of national strategy, as countries seek more control over their own technology. Our Heads of U.S. Public Policy Ariana Salvatore and Global Thematic Research Stephen Byrd look at the race for AI sovereignty and its implications for investors.Read more insi ... Show More
7m 56s
Aug 19
El Niño’s Ripple Effects on Markets
From chocolate and sugar prices to energy markets and inflation, El Niño’s impacts may soon reach far beyond the weather forecast. Our Latin America Agribusiness Analyst Julia Rizzo maps out where the pressure could emerge first.Read more insights from Morgan Stanley.----- Transc ... Show More
4m 34s
Recommended Episodes
Jun 2025
Diaa Noureldin on Growth Prospects in an Aging World
Most advanced economies are witnessing their populations age and labor forces shrink, and the same trend is expected to hold for the largest emerging economies within the decade. So the largely touted demographic dividend of previous decades is making way for a demographic drag. ... Show More
15m 15s
Jul 2025
The Surprising Implications of an Aging Population
An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2 ... Show More
17m 15s
Oct 2024
How To Deal With Shrinking Markets?
<p>On today’s show we are talking about demographics and migration. This is a topic you’re going to hear a lot more about in the coming weeks and months. Demographics is like a law of physics when it comes to real estate investing. It’s like gravity.  It’s no surprise that fertil ... Show More
4m 57s
Nov 2024
What’s holding back France and Germany?
We look at the issues facing two of Europe’s major economies. Germany’s downturn has deepened with existential fears about its major export industries. And now, political turmoil means industry leaders are calling for a snap election as soon as possible. Meanwhile in France, ther ... Show More
17m 28s
Jan 2025
How Europe Sabotaged It's Own Economy
Europe, home to some of the world's largest and most advanced economies, has been experiencing nearly two decades of economic stagnation, falling behind the USA in raw output. Despite high living standards, competitive salaries, and excellent education, the continent faces self-i ... Show More
18m 10s
Nov 2023
The Future of Health in Europe
Europe faces substantial challenges in continuing to deliver high-quality healthcare services to its citizens. With growing populations, rigid financing models and rising health inequalities, the conventional, reactive 'sick care' model needs to move to a more proactive, preventa ... Show More
37m 20s
Feb 2025
Philip Lane on the Big Problems Facing the Euro-zone Economy
There's a pretty widespread recognition that the EU is facing a bunch of economic challenges right now. Growth has been slowing and, as in many places, there's been post-pandemic inflation. But there are other issues too, including a sense that Europe is falling behind when it co ... Show More
46m 20s