australiaen

Insights

Game on – addressing the social impact of gaming
Game on – addressing the social impact of gaming
Gaming has been one of the few winners of Covid-19, as people stuck at home took to their consoles.
07-04-2021 | Insight
Bitcoin ventures into ‘teradollar’ territory
Bitcoin ventures into ‘teradollar’ territory
Bitcoin’s market capitalization passed the USD 1 trillion mark last month, after a whopping 500% year-on-year bounce, although prices quickly pulled back.
08-03-2021 | Stunning statistics
Amazon smashes Italy on R&D
Amazon smashes Italy on R&D
US tech giant Amazon single-handedly spent more on research and development (R&D) than Italy in 2019, and even more so in 2020.
23-02-2021 | Stunning statistics
Growth trends continue full steam ahead for the financial sector
Growth trends continue full steam ahead for the financial sector
2020 has truly been an epic year for the financial sector.
28-01-2021 | Insight
Consumer trends in 2021: The future of commerce and the caring economy
Consumer trends in 2021: The future of commerce and the caring economy
The Covid-19 pandemic suddenly accelerated some of the shifts our Global Consumer Trends strategy aims to benefit from.
21-01-2021 | Insight
Why do ‘quality compounder’ stocks always look impossibly expensive?
Why do ‘quality compounder’ stocks always look impossibly expensive?
Trends investing focuses on the structural winners of secular growth trends, better known as ‘quality compounders’ – quality growth stocks able to compound shareholder value on a consistent basis.
08-01-2021 | Insight
Robeco FinTech turns three as industry gathers momentum
Robeco FinTech turns three as industry gathers momentum
In just a few years, fintech has gone from being a nice niche investment concept to become one of the most coveted playfields for equity investors.
14-12-2020 | Insight
Sustainable thematic investing and UN SDGs, a natural fit
Sustainable thematic investing and UN SDGs, a natural fit
The UN’s Sustainable Development Goals (SDGs) provide an excellent framework for investors to seek returns while helping shape a more sustainable world.
11-12-2020 | Insight
Unlocking 5G’s potential
Unlocking 5G’s potential
We believe 2021 will be an inflection point for 5G – and a select group of companies will reap the fruits of this powerful shift.
03-12-2020 | Yearly outlook
Not all investable trends and themes are about fancy tech innovation
Not all investable trends and themes are about fancy tech innovation
While some of the most attractive trends and thematic investing narratives have to do with technology and innovation, it’s not always the case.
27-11-2020 | Insight
Trends and thematic investing: cutting through short-term noise
Trends and thematic investing: cutting through short-term noise
A growing body of academic literature shows that only a small number of listed stocks account for most of the long-term shareholder value created in the stock market.
16-11-2020 | Insight
Podcast: Trends investing – art or science?
Podcast: Trends investing – art or science?
Covid-19 seems to have increased the speed at which trends are changing our world.
02-11-2020 | Podcast
'Most stocks do not outperform Treasury Bills in the long run'
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
30-10-2020 | Interview
Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | 5-Year outlook
Investing in the circular economy
Investing in the circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
16-10-2020 | Insight
The Big Book of trends and thematic investing
The Big Book of trends and thematic investing
Trends and thematic investment strategies have enjoyed quite some popularity over the past few years.
15-10-2020 | Research
No bubble for tech, but can their mega-growth last?
No bubble for tech, but can their mega-growth last?
Tech stocks are not in a bubble that was pricked this week, though their staggering growth may not be sustainable, says Robeco investor Michiel Plakman.
10-09-2020 | Insight
Streaming is the future of media
Streaming is the future of media
Digitalization of consumption is one of the trends our Global Consumer Trends strategy focuses on.
23-07-2020 | Insight
Covid-19 driving trends: a foot on the brake or the accelerator?
Covid-19 driving trends: a foot on the brake or the accelerator?
The unprecedented global policy response to the Covid-19 outbreak has brought us into uncharted territory regarding its future socio-economic fallout, and therefore presents major navigational challenges for investors.
13-05-2020 | Insight
M&A in fintech: when will the music play again?
M&A in fintech: when will the music play again?
While potential mergers and acquisitions (M&A) are not the primary focus of the Robeco FinTech and New World Financials strategies, these are obviously always a welcome development.
11-05-2020 | Insight
Online meal delivery: Growth potential intact despite Covid-19 headwinds
Online meal delivery: Growth potential intact despite Covid-19 headwinds
The digitalization of consumption is one of the structural changes our Global Consumer Trends strategy focuses on.
28-04-2020 | Insight
Every dark cloud has a silver lining
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | Video
Short-haul flights are the worst offenders for CO2
Short-haul flights are the worst offenders for CO2
Domestic and other short-haul flights are the most carbon-intensive form of travel, figures show.
20-02-2020 | Stunning statistics
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
New year, new investment ideas?
21-01-2020 | Insight
5G: the next generation mobile data highway
5G: the next generation mobile data highway
Who is best positioned to benefit from 5G?
06-11-2019 | Research
Five reasons to invest in fintech
Five reasons to invest in fintech
The growing trend for cashless payments is causing huge demand for the financial technology that powers it – fintech.
28-10-2019 | Insight
Next in fintech: ecosystem enablers
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | Insight
Tackling the Achilles heel of the financial sector
Tackling the Achilles heel of the financial sector
Since the global financial crisis, US banks have paid more than USD 160 billion in fines for non-compliance.
24-09-2019 | Research
‘With tech companies we need to be very vigilant’
‘With tech companies we need to be very vigilant’
In our latest podcast, portfolio manager Jack Neele talks about the tricks of the trade in trends investing.
20-09-2019 | Podcast
Buying cheap is an expensive business
Buying cheap is an expensive business
One of the most frequent questions I have been asked in recent years concerns valuation.
09-09-2019 | Insight
Logo

Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
I Disagree