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

Consumer Non-Cyclical
Other Drug Retailers
179.51Cr +19.82%
Financials
Other Multiline Insurance & Brokers
2.53TCr +1.72%
Healthcare
Pharmaceuticals Wholesale
5.78TCr +23.60%
Healthcare
Other Healthcare Facilities & Services
467.63Cr -1.87%
Consumer Non-Cyclical
Other Drug Retailers
658.17Cr -2.03%
Financials
Other Life & Health Insurance
4.18TCr +40.43%
Healthcare
Other Healthcare Facilities & Services
185.94Cr +209.01%
Financials
Other Multiline Insurance & Brokers
9.45TCr +3.64%
Consumer Cyclical
Optical Goods Stores
147.62Cr -29.96%
Financials
Other Life & Health Insurance
7.13TCr +19.41%
Healthcare
Glasses, Spectacles & Contact Lenses
90Cr +18.47%
Healthcare
Other Healthcare Facilities & Services
122.55Cr +9.16%
Financials
Other Life & Health Insurance
1.09TCr +18.24%
Financials
Investment Management
320.17Cr +0.98%
Financials
Other Life & Health Insurance
339.56Cr -6.11%
Healthcare
Other Healthcare Facilities & Services
1.17TCr +64.84%
Healthcare
Other Managed Healthcare
5.07TCr +66.80%
Healthcare
Medical Prosthetics
1.91TCr +5.09%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
1.74TCr -33.13%
Consumer Non-Cyclical
Other Personal Products
1.88TCr +3.85%
Financials
Other Life & Health Insurance
3.97TCr +2.99%
Financials
Life Insurance
1.3TCr +19.18%
- - 1.2TCr -
Healthcare
Other Medical Equipment, Supplies & Distribution
5.57TCr +10.24%
Healthcare
Other Healthcare Facilities & Services
106.15Cr -36.94%
Healthcare
Medical Prosthetics
2.04TCr +37.81%
Financials
Life Insurance
2.22TCr +17.49%
Financials
Other Life & Health Insurance
2.14TCr +15.20%
Healthcare
Other Healthcare Facilities & Services
108.9Cr +10.89%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
66Cr -56.94%
Real Estate
Healthcare REITs
593.54Cr -6.22%
Consumer Cyclical
Travel Agents
88Cr -28.24%
Consumer Cyclical
Travel Agents
36Cr -78.97%
Consumer Cyclical
Other Apparel & Accessories Retailers
145.04Cr -14.40%
Consumer Non-Cyclical
Other Drug Retailers
1.53TCr -32.14%
Consumer Non-Cyclical
Retail - Drugs with Grocery
272.75Cr -14.79%
Consumer Non-Cyclical
Retail - Drugs with Grocery
298.11Cr -31.42%
Consumer Non-Cyclical
Other Drug Retailers
590.56Cr -43.66%
Consumer Non-Cyclical
Other Household Products
4.7TCr -11.17%
Consumer Non-Cyclical
Sanitary Products
15Cr -64.86%

News of the components

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