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Trends and thematic investing

The Big Book of trends and thematic investing

Trends and thematic investing is not just about great narratives, nor is it directed by fads or client appetite. Instead, it is a time-tested and clearly articulated investment approach, based on a thorough analysis of the powerful megatrends that shape our socioeconomic environment, and therefore our future.

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  • LatAm fintech thrives in a fast-changing environment

    LatAm stands out as one of the most promising regions for fintech, not just for tech giants, but also for a myriad of local players.
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  • Streaming is the future of media

    Streaming platforms have enjoyed strong success and their prospects remain bright despite the dire consequences of Covid-19.
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  • Covid-19: a foot on the brake or the accelerator?

    The global policy response to Covid-19 presents major navigational challenges for investors. What are the long term effects?
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Robeco's approach to trends investing

Three megatrends shape business and society

More insights

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Despite crypto winter, Digital Asset projects are still thriving
Despite crypto winter, Digital Asset projects are still thriving
Investors should focus on the disruptive potential of the blockchain-based ecosystem in finance and the wider economy, not speculation in cryptocurrencies.
18-01-2023 | Insight
Manager in the middle
Manager in the middle
24-10-2022 | Daily sketch
Global Consumer Trends: Consistency matters
Global Consumer Trends: Consistency matters
Growth stocks have gone through the wringer in the first half of 2022.
19-07-2022 | Insight

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The Big Book of trends and thematic investing
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