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
53.12B +9.86%
Healthcare
Glasses, Spectacles & Contact Lenses
798M +6.89%
Financials
Other Life & Health Insurance
33.81B +13.85%
Healthcare
Other Healthcare Facilities & Services
1.63B -8.46%
Financials
Other Life & Health Insurance
94.31B -5.64%
Financials
Investment Management
3.55B +4.43%
Healthcare
Other Medical Equipment, Supplies & Distribution
59.33B +18.75%
Consumer Non-Cyclical
Other Drug Retailers
6.8B -2.89%
Financials
Other Life & Health Insurance
64.09B -0.50%
Healthcare
Other Healthcare Facilities & Services
1.16B -2.08%
Financials
Wealth Management
10.68B +6.83%
Healthcare
Other Managed Healthcare
22.79B -26.02%
Healthcare
Other Healthcare Facilities & Services
5.27B +4.11%
Financials
Other Life & Health Insurance
4.27B +6.71%
Financials
Other Life & Health Insurance
9.89B +3.73%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
28.42B +7.54%
Financials
Life Insurance
4.18B -6.38%
Financials
Other Life & Health Insurance
35.56B -9.46%
Consumer Non-Cyclical
Other Personal Products
21.08B +4.56%
Financials
Other Life & Health Insurance
35.88B +1.85%
Healthcare
Other Biotechnology & Medical Research
32.68B -14.52%
Financials
Life Insurance
21.72B +4.87%
Financials
Other Life & Health Insurance
63.72B +3.47%
Healthcare
Other Medical Equipment, Supplies & Distribution
6.02B -6.99%
Healthcare
Other Advanced Medical Equipment & Technology
44.57B -9.91%
Healthcare
Other Medical Equipment, Supplies & Distribution
2.77B -.--%
Real Estate
Healthcare REITs
4.22B +10.74%
Consumer Cyclical
Travel Agents
1.58B -.--%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
1.43B -10.24%
Consumer Non-Cyclical
Other Drug Retailers
1.6B +1.38%
Healthcare
Medical Prosthetics
11.73B -1.44%
Consumer Non-Cyclical
Sanitary Products
479M +3.67%
Consumer Cyclical
Travel Agents
899M -25.10%
Consumer Non-Cyclical
Other Drug Retailers
12.97B +21.58%
Consumer Non-Cyclical
Other Household Products
55.61B +0.51%
Technology
Business to Business
5.9B +1.31%
Real Estate
Healthcare REITs
2.11B -.--%
Consumer Non-Cyclical
Retail - Drugs without Grocery
1.44B -2.86%
Consumer Non-Cyclical
Retail - Drugs without Grocery
8.97B +13.60%
Consumer Non-Cyclical
Retail - Drugs with Grocery
4.1B -2.66%

News of the components

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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