Macrovue's Silver Haired Economy Global Portfolio

A portfolio of ten stocks – rigorously analysed and researched – that we think are best poised to profit from the global megatrend of the ageing population.

Macrovue’s Global Silver Haired Economy Portfolio’s Performance*

* Returns as of 31 August 2018. Past performance is not a reliable indicator of future performance. For full performance numbers and methodology, please click here.

Why invest in Silver Haired Economy Portfolio?

We are ageing much faster than at any time in the past. According to the World Heath Organisation, between 2015 and 2050, the proportion of the world’s population over 60 years will nearly double from 12% to 22%.

In fact, in just three years from now the number of people aged 60+ will be higher than children under 5 globally. This megatrend has profound implications for governments, health and social systems, and of course, the global economy.

There are two big questions to be answered, particularly for developed economies. First, who will make the goods for both younger workers and retirees to consume? Secondly, who will buy the assets? Among other things, how governments deal with trade laws will have a big impact on how the ageing population will affect the economy and the stock market. There are many moving parts.

Find out which 10 globally listed companies were hand-picked by experts to make investing in global shares easy for you.


Meet Macrovue's Investment Team

Clay Carter | Head of Investment Committee

Clay has 25+ years experience managing global equity portfolios. Most recently, he was Head of International Investments at Perennial Investment Partners. Previously, Clay managed investment portfolios at QBE, PM Capital, Legal and General Life of Australia, and AMP. He has developed alternative methods to traditional market analysis and portfolio management and regularly appears on CNBC Asia and Bloomberg TV.

Dev Sinha | Chief Investment Officer

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Dr. Sid Sahgal | COO

Sid brings almost 20 years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.