The demographic trends powering Africa's investment case

EMs in 'far better shape'

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...