Investment Themes
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 | 107B | +21.79% | ||
Healthcare | Pharmaceuticals Wholesale | 39.21B | +38.90% | ||
Healthcare | Other Healthcare Facilities & Services | 948M | -7.17% | ||
Financials | Other Life & Health Insurance | 55.31B | +14.12% | ||
Healthcare | Other Healthcare Facilities & Services | 5.02B | +31.92% | ||
Financials | Investment Management | 2.89B | +4.80% | ||
Financials | Wealth Management | 8.63B | +39.92% | ||
Consumer Cyclical | Other Miscellaneous Specialty Retailers | 30.33B | +8.33% | ||
Healthcare | Other Healthcare Facilities & Services | 19.38B | +15.09% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 7.31B | +19.98% | ||
Consumer Non-Cyclical | Sanitary Products | 678M | -12.51% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 45.28B | +5.32% | ||
Healthcare | Glasses, Spectacles & Contact Lenses | 42.73B | -8.53% | ||
Financials | Other Life & Health Insurance | 2.93B | -2.40% | ||
Consumer Non-Cyclical | Other Personal Products | 19.11B | -9.94% | ||
Financials | Other Life & Health Insurance | 37.74B | -9.87% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 2.77B | +1.52% | ||
Consumer Non-Cyclical | Other Drug Retailers | 2.22B | -29.86% | ||
Healthcare | Other Healthcare Facilities & Services | 1.72B | -8.85% | ||
Financials | Other Life & Health Insurance | 34.65B | -1.14% | ||
Real Estate | Healthcare REITs | 3.61B | +14.77% | ||
Healthcare | Medical Devices & Implants | 5.98B | -30.67% | ||
Consumer Cyclical | Travel Agents | 1.08B | +0.44% | ||
Healthcare | Medical Prosthetics | 12.94B | +4.44% | ||
Healthcare | Medical & Diagnostic Laboratories | 1.23B | +22.98% | ||
Financials | Other Investment Management & Fund Operators | 5.89B | +15.68% | ||
Financials | Other Investment Management & Fund Operators | 1.53B | +5.28% | ||
Financials | Other Life & Health Insurance | 19.36B | +9.83% | ||
Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 1.44B | -15.62% | ||
Financials | Other Life & Health Insurance | 25.39B | +32.13% | ||
Financials | Other Multiline Insurance & Brokers | 12.94B | +29.18% | ||
Consumer Cyclical | Travel Agents | 1.37B | +13.89% | ||
Consumer Non-Cyclical | Other Drug Retailers | 8.44B | +33.67% | ||
Consumer Non-Cyclical | Other Household Products | 46.39B | +5.64% | ||
Consumer Non-Cyclical | Other Drug Retailers | 8.72B | +28.61% | ||
Real Estate | Healthcare REITs | 2.21B | +30.80% | ||
Technology | Business to Business | 5.1B | +39.98% | ||
Consumer Non-Cyclical | Retail - Drugs without Grocery | 1.32B | +27.24% | ||
Consumer Non-Cyclical | Retail - Drugs with Grocery | 4.19B | +36.53% | ||
Consumer Non-Cyclical | Retail - Drugs with Grocery | 3.62B | +11.93% | ||
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
- Stock Market
- Investment Themes
- Ageing Population, investing for the future