Gov.capital outlines strategies for capitalizing on the expanding longevity economy, detailing core market drivers, key investment avenues—from biotech to wellness—and prudent risk-management techniques to build a resilient, diversified portfolio.
Key points
- Overall longevity market projected to grow from $19 B (2023) to $63 B by 2035 (CAGR 10.4%).
- Five investment pathways: core biotech, healthcare services, enablers (AI/CMO), beneficiary sectors, and diversified vehicles (ETFs, funds).
- Risks include clinical trial failures, regulatory hurdles, cash burn; mitigation via long view, diversification, and picks-and-shovels strategy.
Q&A
- What defines the longevity economy?
- Why diversify across biotech and enabler firms?
- How do demographic shifts drive growth?