Longevity as a megatrend: opportunities for investment in health and active aging
The demographic revolution is underway. By 2050, more than 20% of the world’s population is expected to be over 65 years old. This change opens up opportunities in sectors linked to healthcare, medical technology and services for older adults.
At the heart of this transformation is the concept of “active aging” which seeks to prolong quality of life, functional autonomy and financial well-being. This is driving demand for solutions that integrate prevention, technology and personalized care.
Where are the opportunities?
Biotechnology and personalized medicine: gene therapies, early diagnosis and immunotherapy.
Medical technology and robotics: AI-assisted surgeries and remote monitoring.
Geriatric infrastructure: assisted living and specialty hospitals.
Financial wellness: longevity-focused products and advice.
Market impact Thematic funds such as IDNA (biotech) and AGNG (aging) have generated returns of +45% and +18% in 5 and 3 years respectively. Others such as BMEZ and LGEN complement this exposure with medical technology and geriatric services.
Funds we follow closely Among the vehicles we consider most representative of this trend are:
IDNA: iShares Genomics, Immunology and Healthcare ETF.
AGNG: Global X Aging Population ETF
BMEZ: BlackRock Health Sciences Trust II
LGEN: Global X Longevity Economy ETF
A long-term view Investing in health and longevity is part of a structural strategy that redefines consumption and work globally. At Nautic Invest, we help our clients position themselves in these trends with diversification, data and a vision for the future.