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
5.08TCr +6.01%
Financials
Other Life & Health Insurance
8.82TCr -7.50%
Consumer Cyclical
Optical Goods Stores
230.92Cr +9.68%
Healthcare
Glasses, Spectacles & Contact Lenses
83Cr +10.96%
Financials
Other Life & Health Insurance
3.49TCr +18.14%
Healthcare
Other Healthcare Facilities & Services
87Cr +35.09%
Financials
Other Life & Health Insurance
387.39Cr +1.68%
Healthcare
Other Advanced Medical Equipment & Technology
4.87TCr -5.09%
Financials
Investment Management
331.26Cr +0.66%
Healthcare
Other Medical Equipment, Supplies & Distribution
6.01TCr +20.37%
Consumer Non-Cyclical
Other Drug Retailers
609.48Cr -11.19%
Healthcare
Other Healthcare Facilities & Services
117.74Cr +4.17%
Financials
Other Life & Health Insurance
5.86TCr -7.33%
Healthcare
Other Healthcare Facilities & Services
476.54Cr -8.22%
Financials
Life Insurance
388.99Cr -15.09%
Financials
Life Insurance
2.01TCr -0.27%
Financials
Wealth Management
899.92Cr -5.49%
Healthcare
Medical & Diagnostic Laboratories
116.69Cr -2.13%
Financials
Other Life & Health Insurance
3.45TCr -14.91%
Financials
Other Life & Health Insurance
5.75TCr -8.10%
Consumer Cyclical
Travel Agents
73Cr -39.33%
Financials
Other Life & Health Insurance
3.39TCr -3.69%
Financials
Other Life & Health Insurance
1.05TCr +14.08%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
2.66TCr +0.12%
Consumer Non-Cyclical
Other Personal Products
1.94TCr -0.23%
Healthcare
Other Healthcare Facilities & Services
148.59Cr -15.95%
Healthcare
Other Managed Healthcare
2.18TCr -30.11%
Healthcare
Glasses, Spectacles & Contact Lenses
4.01TCr -0.76%
Real Estate
Healthcare REITs
395.88Cr +6.96%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
122.49Cr -25.95%
Consumer Non-Cyclical
Other Drug Retailers
102.79Cr -35.36%
Healthcare
Medical Prosthetics
1.46TCr -7.75%
Consumer Non-Cyclical
Sanitary Products
42Cr -7.04%
Consumer Cyclical
Travel Agents
155.92Cr -.--%
Consumer Non-Cyclical
Other Drug Retailers
1.03TCr +1.58%
Consumer Non-Cyclical
Other Household Products
4.89TCr -10.75%
Technology
Business to Business
594.85Cr +5.28%
Real Estate
Healthcare REITs
205.28Cr -.--%
Consumer Non-Cyclical
Retail - Drugs without Grocery
124.56Cr -15.83%
Consumer Non-Cyclical
Retail - Drugs with Grocery
398.37Cr -4.72%

News of the components

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Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Ageing Population, investing for the future