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
156.6Cr +6.53%
Financials
Other Life & Health Insurance
7.23TCr +17.90%
Consumer Non-Cyclical
Other Drug Retailers
612.61Cr -8.24%
Financials
Other Life & Health Insurance
2.7TCr -1.58%
Financials
Other Life & Health Insurance
3.99TCr +44.04%
Financials
Other Life & Health Insurance
10TCr +8.86%
Financials
Investment Management
364.9Cr +10.16%
Healthcare
Other Healthcare Facilities & Services
131.92Cr +16.93%
Healthcare
Other Healthcare Facilities & Services
130.94Cr +115.20%
Financials
Other Investment Management & Fund Operators
152.54Cr +3.43%
Real Estate
Healthcare REITs
670.42Cr +3.70%
Healthcare
Pharmaceuticals Wholesale
5.29TCr +10.57%
Healthcare
Other Managed Healthcare
4.78TCr +57.95%
Healthcare
Other Healthcare Facilities & Services
341.53Cr -31.89%
Consumer Non-Cyclical
Other Personal Products
1.97TCr +4.03%
Healthcare
Other Biotechnology & Medical Research
3.4TCr -10.07%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
1.59TCr -40.81%
Financials
Life Insurance
509.1Cr +12.75%
Financials
Other Life & Health Insurance
4.1TCr +5.02%
Healthcare
Other Medical Equipment, Supplies & Distribution
5.19TCr +7.45%
Healthcare
Medical Prosthetics
1.95TCr +5.24%
Financials
Other Banks
3.28TCr +5.24%
Financials
Other Life & Health Insurance
333.82Cr -11.41%
Healthcare
Other Medical Equipment, Supplies & Distribution
572.32Cr -11.60%
Financials
Other Life & Health Insurance
1.03TCr +10.73%
Financials
Other Life & Health Insurance
4.27TCr +24.01%
Healthcare
Other Healthcare Facilities & Services
92Cr -6.58%
Healthcare
Medical & Diagnostic Laboratories
114.62Cr -0.18%
Healthcare
Glasses, Spectacles & Contact Lenses
77Cr +6.57%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
75Cr -52.54%
Consumer Cyclical
Travel Agents
60Cr -50.63%
Consumer Cyclical
Travel Agents
156.27Cr -.--%
Consumer Non-Cyclical
Retail - Drugs with Grocery
329.03Cr -21.86%
Consumer Non-Cyclical
Retail - Drugs with Grocery
278.28Cr -11.33%
Consumer Non-Cyclical
Other Drug Retailers
1.56TCr -30.27%
Technology
Business to Business
591.66Cr +6.90%
Consumer Non-Cyclical
Sanitary Products
21Cr -54.80%
Consumer Non-Cyclical
Other Household Products
4.32TCr -20.39%
Consumer Non-Cyclical
Other Drug Retailers
711.29Cr -30.89%
Real Estate
Healthcare REITs
205.98Cr -.--%

News of the components

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