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
1.67B +9.68%
Financials
Other Multiline Insurance & Brokers
27.53B +5.83%
Healthcare
Pharmaceuticals Wholesale
62.02B +30.33%
Financials
Other Life & Health Insurance
41.87B +30.88%
Healthcare
Other Healthcare Facilities & Services
1.84B +200.89%
Financials
Other Multiline Insurance & Brokers
104B +9.20%
Financials
Investment Management
3.33B +2.51%
Healthcare
Other Healthcare Facilities & Services
4.72B -1.13%
Financials
Other Life & Health Insurance
75.61B +20.76%
Healthcare
Glasses, Spectacles & Contact Lenses
887M +13.71%
Healthcare
Other Healthcare Facilities & Services
1.35B +19.20%
Financials
Other Life & Health Insurance
11.3B +21.36%
Financials
Other Life & Health Insurance
3.65B +0.07%
Consumer Cyclical
Optical Goods Stores
1.41B -30.87%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
19.08B -26.79%
Healthcare
Medical & Diagnostic Laboratories
1.38B +14.02%
Healthcare
Other Managed Healthcare
49.45B +60.77%
Healthcare
Medical Prosthetics
20.71B +10.53%
Healthcare
Medical Prosthetics
21.3B +37.61%
Healthcare
Other Healthcare Facilities & Services
12.26B +71.48%
Healthcare
Medical Devices & Implants
13.02B +94.83%
- - 12.5B -
Healthcare
Other Medical Equipment, Supplies & Distribution
50.69B -5.45%
Consumer Non-Cyclical
Other Personal Products
20.11B +7.99%
Financials
Life Insurance
23.5B +20.41%
Financials
Other Life & Health Insurance
22.28B +16.07%
Financials
Wealth Management
7.75B -19.56%
Financials
Other Life & Health Insurance
104B -1.81%
Real Estate
Healthcare REITs
6.1B -4.22%
Consumer Cyclical
Travel Agents
1B -19.87%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
805M -50.70%
Consumer Cyclical
Travel Agents
355M -77.35%
Consumer Cyclical
Other Apparel & Accessories Retailers
1.52B -8.55%
Consumer Non-Cyclical
Other Drug Retailers
17.58B -22.05%
Consumer Non-Cyclical
Retail - Drugs with Grocery
2.85B -13.17%
Consumer Non-Cyclical
Other Drug Retailers
6.88B -1.07%
Consumer Non-Cyclical
Retail - Drugs with Grocery
3.28B -27.90%
Consumer Non-Cyclical
Other Household Products
48.37B -11.97%
Consumer Non-Cyclical
Other Drug Retailers
6.48B -38.61%
Consumer Cyclical
Travel Agents
1.77B -17.72%

News of the components

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