Investment Themes

Ageing Population, investing for the future

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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

Consumer Non-Cyclical
Other Drug Retailers
1.55B +6.45%
Healthcare
Other Managed Healthcare
46.67B +40.37%
Consumer Non-Cyclical
Other Drug Retailers
6.22B -0.74%
Financials
Other Life & Health Insurance
41.86B +48.52%
Financials
Other Life & Health Insurance
27.54B +0.32%
Healthcare
Other Healthcare Facilities & Services
1.35B +122.56%
Financials
Other Life & Health Insurance
107B +9.89%
Healthcare
Pharmaceuticals Wholesale
54.46B +12.30%
Financials
Investment Management
3.47B +5.90%
Financials
Other Life & Health Insurance
74.65B +22.29%
Healthcare
Other Healthcare Facilities & Services
1.31B +16.93%
Financials
Other Investment Management & Fund Operators
1.6B +5.95%
Real Estate
Healthcare REITs
6.81B +5.78%
Healthcare
Other Healthcare Facilities & Services
3.53B -23.98%
- - 12.71B -
Financials
Other Banks
34.04B +9.46%
Healthcare
Medical Prosthetics
19.71B +9.46%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
16.51B -37.39%
Consumer Non-Cyclical
Other Personal Products
19.62B +5.32%
Financials
Life Insurance
5.01B +7.33%
Financials
Other Life & Health Insurance
43.04B +9.37%
Financials
Other Banks
37.93B +23.51%
Healthcare
Other Medical Equipment, Supplies & Distribution
48.4B +0.34%
Financials
Other Life & Health Insurance
3.34B -10.34%
Healthcare
Other Biotechnology & Medical Research
40.55B +9.34%
Healthcare
Other Medical Equipment, Supplies & Distribution
5.93B -5.18%
Healthcare
Medical Prosthetics
16.21B +7.39%
Healthcare
Other Healthcare Facilities & Services
948M -2.99%
Healthcare
Medical & Diagnostic Laboratories
1.17B +6.30%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
784M -49.21%
Consumer Cyclical
Travel Agents
1.56B -.--%
Consumer Cyclical
Travel Agents
831M -30.75%
Consumer Non-Cyclical
Retail - Drugs with Grocery
3.22B -17.72%
Consumer Non-Cyclical
Retail - Drugs with Grocery
2.78B -7.76%
Consumer Non-Cyclical
Other Drug Retailers
15.44B -27.93%
Consumer Non-Cyclical
Sanitary Products
210M -51.12%
Technology
Business to Business
5.96B +9.51%
Consumer Non-Cyclical
Other Household Products
43.73B -13.63%
Consumer Non-Cyclical
Other Drug Retailers
7.07B -28.91%
Real Estate
Healthcare REITs
2.06B -.--%

News of the components

░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░ ░░ ░░░░░░░░░░ ░░░░
░░░░ ░░░░░░ ░░░ ░░░░░░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░ ░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░
░░░░ ░ ░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░░ ░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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