The Investor's Guide to Asia Fidelity Answers: How to reimagine investing for an ageing world?
Oct 24, 2025
Katie Roberts, Global Head of Client Solutions at Fidelity, emphasizes the importance of early financial planning for longer lives. Julie-Ann Ashcroft, a portfolio manager, discusses three investment themes linked to longevity: healthcare, lifestyle consumption, and real assets. Nic Palmarini, from the National Innovation Centre for Ageing, shares insights on how generational shifts alter market demands and the implications of an ageing populace on societal needs. Together, they explore retirement savings, responsible planning, and the role of technology in healthy ageing.
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Plan Early For Life's Optionality
- Longevity demands optionality: people will want varied life paths across long lifespans.
- Katie Roberts urges early planning and frequent review to preserve future choices.
Five Generations Reshape Demand
- Five generations now coexist and that changes consumption and work patterns.
- Nic Palmarini says older cohorts bring more experience and different desires that reshape markets.
Diversify Across Three Longevity Channels
- Diversify longevity bets across health, lifestyle, and planet-focused themes.
- Julie-Ann Ashcroft recommends targeting health tech, lifestyle services for older consumers, and environmental infrastructure.