Investment Themes
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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Sector allocation
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Ratings ESG MSCI
- Stock Market
- Investment Themes
- Ageing Population, investing for the future
















