Go long longevity
We see longevity as a significant investment opportunity, with products designed to extend healthy lifespans expected to see high demand.
We foresee a vast future market for our new Longevity idea. Recent market declines have, in our view, created an opportune moment to invest, particularly in the US health care sector. In the short term, we expect clearer policies and positive developments, such as updates to government health care programs, to bolster growth. And as people live longer, wealthier, and healthier lives, we anticipate a growing demand for products that extend healthy lifespans.
The 鈥渓ongevity鈥� market is rapidly emerging as a transformative force in the global economy, driven by increases in life expectancy and demographic shifts toward an older population.
We think about the market in two categories: drivers and beneficiaries. Drivers, including pharmaceutical companies, medical devices, and health care services, are at the forefront of extending healthy life expectancy. Meanwhile, beneficiaries鈥� consumer goods, financial services, real estate, and industrial sectors鈥攁re poised to capitalize on the evolving needs of an aging demographic.
Pharma, medical devices, and health care services
Pharma, medical devices, and health care services
We expect US regulatory announcements, anticipated in early April, to act as a positive catalyst for the sector, signaling policy stability and President Trump's commitment to Medicare.
In health care, we see opportunities in pharmaceuticals, medtech, and health care services, all crucial in reducing age-related diseases. These sectors not only aim to extend life expectancy but also stand to benefit from increased demand driven by an aging population. We anticipate a substantial health care market opportunity, with revenues reaching USD 2.2 trillion globally by 2030. While obesity drugs have gained attention, the next wave of innovation will likely focus on oncology, Alzheimer's, and cardiovascular health.
Consumer and financial services
Consumer and financial services
The consumer industry addresses the demographic shift toward an older population by offering products that enhance health and extend longevity. Companies in healthy nutrition categories鈥攕uch as active nutrition, medical聽nutrition, or vitamins, minerals, and supplements鈥攁re positioned to capitalize on the demand for healthy aging.
As lifespans increase, financial services firms have opportunities. Wealth managers can address the growing need for personalized retirement advice, with the global wealth pool expected to grow at a 6-7% annual rate through 2030, based on estimates from Oliver Wyman. Private individuals may seek enhanced returns through diversification in areas like private markets. Currently, retail investors allocate about 2% of their assets to private markets, compared to institutional investors' high-20s allocations, according to Partners Group. In insurance, addressing the pension gap with annuities and other products presents further potential.
Elder living
Elder living
The 鈥渓ongevity economy鈥� influences demand for senior housing facilities and health and wellness services. Aging populations present growth opportunities in the global real estate market, including wellness initiatives, independent living, assisted living, nursing homes, and specialized health care centers.
