The Longevity Dividend:
How patient capital can spur economic growth

By mid-century, there will be 26 people over 65 for every 100 working-age adults, up from 16 today. That's either a pension crisis — or a capital opportunity.

Andreas Wimmer has published a thought leadership piece on the WEF platform arguing that aging societies have created trillions in patient retirement capital — and proposing a mechanism to connect it to the infrastructure the world needs.

Three insights from the piece:

  • The world needs $4.2 trillion in infrastructure investment annually — far more than public budgets can handle alone
  • Pension funds and insurers hold precisely the long-dated capital these projects require, but current structures don't connect them effectively
  • Performance-based contracts create automatic accountability: payments link to verified outcomes, so if standards slip, revenues fall

Read the full article on the World Economic Forum website

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Last updated: November 12, 2026

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** As of September 30, 2026.

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