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Trend
Ageing Population & Silver Economy
The global population is ageing faster than at any point in history. By 2050, two billion people will be over 60. That structural shift drives demand for everything from pharmaceuticals to care homes to financial planning products. Unlike most investment themes, this one does not depend on a technology breakthrough — it is already happening, and its trajectory is certain.
11
companies
1
pure play
9
major beneficiary
1
indirect exposure
Pure Play
Core business is this trend
WELL
Welltower
Pure Play
The largest senior housing REIT in the US — owns assisted living, independent living, and memory care facilities. Demographics drive occupancy: every year more Americans turn 80, more will need the beds Welltower owns. A pure infrastructure play on the silver economy.
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