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
11TCr +20.69%
Healthcare
Pharmaceuticals Wholesale
3.86TCr +36.15%
Healthcare
Other Healthcare Facilities & Services
92Cr -8.91%
Financials
Other Life & Health Insurance
5.54TCr +14.04%
Healthcare
Other Healthcare Facilities & Services
502.38Cr +32.50%
Consumer Non-Cyclical
Sanitary Products
69Cr -12.28%
Financials
Investment Management
297.35Cr +7.52%
Financials
Wealth Management
874.31Cr +39.29%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
3.08TCr +6.18%
Healthcare
Other Healthcare Facilities & Services
1.88TCr +10.31%
Healthcare
Other Medical Equipment, Supplies & Distribution
712.08Cr +10.49%
Healthcare
Other Advanced Medical Equipment & Technology
4.59TCr +3.76%
Healthcare
Glasses, Spectacles & Contact Lenses
4.34TCr -10.35%
Financials
Other Life & Health Insurance
273.41Cr -9.51%
Consumer Non-Cyclical
Other Personal Products
1.89TCr -11.53%
Financials
Other Life & Health Insurance
3.74TCr -13.12%
Healthcare
Other Medical Equipment, Supplies & Distribution
277.19Cr +1.52%
Consumer Non-Cyclical
Other Drug Retailers
221.68Cr -29.84%
Healthcare
Other Healthcare Facilities & Services
168.85Cr -9.38%
Financials
Other Life & Health Insurance
3.54TCr -0.28%
Financials
Other Investment Management & Fund Operators
615.96Cr +20.13%
Healthcare
Medical Devices & Implants
595.06Cr -34.47%
Healthcare
Medical Prosthetics
1.29TCr +3.55%
Healthcare
Medical & Diagnostic Laboratories
122.66Cr +23.09%
Real Estate
Healthcare REITs
362.72Cr +15.04%
Financials
Other Investment Management & Fund Operators
153.49Cr +5.03%
Consumer Cyclical
Travel Agents
113.28Cr +3.59%
Financials
Other Life & Health Insurance
1.95TCr +10.18%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
142.85Cr -7.35%
Financials
Other Life & Health Insurance
2.6TCr +34.64%
Financials
Other Multiline Insurance & Brokers
1.3TCr +29.59%
Consumer Cyclical
Travel Agents
140.67Cr +16.60%
Consumer Non-Cyclical
Other Drug Retailers
834.22Cr +36.57%
Consumer Non-Cyclical
Other Household Products
4.61TCr +3.46%
Consumer Non-Cyclical
Other Drug Retailers
911.38Cr +43.98%
Real Estate
Healthcare REITs
219.89Cr +30.67%
Technology
Business to Business
502.96Cr +40.67%
Consumer Non-Cyclical
Retail - Drugs without Grocery
133.13Cr +31.94%
Consumer Non-Cyclical
Retail - Drugs with Grocery
446.62Cr +50.60%
Consumer Non-Cyclical
Retail - Drugs with Grocery
357.33Cr +14.59%

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