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Lance Roberts raised the question of how economies are affected when population growth slows or reverses. In a discussion with Bill King, Roberts explored demographic forces influencing the United States and other countries, including falling birth rates, China's One Child Policy, immigration, and aging populations.
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Roberts has recently discussed whether corporate guidance could serve as the next catalyst for stock markets. He also observed that the S&P 500's implied long-term growth rate is currently 10 percent. These topics reflect his ongoing focus on underlying factors shaping markets.