Ageing is not a megatrend.
Ageing is not a megatrend.
Ageing is not a megatrend.
It is a demographic transformation.
It is a demographic transformation.
Ageing affects numbers.
Ageing affects numbers.
Ageing affects numbers.
WORLD IS GROWING OLDER
WORLD IS GROWING OLDER
WORLD IS GROWING OLDER
Total 55+
~23% → ~35%
~23% → ~35%
Age Band
2025
2050
2050
55–64
~11%
~14%
65–79
~10%
~16%
80+
~2%
~5%
Total 55+
~23%
~23%
~35%
~35%
Demographic ageing is reshaping economies, labour markets, consumption patterns and business environments globally.
Total Population
2025 ~8.2 billion
2050 ~9.7 billion
Ageing is happening every day.
Ageing is happening every day.
Ageing is happening every day.
~16,000
~16,000
~16,000
people added to the OECD population aged 65+ every day.
people added to the OECD population aged 65+ every day.
~5.9 Million
~5.9 Million
~5.9 Million
additional people added to the OECD population aged 65+ each year.
additional people added to the OECD population aged 65+ each year.
Average net increase, 2026–2030
Demographic ageing is long-term. Its impact accumulates every day.
Demographic ageing is long-term. Its impact accumulates every day.
Demographic ageing is long-term. Its impact accumulates every day.
Source: OECD Population Projections; AgeScores calculation.
Source: OECD Population Projections; AgeScores calculation.
AGEING
AGEING
AGEING
Rising life expectancy, declining birth rates and changing population age structures are creating long term demographic shifts that are expected to influence economic activity over the coming decades.
Rising life expectancy, declining birth rates and changing population age structures are creating long term demographic shifts that are expected to influence economic activity over the coming decades.
Ageing is visible in the data.
But rarely connected.
Ageing is visible in the data.
But rarely connected.
Ageing affects numbers.
Ageing affects numbers.
Ageing changes both sides of the economic equation
The numerator can rise
Age related demand, service needs, workforce costs and adaptation requirements.
The denominator can weaken
Workforce availability, labour participation and economic capacity.
Across economies, these effects can alter the balance between demand and productive capacity.
Ageing affects numbers.
Ageing affects numbers.
Ageing affects numbers.
DEMOGRAPHIC AGEING
IS STRUCTURAL.
DEMOGRAPHIC AGEING
IS STRUCTURAL.
DEMOGRAPHIC AGEING
IS STRUCTURAL.
Most investment themes
Most investment themes
Most investment themes
AGEING
AGEING
AGEING
Sudden
Sudden
Gradual
Gradual
News-driven
News-driven
Structural
Structural
Cyclical
Cyclical
Multi-decade
Multi-decade
Often reversible
Often reversible
Difficult to reverse
Difficult to reverse
Immediately visible
Immediately visible
Quietly reshapes
Quietly reshapes
Ageing attracts less attention because it unfolds gradually. Yet its effects accumulate across economies, industries and investment portfolios over decades.
Ageing attracts less attention because it unfolds gradually. Yet its effects accumulate across economies, industries and investment portfolios over decades.
Long Term Investments.
Long Term Demographics.
Long Term Investments.
Long Term Demographics.
Long Term Investments.
Long Term Demographics.
Pension funds, insurers and other institutional investors invest for decades.
Pension funds, insurers and other institutional investors invest for decades.
Over those same decades, people age — reshaping industries, companies and economies.
Over those same decades, people age — reshaping industries, companies and economies.
But that ageing impact is rarely assessed across industries, companies and portfolios.
But that ageing impact is rarely assessed across industries, companies and portfolios.
That’s why AgeScores™ exists.
That’s why
AgeScores™ exists.
That’s why AgeScores™ exists.
A structured framework for assessing
how demographic ageing impacts
industries, companies and investment portfolios.
A structured framework for assessing
how demographic ageing impacts
industries, companies and investment portfolios.
A structured framework for assessing
how demographic ageing impacts
industries, companies and investment portfolios.
Ageing doesn’t affect
every industry equally.
Ageing doesn’t affect
every industry equally.
Ageing doesn’t affect
every industry equally.
Healthcare
Healthcare
Higher demand
Higher demand
Consumer Goods
Consumer Goods
Changing consumption patterns
Changing consumption patterns
Housing
Housing
New housing models
New housing models
Financial Services
Financial Services
Retirement income solutions
Retirement income solutions
Food Retail
Food Retail
Product mix change
Product mix change
Automation
Automation
Labour substitution
Labour substitution