What are beach-aandelen?

"Beach stocks" is a term for shares of companies in the travel and leisure industry. This term encompasses the English investment themes: Booking companies, Entertainment providers, Airlines, Casinos/Cruises, and Hospitality/Hotels.

The term was introduced by BNY Mellon Investment Management in May 2021, in the expectation that a large pent-up demand would arise in this sector after the relaxation of corona restrictions. Beach stocks are therefore also called 'reopening stocks' because they benefit from the recovery of the economy after the pandemic.

Beach stocks can offer interesting opportunities for investors who want to capitalise on the revival of the travel and leisure industry, while consumers resume their postponed travel plans and leisure activities.