Part one of our five part video series about the five global themes impacting your investments.

John Johnston, Economic Advisor, Davis Rea Investment Counsel, along with colleagues John O’Connell, and J.C. O’Connell, uses charts to explain the demographic shifts happening globally, specifically in China, the U.S. and Canada, and what they mean for investors in the coming years.

They also provide four stock ideas of companies already well-positioned and benefitting from these ongoing trends.

Click here to watch the video.