Andrew Dittberner, Chief Investment Officer, unpacks how advances in healthcare and technology have led to a global increase in life expectancy, giving rise to the longevity economy. Andrew highlights the shifts shaping global demographics and the investment opportunities they present, spotlighting companies and sectors within our portfolios that are poised to benefit.

Stryker, a more recent addition to our Global Equity Portfolio, aligns perfectly with the longevity theme. This multinational medical technology company provides equipment and products for treating and curing ageing patients. In this article, Sameer Singh, Research Analyst, explains why Stryker is primed to capitalise on healthcare spending growth and adapt to emerging dynamics such as the longevity economy.

Bianca Lakha, Junior Research Analyst, provides a local perspective, unpacking our investment case for Clicks. She makes the point that while the longevity theme may not follow the same trajectory in South Africa as in developed nations, Clicks’ existing strengths position it well. The company’s focus on its private labels, store roll-out, pharmacy network and loyalty programme will enable it to continue to thrive and seize opportunities as South Africa’s demographic profile evolves.

Head of Fiduciary, Mandy Dix-Peek, concludes this issue focused on longevity with an article covering key estate planning considerations to ensure effective structuring, preservation and transfer of wealth across generations.