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
50.4B +4.60%
Financials
Investment Management
3.35B +3.39%
Healthcare
Other Healthcare Facilities & Services
4.54B -12.43%
Financials
Wealth Management
8.8B -6.79%
Consumer Cyclical
Optical Goods Stores
1.98B -1.74%
Healthcare
Glasses, Spectacles & Contact Lenses
797M +8.89%
Healthcare
Medical & Diagnostic Laboratories
1.09B -5.32%
Financials
Other Life & Health Insurance
32.56B +14.92%
Healthcare
Other Healthcare Facilities & Services
718M +19.16%
Financials
Other Life & Health Insurance
10.29B +11.27%
Financials
Other Life & Health Insurance
99.27B +2.12%
Financials
Life Insurance
22.2B +10.74%
Consumer Non-Cyclical
Other Drug Retailers
6.1B -9.99%
Healthcare
Other Healthcare Facilities & Services
1.24B +9.22%
Financials
Other Life & Health Insurance
63.44B +2.71%
Financials
Other Life & Health Insurance
3.45B -8.93%
Consumer Cyclical
Travel Agents
677M -42.15%
Healthcare
Other Advanced Medical Equipment & Technology
45.04B -8.27%
Healthcare
Glasses, Spectacles & Contact Lenses
38.18B -0.38%
Healthcare
Other Medical Equipment, Supplies & Distribution
61.26B +26.22%
Healthcare
Other Healthcare Facilities & Services
1.05B +8.87%
Financials
Other Life & Health Insurance
34.25B -12.51%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
23.9B -9.98%
Financials
Other Life & Health Insurance
19.56B +1.43%
Consumer Non-Cyclical
Other Personal Products
18.08B -6.71%
Financials
Other Banks
33.04B +5.78%
- - 14.27B -
Healthcare
Other Managed Healthcare
23.8B -23.39%
Healthcare
Other Healthcare Facilities & Services
1.2B -28.87%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
986M -38.71%
Consumer Non-Cyclical
Other Drug Retailers
942M -34.78%
Consumer Cyclical
Travel Agents
1.58B -.--%
Real Estate
Healthcare REITs
7.15B +9.11%
Consumer Non-Cyclical
Retail - Drugs with Grocery
3.86B -7.76%
Consumer Non-Cyclical
Retail - Drugs with Grocery
2.8B -10.15%
Consumer Non-Cyclical
Other Drug Retailers
19.04B -14.34%
Consumer Non-Cyclical
Other Drug Retailers
9.06B -10.69%
Consumer Non-Cyclical
Sanitary Products
274M -36.22%
Consumer Non-Cyclical
Other Household Products
43.97B -18.97%
Technology
Business to Business
5.97B +6.53%

News of the components

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

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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