Demand patterns

Demand patterns paradigm shift in global business

The ageing BabyBoomers (born 1946-70) have now all moved into the lower-spending, lower-earning Perennials 55+ demographic.

These Perennials are now the main source of population growth in the world, and in almost all of the major economies. As a result, maj0r changes are taking place in demand patterns:

  • Markets are polarising between Value and Luxury. The highly profitable Middle Market of ‘Affordable Luxury is fast disappearing
  • 20 years of central bank stimulus has created vast over-capacity in many industries.
  • Debt levels have risen to record levels, and it is unclear how this debt can all be repaid
  • Geopolitics is replacing economics as the key driver for decision-making

These developments create major challenges for companies and investors as the landscape becomes more complex and uncertain.

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