HERO BANNER - INVESTMENT CAPABILITIES - FRAMLINGTON EQUITIES - EVOLVING ECONOMY - AGEING AND LIFESTYLE - Ageing and Lifestyle

Ageing and Lifestyle


TEXT - INVESTMENT CAPABILITIES - FRAMLINGTON EQUITIES - EVOLVING ECONOMY - AGEING AND LIFESTYLE - What is the ageing and lifestyle theme?

What is the Ageing and Lifestyle theme?

Ageing populations are one of the greatest social, economic and political transformations of our time as life expectancies continue to rise. For example, the 65+ cohort in the USA is forecast to grow more than four times as fast as the broader population over 2020-2030:

Percent change in US population size (estimate), 2020-2030:


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What does the Ageing and Lifestyle theme mean for investors?

The changing lifestyles and needs of older generations could represent a multi-decade growth opportunity for investors. By 2030, two-thirds of over-60s’ consumption growth in developed markets will be spent across multiple industries dedicated to living well, from beauty and fitness, to travel and entertainment 1.

Meanwhile other industries like real estate, financials and healthcare will have to rapidly adapt to retiring and elderly generations’ needs.


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The Evolving Economy at AXA Investment Managers

  • Established thematic investor

    30-year track record of thematic investing and product innovation

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    Collaborative research structure to prioritise Evolving Economy exposure over traditional geographic and sector information

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    Our proprietary thematic exposure database quantifies Evolving Economy exposure across a universe of c.11,000 companies*

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TEXT - INVESTMENT CAPABILITIES - FRAMLINGTON EQUITIES - EVOLVING ECONOMY - AGEING AND LIFESTYLE -Footnotes 1. McKinsey Global Institute. ...

1.  McKinsey Global Institute. Urban World: The Global Consumers to Watch, April 2016
*Connected Consumer - Citi Research, Citi GPS “Technology at work v3.0”, August 2017
*Automation - IFR World Robotics Report 2017, latest available data as of March 2018.
*CleanTech - Financier Worldwide, “Investing in the clean technology revolution”, January 2016
*Transitioning Societies - UN, correct as at March 2018

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