One investment thematic that I am looking at for the long-term is Australia's ageing population.
By 2030 it is estimated that one in five people in Australia will be aged 65 and over. I believe this shift in population dynamics will be a major boost for a number of Australian companies.
Here are a few ways which I think investors could profit from the trend:
Apollo Tourism & Leisure Ltd (ASX: ATL)
This leading retailer and rental fleet operator of recreational vehicles could be a strong performer over the next decade in my opinion. I believe the company is in a great position to profit from Australia's ageing population as a result of the cashed-up "grey nomad" market.
As more and more of the population reach retirement age, I think demand for Apollo's fleet will increase greatly, leading to solid profit growth.
Lifestyle Communities Limited (ASX: LIC)
While aged care providers Estia Health Ltd (ASX: EHE) and Japara Healthcare Ltd (ASX: JHC) are obvious winners from ageing populations, I believe this retirement living company could also be. The company provides accommodation for working, semi-retired, and retired people over the age of 50 through its 15 sites in Victoria.
As well as its existing portfolio providing organic growth, management intends to accelerate growth by completing at least one acquisition each year. I believe demand for its communities will grow strongly over the next decade, which could make it a good buy and hold investment option.
