What is the "unretirement trend" mentioned in this stock group?

The unretirement trend refers to experienced professionals returning to work after initially retiring. This is happening because people are living longer, healthier lives and want to stay engaged, plus many need additional income. Instead of traditional full-time roles, many seek flexible arrangements through freelancing, consulting, or part-time work—creating demand for the platforms and services offered by companies in this stock group.

What are "demographic tailwinds" and how do they affect these stocks?

Demographic tailwinds are population trends that create favorable conditions for certain businesses. For these stocks, the key trends include longer lifespans, aging populations in developed countries, and changing attitudes about retirement. As more people seek second careers or flexible work arrangements later in life, companies that facilitate these transitions benefit from a naturally expanding market, potentially driving long-term growth for their business models.

What's the difference between staffing companies and freelance marketplaces?

Staffing companies like ManpowerGroup (MAN) and Robert Half (RHI) traditionally connect workers with employers for temporary or permanent positions, often handling payroll, benefits, and administrative tasks. Freelance marketplaces like Upwork (UPWK) and Fiverr (FVRR) are technology platforms where independent professionals can offer specific services directly to clients on a project basis, with the platform handling payments and facilitating the relationship for a fee.

How do educational and learning platforms fit into this investment theme?

Educational platforms like Coursera (COUR) and Stride (LRN) are essential parts of the "second-act workforce" ecosystem because they provide the reskilling and upskilling opportunities experienced professionals need to transition into new roles or industries. As careers extend longer and technology rapidly evolves, continuous learning becomes necessary for workers of all ages, creating sustained demand for these platforms' courses, certifications, and degree programs.

15 handpicked stocks

Second-Act Workforce Champions

These carefully selected companies are powering the future of work for experienced professionals. Our analysts have identified the platforms and services helping skilled workers navigate career transitions and find flexible opportunities in an evolving job market.

Han Tan | Market Analyst

Updated 2 days ago | Published at juin 17