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
96.11B -2.27%
Financials
Investment Management
3.31B +1.80%
Consumer Cyclical
Optical Goods Stores
1.36B -34.47%
Financials
Other Life & Health Insurance
64.83B +4.36%
Healthcare
Glasses, Spectacles & Contact Lenses
742M +2.57%
Healthcare
Medical & Diagnostic Laboratories
1.12B -4.20%
Healthcare
Other Healthcare Facilities & Services
1.04B +70.81%
Financials
Other Life & Health Insurance
10.65B +16.46%
Healthcare
Other Healthcare Facilities & Services
1.2B -30.24%
Financials
Other Life & Health Insurance
3.25B -12.55%
Healthcare
Other Healthcare Facilities & Services
3.28B -34.53%
Consumer Non-Cyclical
Other Drug Retailers
5.72B -17.66%
Healthcare
Other Healthcare Facilities & Services
1.16B +2.91%
Financials
Other Life & Health Insurance
37.42B +27.04%
Healthcare
Pharmaceuticals Wholesale
46.93B -2.50%
Healthcare
Other Healthcare Facilities & Services
947M -2.72%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
16.33B -37.73%
Financials
Life Insurance
22.64B +12.99%
Financials
Other Life & Health Insurance
35.14B -10.38%
Healthcare
Other Advanced Medical Equipment & Technology
47.31B -3.62%
Healthcare
Other Medical Equipment, Supplies & Distribution
56.53B +11.89%
Consumer Non-Cyclical
Other Personal Products
18.39B -4.56%
Financials
Other Life & Health Insurance
24.77B -9.03%
Healthcare
Other Managed Healthcare
37.29B +21.25%
- - 13.6B -
Healthcare
Other Medical Equipment, Supplies & Distribution
5.61B -11.92%
Financials
Other Life & Health Insurance
19.49B +0.93%
Financials
Other Multiline Insurance & Brokers
168B -2.13%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
1.09B -31.11%
Consumer Cyclical
Travel Agents
610M -53.35%
Consumer Non-Cyclical
Other Drug Retailers
1.11B -27.96%
Real Estate
Healthcare REITs
6.59B +4.74%
Consumer Cyclical
Travel Agents
1.58B -.--%
Consumer Non-Cyclical
Retail - Drugs with Grocery
2.78B -13.59%
Consumer Non-Cyclical
Other Drug Retailers
16.9B -27.24%
Consumer Non-Cyclical
Retail - Drugs with Grocery
3.49B -18.85%
Consumer Non-Cyclical
Other Drug Retailers
8.23B -22.57%
Consumer Non-Cyclical
Sanitary Products
246M -44.69%
Consumer Non-Cyclical
Other Household Products
40.79B -25.32%
Technology
Business to Business
5.94B +7.40%

News of the components

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