Jefferies picks the global robot and health stocks to play a population 'mega trend'

An attendee at the RoboDEX exhibition in Tokyo, Japan, on Thursday, Jan. 18, 2018.
Kiyoshi Ota | Bloomberg | Getty Images

Analysts at investment firm Jefferies have picked stocks set to benefit from a demographic "mega trend," saying the global population is set to peak and then fall. Stocks to play the theme include those in the robotics and health care sectors, the bank said.