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
Medical Devices & Implants
6.28B -3.05%
Consumer Non-Cyclical
Other Drug Retailers
1.66B +5.53%
Consumer Cyclical
Travel Agents
889M -27.20%
Healthcare
Other Healthcare Facilities & Services
1.59B -11.72%
Financials
Other Multiline Insurance & Brokers
13.06B -9.32%
Healthcare
Other Managed Healthcare
22.2B -28.12%
Financials
Other Life & Health Insurance
36.82B +3.96%
Healthcare
Pharmaceuticals Wholesale
51.96B +7.44%
Financials
Other Life & Health Insurance
89.1B -8.54%
Healthcare
Other Healthcare Facilities & Services
5.62B +11.17%
Financials
Other Life & Health Insurance
4.2B +5.37%
Healthcare
Medical Prosthetics
9.21B -23.57%
Healthcare
Glasses, Spectacles & Contact Lenses
142B -4.30%
Healthcare
Other Advanced Medical Equipment & Technology
44.03B -11.00%
Financials
Investment Management
3.33B -0.60%
Consumer Cyclical
Optical Goods Stores
2.24B +9.30%
Financials
Other Life & Health Insurance
9.77B +2.81%
Healthcare
Other Medical Equipment, Supplies & Distribution
62.23B +18.81%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
29.08B +10.04%
Healthcare
Other Biotechnology & Medical Research
28.31B -25.94%
Healthcare
Other Medical Equipment, Supplies & Distribution
6.05B -6.33%
Healthcare
Glasses, Spectacles & Contact Lenses
38.99B -3.60%
Financials
Life Insurance
4.11B -9.78%
Real Estate
Healthcare REITs
4.37B +14.67%
Financials
Private Banks
17.06B +2.47%
Consumer Non-Cyclical
Other Drug Retailers
7.16B +1.36%
Financials
Other Life & Health Insurance
62.06B -2.55%
Consumer Cyclical
Travel Agents
1.58B -.--%
Financials
Other Life & Health Insurance
38.2B +9.64%
Financials
Other Investment Management & Fund Operators
1.36B -8.95%
Financials
Life Insurance
21.15B +3.41%
Consumer Non-Cyclical
Sanitary Products
474M +1.73%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
1.44B -13.79%
Consumer Non-Cyclical
Other Personal Products
21.8B +7.77%
Consumer Non-Cyclical
Other Drug Retailers
12.76B +22.18%
Technology
Business to Business
5.92B +2.05%
Consumer Non-Cyclical
Other Household Products
56.84B +3.45%
Real Estate
Healthcare REITs
2.1B -.--%
Real Estate
Healthcare REITs
3.81B +10.21%
Consumer Non-Cyclical
Retail - Drugs without Grocery
1.47B -4.20%

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