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
1.42B -8.53%
Healthcare
Pharmaceuticals Wholesale
57.49B +20.28%
Healthcare
Other Healthcare Facilities & Services
3.63B -24.01%
Consumer Non-Cyclical
Other Drug Retailers
6.55B -4.20%
Financials
Other Life & Health Insurance
43.34B +44.04%
Financials
Other Life & Health Insurance
42.12B +8.10%
Healthcare
Other Healthcare Facilities & Services
1.31B +114.47%
Financials
Other Life & Health Insurance
105B +8.98%
Consumer Cyclical
Optical Goods Stores
1.32B -35.17%
Healthcare
Other Healthcare Facilities & Services
1.34B +14.59%
Financials
Other Life & Health Insurance
78.84B +25.51%
Healthcare
Glasses, Spectacles & Contact Lenses
888M +16.91%
- - 12.57B -
Healthcare
Other Managed Healthcare
48.22B +56.77%
Healthcare
Medical Prosthetics
18.5B +0.51%
Financials
Other Banks
34.3B +11.02%
Healthcare
Other Medical Equipment, Supplies & Distribution
51.75B +1.92%
Financials
Other Investment Management & Fund Operators
9.25B +19.05%
Consumer Non-Cyclical
Other Personal Products
19.28B +2.64%
Financials
Other Life & Health Insurance
21.68B +12.91%
Financials
Investment Management
3.32B +2.08%
Financials
Wealth Management
7.93B -16.22%
Financials
Other Life & Health Insurance
3.23B -14.16%
Healthcare
Medical Prosthetics
17.23B +13.38%
Healthcare
Other Healthcare Facilities & Services
1.05B +2.63%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
18.23B -30.03%
Financials
Other Life & Health Insurance
102B -3.00%
Healthcare
Medical & Diagnostic Laboratories
1.23B +3.40%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
790M -49.51%
Healthcare
Other Healthcare Facilities & Services
1.24B -28.52%
Consumer Cyclical
Travel Agents
225M -86.00%
Real Estate
Healthcare REITs
6.54B -0.07%
Consumer Cyclical
Travel Agents
965M -22.59%
Consumer Cyclical
Other Apparel & Accessories Retailers
1.63B -3.04%
Consumer Non-Cyclical
Other Drug Retailers
15.07B -33.23%
Consumer Non-Cyclical
Retail - Drugs with Grocery
3.08B -27.82%
Consumer Non-Cyclical
Retail - Drugs with Grocery
2.79B -13.47%
Consumer Non-Cyclical
Other Drug Retailers
6.47B -37.82%
Consumer Non-Cyclical
Sanitary Products
228M -50.00%
Consumer Non-Cyclical
Other Household Products
43.91B -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