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Generation games, Companies & Markets podcast, when history misleads & more

In this week's cover story Alex Newman explains how demographic changes representing enormous social and financial challenges offer investors both headaches and opportunities. Alex lays out the arguments for demography, which demographic trends we should be paying attention to and selects some companies that should stand to benefit from these trends. Click here to read Generation games.

Alex also headed into the studio for this week's Companies & Markets Show to add a bit more colour to the subject, plus Megan Boxall looked at uncertain tech giants and aged media empires with editor John Hughman. Click here to listen to the podcast. While you're at it, why not rate and review the show on iTunes?

“Our world is not ergodic – yet economists treat it as although it is,” writes Richard Bookstaber in his recent book, The End of Theory. In his column this week Chris Dillow argues that many individual shares are also non-ergodic. And that they are riskier than you might think based on the fact that distribution of past equity returns is no guide to the future distribution. Click here to read the full story.

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