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
4.7TCr +67.41%
Financials
Other Life & Health Insurance
9.27TCr +13.72%
Consumer Non-Cyclical
Other Drug Retailers
718.95Cr +25.57%
Healthcare
Other Healthcare Facilities & Services
106.82Cr +2.41%
Consumer Non-Cyclical
Sanitary Products
60Cr -23.12%
Financials
Other Life & Health Insurance
2.86TCr +14.85%
Financials
Other Life & Health Insurance
352.27Cr +12.47%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
2.77TCr -1.34%
Financials
Life Insurance
410.58Cr +49.58%
Financials
Other Life & Health Insurance
6.2TCr +28.57%
Healthcare
Glasses, Spectacles & Contact Lenses
75Cr +13.93%
Consumer Non-Cyclical
Other Personal Products
1.89TCr -12.48%
Healthcare
Other Healthcare Facilities & Services
61Cr -33.32%
Healthcare
Other Healthcare Facilities & Services
167.6Cr -8.92%
Healthcare
Other Healthcare Facilities & Services
511.44Cr +38.88%
Financials
Investment Management
331.42Cr +20.10%
Healthcare
Other Medical Equipment, Supplies & Distribution
585.01Cr +1.90%
Financials
Other Investment Management & Fund Operators
141.96Cr -5.83%
Financials
Wealth Management
955.6Cr +59.04%
Financials
Other Life & Health Insurance
3.91TCr -5.78%
Financials
Life Insurance
1.12TCr +26.22%
Healthcare
Other Managed Healthcare
3.01TCr -1.31%
Financials
Other Life & Health Insurance
3.3TCr -4.05%
Healthcare
Medical Prosthetics
1.17TCr -9.52%
Financials
Other Life & Health Insurance
3.26TCr +1.32%
Healthcare
Glasses, Spectacles & Contact Lenses
15TCr +21.52%
Healthcare
Other Medical Equipment, Supplies & Distribution
5.09TCr +19.03%
Healthcare
Other Biotechnology & Medical Research
3.71TCr +10.97%
Consumer Cyclical
Travel Agents
148.5Cr +21.28%
Consumer Non-Cyclical
Other Drug Retailers
147.98Cr -52.54%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
150.39Cr -15.38%
Consumer Cyclical
Optical Goods Stores
228.65Cr +176.68%
Real Estate
Healthcare REITs
351.14Cr +12.90%
Consumer Cyclical
Travel Agents
117.07Cr +4.79%
Consumer Non-Cyclical
Other Drug Retailers
1.11TCr +59.04%
Consumer Non-Cyclical
Other Household Products
5.3TCr +22.45%
Technology
Business to Business
556.62Cr +56.05%
Real Estate
Healthcare REITs
205.49Cr +23.84%
Consumer Non-Cyclical
Retail - Drugs without Grocery
160.02Cr +65.26%
Consumer Non-Cyclical
Retail - Drugs without Grocery
745.63Cr +7.41%

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