High. This portfolio invests in companies that support the healthcare and well-being of an aging global population. While healthcare demand is structurally resilient and less sensitive to economic cycles, regulatory developments, reimbursement policies, and clinical trial outcomes in the pharmaceutical and life sciences sectors may still influence the portfolio.
You are seeking long-term exposure to demographic-driven sectors expected to benefit from the global aging trend. This portfolio is suited for investors who believe in the steady rise of healthcare demand, innovation in medical technology and biopharma, and the increasing need for senior care infrastructure.
Global demographics are undergoing a profound shift. By 2050, one in six individuals worldwide is expected to be over 65, up from one in ten today. In the United States, older adults hold more than 75% of total wealth, making them a significant force in healthcare consumption and retirement-related services.
The Aging Portfolio invests in companies positioned to benefit from this structural trend, spanning healthcare providers, biopharmaceutical firms, life sciences innovators, diagnostic companies, and senior living real estate investment trusts (REITs). These sectors stand to gain from rising demand for advanced medical treatments, chronic care management, and infrastructure that supports aging populations.
Key drivers of this portfolio include increased healthcare spending as longevity rises, continued innovation in pharmaceuticals and biotechnology to address age-related conditions, growth in demand for diagnostic and monitoring tools and expansion of independent and assisted senior living facilities.The Aging Portfolio aims to provide stability and growth potential linked to one of the most enduring global megatrends by allocating across a diversified mix of established healthcare leaders and specialized players.
For this portfolio, we have identified the below companies:
| Company | Description |
|---|---|
| AbbVie Inc. (ABBV) | AbbVie develops and markets treatments for chronic and age-related conditions like rheumatoid arthritis and cancer, directly addressing the healthcare needs of an older population. |
| Amgen Inc. (AMGN) | Amgen focuses on biotechnology to create therapies for serious illnesses often prevalent in older adults, including osteoporosis, cardiovascular disease, and various cancers. |
| Bristol-Myers Squibb Company (BMY) | This company specializes in innovative medicines for diseases that disproportionately affect the elderly, such as various cancers and cardiovascular disorders, improving their quality of life. |
| Boston Scientific Corporation (BSX) | Boston Scientific manufactures a wide range of medical devices for less-invasive procedures used to treat common age-related health issues like heart conditions and chronic pain. |
| DaVita Inc. (DVA) | DaVita provides essential kidney dialysis services, a critical healthcare need for many seniors who suffer from chronic kidney disease and end-stage renal failure. |
| DexCom, Inc. (DXCM) | The company develops continuous glucose monitoring systems that are crucial for managing diabetes, a chronic condition that is increasingly common in the aging population. |
| Edwards Lifesciences Corporation (EW) | Edwards Lifesciences is a leader in medical innovations for structural heart disease, frequently treating elderly patients with heart valve problems and other critical conditions. |
| Incyte Corporation (INCY) | This biopharmaceutical company discovers and develops novel therapeutics primarily for cancer, a disease with a significantly higher incidence rate among the elderly population. |
| Johnson & Johnson (JNJ) | Johnson & Johnson offers a wide range of healthcare products, from pharmaceuticals for age-related diseases to medical devices for orthopedic surgery, directly serving senior needs. |
| Eli Lilly and Company (LLY) | This company creates medicines addressing major health challenges for the elderly, including diabetes, Alzheimer's disease, and various cancers, thereby enhancing longevity and well-being. |
| Medtronic plc (MDT) | Medtronic produces a broad array of medical technologies and therapies, including pacemakers and insulin pumps, that help manage chronic diseases associated with aging. |
| Merck & Co., Inc. (MRK) | Merck develops critical vaccines and medicines that prevent and treat diseases common in older adults, such as shingles, pneumonia, and various types of cancer. |
| Omega Healthcare Investors, Inc. (OHI) | This is a real estate investment trust that invests in skilled nursing and assisted living facilities, directly supporting the long-term care needs of seniors. |
| Insulet Corporation (PODD) | Insulet designs tubeless insulin pumps that simplify diabetes management for an aging demographic that values convenience and ease of use for their chronic care. |
| Regeneron Pharmaceuticals, Inc. (REGN) | Regeneron develops innovative medicines for serious medical conditions, including age-related macular degeneration, which is a leading cause of vision loss in older adults. |
| Stryker Corporation (SYK) | Stryker specializes in medical technology including reconstructive orthopedic implants like hip and knee replacements, which are frequently required by the aging population to maintain mobility. |
| Ventas, Inc. (VTR) | Ventas is a real estate investment trust that owns a diverse portfolio of senior housing communities and healthcare properties, catering directly to the aging demographic. |
| Welltower Inc. (WELL) | Welltower invests in healthcare infrastructure, including senior housing and post-acute care facilities, capitalizing on the increasing demand for properties that serve the elderly. |
| Zimmer Biomet Holdings, Inc. (ZBH) | This is a leading musculoskeletal healthcare company that provides joint replacement solutions, such as knee and hip implants, to improve mobility for aging individuals. |