Increased longevity could determine investments

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Increases in longevity could lead to an increase in thematic stockpicking, claims Credit Suisse.

Phil True, UK equities portfolio manager at Credit Suisse, says investing in stocks directly impacted by the UK’s ageing population could bring benefits in the mid to long term. He suggests the process will be a gradual one as the theme is long term in nature, but he says as people age they will have more healthcare needs and the market for drugs, hospitals and medical equipment will grow. True says identifying stocks which will benefit form this change should reap rewards, as would investing in retailers and leisure companies which may have to reposition their offerings to cater for the...

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