Faced with aging populations and a sharp increase in chronic diseases such as obesity, global healthcare systems are coming under intense pressure. Preventive healthcare, early diagnosis and targeted treatments offer sustainable solutions to this challenge by helping to stem healthcare costs.
At the same time, individuals’ growing awareness of the benefits of a healthy lifestyle is creating new markets, opening up fresh investment opportunities for nutrition, physical fitness, hygiene and personal care products.
Our theme update slides explore sustainability issues of current relevance, providing a snapshot of innovative product segments, new applications or emerging trends including an example of a company active in the respective area.
RobecoSAM’s Healthy Living Strategy focuses on innovative companies offering competitive solutions that will profit from trends across four key areas: Nutrition, Activity, Lifestyle Diseases, and Personal Care.
Nutrition: The increasing abundance of information demonstrating a clear link between diet and health is increasingly influencing consumer attitudes, dietary habits, and spending patterns. Opportunities abound for companies producing products that focus on optimizing health through natural and healthier food alternatives as well as for companies that ensure food quality and safety.
Activity: Consumers are better informed than ever and understand that exercise and physical activity are essential ingredients to improved health and well-being. Providers of products like athletic footwear, apparel, wearables devices, and sporting equipment as well as fitness center operators that promote active lifestyles are poised to profit from this positive healthcare trend.
Lifestyle Diseases: Chronic diseases are the single largest contributor to exploding healthcare costs in the developed world. The prevalence of “diabesity”—chronic illness like high blood pressure, heart disease and diabetes accompany obesity— is growing at an alarming rate worldwide. Companies that provide cost-effective solutions to diagnosis, treat, and prevent chronic disease will profit in this massive and growing market.
Hygiene & Personal Care: Healthy living also means maintaining good external hygiene. Simple individual measures like hand-washing, bathing, brushing teeth and cleaning of household surfaces helps keep harmful germs and sickness at bay. Other simple measures to prevent and maintain good health include the use of vitamins and nutritional supplements. Companies furnishing these products are poised for steady growth as the emphasis on individual responsibility and prevention measures in healthcare increases.
Dieter Küffer, CFA
Mathias Büeler, CFA
Materials, Construction, Machinery & Transportation
|Thomas Guennegues, CFA
Utilities, Renewable Energies, Electrical Equipment
Junwei Hafner-Cai, CIIA
|Matthias Müller, CFA
Information Technology & Telecommunication
Aaron Re'em, CFA
Sustainability Investing (SI) Analysts
|Jacob Messina, CFA|
Head of SI Research
Senior SI Analyst
Energy & Mining
|Roland Hengerer, PhD|
|Jürgen Siemer, PhD
Senior SI Analyst
Melissa Castillo Spinoso
Michael van der Meer, CFA
Rachel Whittaker, CFA