Finance & Fury Podcast

Welcome to Finance and Fury, the Say What Wednesday edition. This week’s question is from Shaf – “I would like to get your opinion/analysis on Australia’s ageing population, and investment opportunities that are linked to this segment of the market. For example, companies like CGF or publicly listed aged care providers.” Great question – This style of investing is along the lines of Thematic investing Thematic investing involves creating a portfolio or investing in companies involved in certain areas that you think will generate above-market returns over the long term All based on Themes – which can be based on a concept such as ageing populations or a sub-sector such as leisure Thematic can be any theme – green energy, AI or technology Aging population has been a big one for a while – first saw it come into mainstream in late 2010 Because of Australian and western nations aging populations - many developed nations are facing an ageing population - While the issue might pose some economic challenges- it