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
47.51B +69.07%
Financials
Other Life & Health Insurance
97.81B +18.71%
Consumer Non-Cyclical
Other Drug Retailers
7.41B +22.15%
Healthcare
Other Healthcare Facilities & Services
1.09B +2.88%
Consumer Non-Cyclical
Sanitary Products
451M -43.03%
Financials
Other Life & Health Insurance
30.31B +20.43%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
27.97B -0.25%
Financials
Life Insurance
4.14B +57.07%
Financials
Other Life & Health Insurance
61.36B +26.00%
Healthcare
Glasses, Spectacles & Contact Lenses
762M +11.57%
Financials
Wealth Management
9.25B +53.11%
Consumer Non-Cyclical
Other Personal Products
19.38B -11.02%
Healthcare
Other Healthcare Facilities & Services
1.74B -7.09%
Healthcare
Other Healthcare Facilities & Services
5.32B +44.57%
Financials
Other Life & Health Insurance
3.66B +14.95%
Financials
Investment Management
3.2B +15.43%
Healthcare
Other Medical Equipment, Supplies & Distribution
6B +3.98%
Financials
Other Life & Health Insurance
41.15B -0.78%
Financials
Life Insurance
11.76B +32.11%
Financials
Other Life & Health Insurance
32.83B +2.64%
Healthcare
Other Managed Healthcare
33.04B +8.29%
Financials
Other Life & Health Insurance
9.05B +16.93%
Healthcare
Glasses, Spectacles & Contact Lenses
153B +19.91%
Financials
Other Life & Health Insurance
33.89B -1.87%
Healthcare
Medical Prosthetics
11.5B -9.99%
Healthcare
Other Medical Equipment, Supplies & Distribution
52.41B +21.12%
Healthcare
Other Biotechnology & Medical Research
38.08B +13.80%
Consumer Cyclical
Travel Agents
1.48B +21.28%
Healthcare
Other Medical Equipment, Supplies & Distribution
2.77B +1.52%
Consumer Non-Cyclical
Other Drug Retailers
1.47B -53.38%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
1.56B -12.88%
Consumer Cyclical
Optical Goods Stores
2.29B +177.54%
Real Estate
Healthcare REITs
3.57B +13.70%
Consumer Cyclical
Travel Agents
1.19B +8.06%
Consumer Non-Cyclical
Other Drug Retailers
10.84B +54.52%
Consumer Non-Cyclical
Other Household Products
53.82B +23.65%
Technology
Business to Business
5.54B +53.67%
Real Estate
Healthcare REITs
2.07B +23.84%
Consumer Non-Cyclical
Retail - Drugs without Grocery
1.53B +49.95%
Consumer Non-Cyclical
Retail - Drugs without Grocery
7.84B +12.27%

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