Investment Themes

Ageing Population, investing for the future

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
49.5B +1.38%
Healthcare
Other Healthcare Facilities & Services
1.16B -0.76%
Healthcare
Glasses, Spectacles & Contact Lenses
766M +2.07%
Financials
Other Life & Health Insurance
31.12B +3.80%
Financials
Other Life & Health Insurance
88.86B -7.93%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
28.9B +9.36%
Consumer Non-Cyclical
Other Drug Retailers
6.39B -6.56%
Financials
Other Life & Health Insurance
59.05B -6.55%
Consumer Non-Cyclical
Other Personal Products
19.38B -3.58%
Healthcare
Other Healthcare Facilities & Services
1.71B -2.93%
Healthcare
Other Healthcare Facilities & Services
5.76B +13.84%
Financials
Investment Management
3.53B +5.79%
Financials
Other Life & Health Insurance
9.51B +1.30%
Financials
Life Insurance
4.34B -2.13%
Financials
Wealth Management
10.53B +7.73%
Financials
Life Insurance
11.26B -5.05%
Financials
Other Life & Health Insurance
35.58B +1.06%
Healthcare
Other Managed Healthcare
32.05B +4.05%
Healthcare
Other Medical Equipment, Supplies & Distribution
6.19B -3.78%
Healthcare
Other Biotechnology & Medical Research
40.07B +4.39%
Financials
Other Life & Health Insurance
37.68B -4.60%
Healthcare
Other Medical Equipment, Supplies & Distribution
54.56B +7.41%
Financials
Other Life & Health Insurance
35.18B +1.81%
Financials
Life Insurance
20.15B -1.37%
Healthcare
Other Medical Equipment, Supplies & Distribution
2.77B -.--%
Consumer Non-Cyclical
Other Drug Retailers
1.41B -9.22%
Healthcare
Other Advanced Medical Equipment & Technology
48.55B -1.87%
Consumer Cyclical
Travel Agents
1.53B -.--%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
1.77B +6.40%
Healthcare
Medical Prosthetics
12.3B +5.01%
Real Estate
Healthcare REITs
4.17B +10.44%
Consumer Non-Cyclical
Sanitary Products
475M +2.86%
Consumer Cyclical
Travel Agents
1.18B -0.63%
Consumer Non-Cyclical
Other Drug Retailers
13.76B +31.49%
Consumer Non-Cyclical
Other Household Products
54.88B +0.27%
Technology
Business to Business
5.88B +2.24%
Real Estate
Healthcare REITs
2.1B -.--%
Consumer Non-Cyclical
Retail - Drugs without Grocery
1.49B +0.19%
Consumer Non-Cyclical
Retail - Drugs without Grocery
8.17B +5.54%
Consumer Non-Cyclical
Retail - Drugs with Grocery
4.39B +3.77%

News of the components

░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░ ░░░░░░ ░░ ░░░░░░░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░ ░░ ░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░ ░░░ ░ ░░ ░░░ ░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░ ░░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░ ░░░░ ░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░ ░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░ ░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░ ░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░ ░░░░░░░
░░░░ ░░░░░░ ░░░░░ ░░ ░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░░░░░░ ░░░ ░ ░░ ░░░ ░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░
░░░░ ░ ░░░░░░ ░░░ ░░ ░░░░ ░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░ ░░░ ░░░░░░░░░
░░░░ ░ ░░░░░░ ░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░ ░░░░░░░░░░░░░ ░░░ ░░░░░░░░░░░░░
░░░░ ░░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░ ░░ ░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Ageing Population, investing for the future