Ageing Demographics and Healthcare Demand
The most reliably forecastable secular trend there is, and the hardest to turn into a clean investment.
10 books
Start here
- Being MortalAtul Gawande, 2014
- The 100-Year LifeLynda Gratton, Andrew Scott, 2016
- The Great Demographic ReversalCharles Goodhart, Manoj Pradhan, 2020
Books 10
T1 Being Mortal
Atul Gawande · 2014 · Where end-of-life spending goes, and why that demand is inelastic.
Laurence J. Kotlikoff, Scott Burns · 2004 · The fiscal arithmetic of unfunded old-age promises.
Lynda Gratton, Andrew Scott · 2016 · What longer lives do to savings, work and the products people buy.
Elisabeth Rosenthal · 2017 · How healthcare spending is actually generated, payer by payer.
Charles Goodhart, Manoj Pradhan · 2020 · Argues ageing turns from disinflationary to inflationary; the key macro claim.
Ted C. Fishman · 2010 · Ageing as a global economic and political force, country by country.
Joseph F. Coughlin · 2017 · MIT AgeLab on what older consumers actually buy, against the stereotype.
T3 Extra Time
Camilla Cavendish · 2019 · Policy and market responses to ageing across a dozen countries.
T3 Gray Matters
Theodore H. Schwartz · 2024 · A neurosurgeon on how medical decisions and hospital incentives actually work
T4 100 Plus
Sonia Arrison · 2011 · Radical life extension and what longer lifespans do to markets