The longevity and health improvement They represent a megatence of investment with high transformative potential. The world population ages quickly, in 2030 all the «baby boomers» will be over 65 years old, which implies a structural increase in the demand for health services. Investing in medical and pharmaceutical technological advances is not only a financial benefit, but also a relevant social impact by prolonging and improving the quality of life.
The Artificial Intelligence (AI)for example, leads an unprecedented revolution in medical care. Likewise, disruptive technologies such as robotic surgery represent a key investment area. Leading companies such as Surgical Intuitive, with their robotic system da Vinci, are redefining the minimally invasive surgery, accelerating the recovery of patients and expanding surgical precision.
In parallel, the pharmaceutical sector experiences promising advances in biotechnology, such as innovative treatments against the obesity of companies such as Novo nordisk y eli lilly, that could reach a market superior to 100bn USD a 2030. Although the sector faces regulatory and competitive challenges, it maintains a high potential for its ability to transform and improve the lives of millions of patients.
The inverter can participate in this megatence through a diversified fund such as 4 health megaters that allows access to a wide range of leading companies in all segments of the sector: pharmaceuticals, biotechnology, medical technology, health services and life sciences. Longevity is not only a social reality, but an attractive investment opportunity that combines technological innovation with structural growth and long -term sustainable profitability.
The aging of the population also has important implications in private consumption, which represents about 60% of world GDP. Global consumers are more focused than ever in preventive care. The consumer health sector offers attractive growth with low volatility. A good part of the products of the companies operating in this sector are used especially when consumers feel more vulnerable, which has positive implications for strong brands with pricing power. In this sector, Haleon stands out, as a quality company and growth. Nestlé, Unilever or Procter & Gamble are well positioned to take advantage of the growth in the demand for products that promote the health and well -being of the consumer.
On the other hand, the aging of the population and the increase in the prevalence of visual and auditory problems are promoting the growth of the headphones and glasses markets for the sight, where annual growths are expected up to 2030 of a simple simple digit (6-8%). Companies like Essilor Luxottica (lens leader) or Amplifon (Distribution of headphones) can capitalize on the growth of the sector in the coming years.
At the same time, the call «Peter Pan Syndrome» It results in the consumption of cosmetic products aimed at maintaining physical beauty. In this field, we believe that L’Oreal is a very well positioned company. And within the value chain of the consumer, nutrition and cosmetic health sector, the transverse role of ingredient companies is very important. Companies such as Givaudan or Symrise provide functional, natural and formulations for this type of products.
If c3rd age onsumitor has health, money and time,It is very likely to want to enjoy and travel. The leisure and entertainment sector benefit, highlighting the cruise sector, the hotelier or large platforms such as Airbnb and Booking.
The Income Fund 4 megatendencias Consumption has a strategy of diversification and balanced approach between subsectors, looking for companies that benefit from the secular tendencies described, with a growth in income, benefits and profitability on the capital superior to the average of the market, which leads to a significant value creation.