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

Financials
Other Life & Health Insurance
73.35B +20.31%
Consumer Non-Cyclical
Other Drug Retailers
5.97B -7.54%
Financials
Other Life & Health Insurance
41.6B +42.65%
Financials
Other Life & Health Insurance
27B -1.36%
Financials
Investment Management
3.71B +13.88%
Financials
Other Life & Health Insurance
104B +8.47%
Financials
Wealth Management
9.05B -3.18%
Healthcare
Other Healthcare Facilities & Services
1.35B +17.69%
Healthcare
Other Healthcare Facilities & Services
1.39B +126.97%
Financials
Other Investment Management & Fund Operators
1.5B +3.00%
Real Estate
Healthcare REITs
6.6B +3.11%
Healthcare
Pharmaceuticals Wholesale
55.63B +15.58%
Healthcare
Other Healthcare Facilities & Services
3.35B -32.96%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
15.85B -39.57%
Healthcare
Other Biotechnology & Medical Research
34.38B -8.62%
Consumer Non-Cyclical
Other Personal Products
19.4B +5.32%
Healthcare
Other Managed Healthcare
47.17B +53.38%
Financials
Other Life & Health Insurance
3.45B -9.87%
Financials
Other Life & Health Insurance
10.99B +16.62%
Financials
Other Life & Health Insurance
39.69B +1.24%
Healthcare
Other Medical Equipment, Supplies & Distribution
52.7B +8.28%
Healthcare
Other Medical Equipment, Supplies & Distribution
5.75B -7.98%
Financials
Other Life & Health Insurance
42.75B +23.22%
Healthcare
Other Healthcare Facilities & Services
943M -6.06%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
813M -47.46%
Financials
Other Banks
43.83B +42.23%
Healthcare
Other Advanced Medical Equipment & Technology
54.8B +11.65%
Healthcare
Medical & Diagnostic Laboratories
1.16B +2.60%
Healthcare
Glasses, Spectacles & Contact Lenses
778M +7.08%
Consumer Non-Cyclical
Other Drug Retailers
1.61B +7.99%
Consumer Cyclical
Travel Agents
1.55B -.--%
Consumer Cyclical
Travel Agents
713M -40.59%
Consumer Non-Cyclical
Retail - Drugs with Grocery
3.59B -10.91%
Consumer Non-Cyclical
Retail - Drugs with Grocery
2.79B -9.36%
Consumer Non-Cyclical
Other Drug Retailers
15.39B -35.42%
Technology
Business to Business
5.88B +7.83%
Consumer Non-Cyclical
Sanitary Products
217M -50.61%
Consumer Non-Cyclical
Other Household Products
43.16B -17.40%
Consumer Non-Cyclical
Other Drug Retailers
6.9B -35.84%
Real Estate
Healthcare REITs
2.06B -.--%

News of the components

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