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
Investment Management
3.47B +4.26%
Consumer Non-Cyclical
Other Drug Retailers
5.74B -13.77%
Financials
Other Life & Health Insurance
73.72B +19.86%
Financials
Other Life & Health Insurance
40.29B +39.66%
Healthcare
Other Healthcare Facilities & Services
1.26B +105.46%
Financials
Other Life & Health Insurance
101B +3.42%
Healthcare
Other Healthcare Facilities & Services
1.26B +9.03%
Financials
Other Life & Health Insurance
25.76B -6.72%
Real Estate
Healthcare REITs
6.68B -0.07%
Financials
Other Life & Health Insurance
11.86B +25.29%
Healthcare
Pharmaceuticals Wholesale
53B +10.11%
Financials
Other Life & Health Insurance
3.54B -8.05%
Healthcare
Other Healthcare Facilities & Services
891M -11.59%
Healthcare
Other Healthcare Facilities & Services
3.41B -31.86%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
15.6B -40.51%
Healthcare
Other Biotechnology & Medical Research
28.48B -24.28%
Financials
Other Investment Management & Fund Operators
1.29B -14.74%
Healthcare
Other Managed Healthcare
43.46B +41.33%
Healthcare
Other Medical Equipment, Supplies & Distribution
5.37B -16.86%
Healthcare
Glasses, Spectacles & Contact Lenses
760M +1.00%
Financials
Other Life & Health Insurance
37.17B -5.20%
Consumer Non-Cyclical
Other Personal Products
19.47B 0.00%
Healthcare
Other Medical Equipment, Supplies & Distribution
57.66B +20.39%
Consumer Cyclical
Optical Goods Stores
1.31B -36.87%
Financials
Other Life & Health Insurance
52.67B +49.74%
Financials
Life Insurance
22.58B +12.99%
Healthcare
Medical & Diagnostic Laboratories
1.1B -6.42%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
969M -40.67%
- - 13.3B -
Healthcare
Medical Prosthetics
14.81B -6.90%
Consumer Non-Cyclical
Other Drug Retailers
1.5B +0.92%
Consumer Cyclical
Travel Agents
770M -37.24%
Consumer Cyclical
Travel Agents
1.58B -.--%
Consumer Non-Cyclical
Retail - Drugs with Grocery
2.73B -13.35%
Consumer Non-Cyclical
Retail - Drugs with Grocery
3.44B -17.58%
Consumer Non-Cyclical
Other Drug Retailers
14.44B -36.76%
Technology
Business to Business
5.89B +5.22%
Consumer Non-Cyclical
Sanitary Products
224M -51.63%
Consumer Non-Cyclical
Other Household Products
39.35B -26.82%
Consumer Non-Cyclical
Other Drug Retailers
6.93B -34.65%

News of the components

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