Ageing and Lifestyle

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 global 60+ cohort is forecast to grow more than five times as fast as the under-60 population from 2018-2030:

Percent change in global population size (estimate), 2018-2030.

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

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 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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