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Demographics and technology: a new frontier of investment opportunities

The intersection of demographics and technology: a new frontier for investment

Multi Asset 2 min read
Would you like to explore how demographic shifts and technological advancements are reshaping global economies? Our report equips you with the insights to capitalise on these transformative trends.
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What’s in the report:

  • Ageing populations and rising dependency ratios are reshaping consumption patterns. Some sectors and regions will be beneficiaries of this dual transformation while others will face challenges unless they adapt.
  • Automation and AI are not just addressing labour shortages but also driving productivity and creating new competitive advantages. Early adoption of these technologies will be critical to thrive.
  • The ability to scale innovation and capture productivity gains depends on a third critical factor: infrastructure readiness, spanning digital infrastructure, skilled workforces and supportive policies.
  • The best opportunities may well be found in sectors and regions combining the three key ingredients.

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The sectors that can harness automation to meet the needs of ageing populations will be the ones that thrive. It’s a long-term transformation that will shape how capital is allocated, how productivity is measured, and ultimately, how growth is achieved.
Investment implications
MAIN FINDINGSIMPLICATIONS
Focus on structural shifts in global growthPrioritise sectors like housing, healthcare, and food production benefitting from demographic and technological changes
Construct portfolios around themes that align with demographic demand and automation potentialInvest in companies leveraging AI, robotics, and serving ageing populations for growth and resilience
Tilt portfolios towards regions equipped to lead changeTarget regions with sufficient technology-enabling infrastructure
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Explore the Pictet Research Institute

Launched at the beginning of 2024, the Pictet Research Institute focuses on producing research on long-term investment topics.

Pictet Research Institute Inaugural Symposium

Our research institute hosted an inaugural symposium in September 2025, bringing together leading academics and industry experts to explore macroeconomic, monetary, and geopolitical trends shaping global markets. The discussions highlighted how these structural shifts could influence investment strategies and long-term decision-making.

Footnote

Important information

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