The world is getting older, so where does demand go from here?
🌍 Where demand is heading: Companies riding the shift in consumer habits as populations age.
🏥 The insurer play: One author sees Oscar Health (OSCR) about 55% undervalued on healthcare demand.
💊 The pharma play: One author sees Eli Lilly (LLY) trading about 30% below fair value.
If there is one thing AI can't really fix, it’s a shrinking population. No algorithm makes new customers. But demand doesn't vanish as the world ages… it moves. The over-60s are now the fastest-growing consumer group on earth, set to double to two billion by 2050, and in the US alone they already spend about US$6.7 trillion a year. That spending flows to different places than younger demographics: healthcare, medicine, insurance, wealth management, and care.
So the question isn't whether demand disappears, it's which companies are in line for where it's going.
As the world ages, which companies are on the right side of the shift?