Betting on Boomers for a Healthy Investment

At one point in my career, I used the services of an asset management group in Scotland. Its principals worked in a castle, all seated at one extremely long table. Computers were not allowed.

The group's analysts were meant to "get the gut feel" of an investment by analyzing its numbers manually. And it selected investments on a "theme" basis.

One "theme," for example, might be the global surge of immune-deficiency diseases and the mounting demand for curative drugs. Another might be the demographic spike of people in the 20-to-30 age bracket in Southeast Asia and the likely surge in demand for housing materials and concrete there. ...