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
106B +21.47%
Healthcare
Pharmaceuticals Wholesale
38.42B +36.10%
Healthcare
Other Healthcare Facilities & Services
922M -9.12%
Financials
Other Life & Health Insurance
55.02B +14.19%
Healthcare
Other Healthcare Facilities & Services
4.89B +28.79%
Financials
Investment Management
2.98B +6.36%
Financials
Wealth Management
8.75B +41.07%
Healthcare
Glasses, Spectacles & Contact Lenses
43.49B -9.13%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
30.11B +7.03%
Healthcare
Other Healthcare Facilities & Services
18.76B +11.42%
Healthcare
Other Medical Equipment, Supplies & Distribution
7.2B +17.90%
Consumer Non-Cyclical
Sanitary Products
683M -13.11%
Healthcare
Other Advanced Medical Equipment & Technology
45.78B +5.43%
Financials
Other Life & Health Insurance
2.74B -8.07%
Consumer Non-Cyclical
Other Personal Products
18.95B -11.30%
Financials
Other Life & Health Insurance
37.5B -10.62%
Healthcare
Other Medical Equipment, Supplies & Distribution
2.77B +1.52%
Consumer Non-Cyclical
Other Drug Retailers
2.17B -31.66%
Healthcare
Other Healthcare Facilities & Services
1.68B -11.29%
Financials
Other Life & Health Insurance
34.97B -0.41%
Real Estate
Healthcare REITs
3.58B +14.68%
Healthcare
Medical Devices & Implants
5.93B -30.77%
Consumer Cyclical
Travel Agents
1.14B +4.58%
Healthcare
Medical Prosthetics
13.05B +4.69%
Healthcare
Medical & Diagnostic Laboratories
1.21B +23.13%
Financials
Other Investment Management & Fund Operators
6.2B +20.71%
Financials
Other Investment Management & Fund Operators
1.54B +5.13%
Financials
Other Life & Health Insurance
19.38B +10.01%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
1.44B -17.04%
Financials
Other Life & Health Insurance
25.72B +33.75%
Financials
Other Multiline Insurance & Brokers
12.79B +28.98%
Consumer Cyclical
Travel Agents
1.4B +16.08%
Consumer Non-Cyclical
Other Drug Retailers
8.41B +35.05%
Consumer Non-Cyclical
Other Household Products
45.98B +3.79%
Consumer Non-Cyclical
Other Drug Retailers
8.97B +31.63%
Real Estate
Healthcare REITs
2.19B +30.36%
Technology
Business to Business
5.03B +39.88%
Consumer Non-Cyclical
Retail - Drugs without Grocery
1.33B +28.06%
Consumer Non-Cyclical
Retail - Drugs with Grocery
4.47B +47.48%
Consumer Non-Cyclical
Retail - Drugs with Grocery
3.57B +11.88%

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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