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
142.41Cr -8.53%
Healthcare
Pharmaceuticals Wholesale
5.75TCr +20.28%
Healthcare
Other Healthcare Facilities & Services
362.63Cr -24.01%
Consumer Non-Cyclical
Other Drug Retailers
654.78Cr -4.20%
Financials
Other Life & Health Insurance
4.33TCr +44.04%
Financials
Other Life & Health Insurance
4.21TCr +8.10%
Healthcare
Other Healthcare Facilities & Services
130.91Cr +114.47%
Financials
Other Life & Health Insurance
10TCr +8.98%
Consumer Cyclical
Optical Goods Stores
132.36Cr -35.17%
Healthcare
Other Healthcare Facilities & Services
133.98Cr +14.59%
Financials
Other Life & Health Insurance
7.88TCr +25.51%
Healthcare
Glasses, Spectacles & Contact Lenses
89Cr +16.91%
- - 1.26TCr -
Healthcare
Other Managed Healthcare
4.82TCr +56.77%
Healthcare
Medical Prosthetics
1.85TCr +0.51%
Financials
Other Banks
3.43TCr +11.02%
Healthcare
Other Medical Equipment, Supplies & Distribution
5.17TCr +1.92%
Financials
Other Investment Management & Fund Operators
924.58Cr +19.05%
Consumer Non-Cyclical
Other Personal Products
1.93TCr +2.64%
Financials
Other Life & Health Insurance
2.17TCr +12.91%
Financials
Investment Management
332.18Cr +2.08%
Financials
Wealth Management
793.17Cr -16.22%
Financials
Other Life & Health Insurance
323.32Cr -14.16%
Healthcare
Medical Prosthetics
1.72TCr +13.38%
Healthcare
Other Healthcare Facilities & Services
104.98Cr +2.63%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
1.82TCr -30.03%
Financials
Other Life & Health Insurance
10TCr -3.00%
Healthcare
Medical & Diagnostic Laboratories
123.37Cr +3.40%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
79Cr -49.51%
Healthcare
Other Healthcare Facilities & Services
124.31Cr -28.52%
Consumer Cyclical
Travel Agents
23Cr -86.00%
Real Estate
Healthcare REITs
654.27Cr -0.07%
Consumer Cyclical
Travel Agents
97Cr -22.59%
Consumer Cyclical
Other Apparel & Accessories Retailers
163.21Cr -3.04%
Consumer Non-Cyclical
Other Drug Retailers
1.51TCr -33.23%
Consumer Non-Cyclical
Retail - Drugs with Grocery
308.47Cr -27.82%
Consumer Non-Cyclical
Retail - Drugs with Grocery
279.31Cr -13.47%
Consumer Non-Cyclical
Other Drug Retailers
647.32Cr -37.82%
Consumer Non-Cyclical
Sanitary Products
23Cr -50.00%
Consumer Non-Cyclical
Other Household Products
4.39TCr -18.20%

News 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