Investment Themes

Ageing Population, investing for the future

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Investment Themes

The ageing of the population is not a particularly original topic, but it is obvious because it is based on mathematical principles. This does not exempt the investor from great vigilance, to avoid the usual pitfalls: charlatans, pitchers and other miracle solutions.

Exposure to the Silver Economy means participating in the development of a vast ecosystem that is based on the purchasing power of baby boomers, increased life expectancy and the development of an ever-increasing offer that concerns all aspects of daily life.

The Silver Economy is interested in the spending of people over 50, a population that is inexorably growing and whose purchasing power is much higher than the average. On the European continent alone, the over 50s will represent 43% of the population by 2025, or about 222 million consumers. Seniors are linked with many parts of the economy. Investing in the theme is no longer limited to the triptych "medicines / cruise / retirement home". The range has diversified considerably with the digitization of the economy, new ways of eating and the expansion of leisure activities. The sectors most exposed to the Silver Economy are housing, health, consumer staples, dependency, financial services, tourism and leisure.

Our selection

Healthcare
Pharmaceuticals Wholesale
48.22B -1.32%
Financials
Investment Management
3.27B +3.55%
Healthcare
Other Healthcare Facilities & Services
4.4B -10.89%
Financials
Wealth Management
8.81B -6.43%
Consumer Cyclical
Optical Goods Stores
2B -3.31%
Healthcare
Glasses, Spectacles & Contact Lenses
795M +3.94%
Healthcare
Medical & Diagnostic Laboratories
1.09B -6.30%
Financials
Other Life & Health Insurance
31.96B +10.24%
Healthcare
Other Healthcare Facilities & Services
805M +32.23%
Financials
Other Life & Health Insurance
10.64B +14.37%
Financials
Other Life & Health Insurance
102B +1.34%
Financials
Life Insurance
22.73B +12.17%
Consumer Non-Cyclical
Other Drug Retailers
5.86B -13.86%
Healthcare
Other Healthcare Facilities & Services
1.27B +10.68%
Financials
Other Life & Health Insurance
66.8B +4.76%
Financials
Other Life & Health Insurance
33.55B -17.32%
Financials
Other Life & Health Insurance
3.45B -8.86%
Healthcare
Other Advanced Medical Equipment & Technology
45.96B -4.85%
Healthcare
Other Medical Equipment, Supplies & Distribution
60.96B +21.07%
Healthcare
Other Healthcare Facilities & Services
1.09B +10.45%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
20.81B -21.66%
Healthcare
Glasses, Spectacles & Contact Lenses
38.63B -4.58%
Consumer Non-Cyclical
Other Personal Products
18.24B -7.69%
Financials
Other Life & Health Insurance
20.45B +3.65%
Financials
Other Banks
33.11B +6.57%
Consumer Cyclical
Travel Agents
726M -41.42%
- - 14.17B -
Healthcare
Other Healthcare Facilities & Services
1.25B -28.18%
Healthcare
Other Managed Healthcare
26.1B -15.82%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
1.06B -35.68%
Consumer Non-Cyclical
Other Drug Retailers
1.22B -19.35%
Consumer Cyclical
Travel Agents
1.6B -.--%
Real Estate
Healthcare REITs
7.22B +9.11%
Consumer Non-Cyclical
Retail - Drugs with Grocery
3.92B -8.11%
Consumer Non-Cyclical
Retail - Drugs with Grocery
2.86B -10.64%
Consumer Non-Cyclical
Other Drug Retailers
20.08B -15.53%
Consumer Non-Cyclical
Other Drug Retailers
9.74B -8.91%
Consumer Non-Cyclical
Sanitary Products
286M -39.49%
Consumer Non-Cyclical
Other Household Products
42.65B -25.24%
Technology
Business to Business
6.15B +8.39%

News of the components

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Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Ageing Population, investing for the future