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Ecommerce tide also reaches Latin American shores
Ecommerce tide also reaches Latin American shores
Retail ecommerce sales in Latin America skyrocketed by over 60% in 2020, as 38 million consumers bought online for the first time.
20-09-2021 | Opvallende getallen
Engaging to improve labor practices in the post-Covid world
Engaging to improve labor practices in the post-Covid world
A new engagement program aims to improve workers’ rights and the poor labor conditions highlighted by Covid-19.
02-08-2021 | Visie
Hectiek rond e-commerce zet last-mile delivery in de schijnwerpers
Hectiek rond e-commerce zet last-mile delivery in de schijnwerpers
De waardering van Getir, flitsbezorger van boodschappen, bereikte USD 7,5 miljard na een recente financieringsronde.
21-07-2021 | Opvallende getallen
Meet the many trends shaping the future of commerce
Meet the many trends shaping the future of commerce
Ecommerce benefited significantly from the Covid-19 shock.
07-07-2021 | Visie
Transforming the energy sector as an investment opportunity – video
Transforming the energy sector as an investment opportunity – video
Cleaner energy is critical in ensuring a healthier planet – and an unstoppable trend.
21-05-2021 | Video
Covid-19 magnifies the need for humanity to go on a diet
Covid-19 magnifies the need for humanity to go on a diet
Nearly a third of the global population have gained weight since the start of the Covid-19 pandemic.
20-05-2021 | Opvallende getallen
The future of food and wellness – watch the discussion
The future of food and wellness – watch the discussion
Healthy appetites are a thing of the future, according to these trend investors
11-05-2021 | Video
Value vs. growth in trends – watch the debate
Value vs. growth in trends – watch the debate
Trends investing is often characterized by a growth approach.
30-04-2021 | Video
Trends: Here today, here tomorrow – watch the show
Trends: Here today, here tomorrow – watch the show
We explore the power of trends in this fast-paced multimedia event, featuring investment research and debate.
15-04-2021 | Video
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 | Visie
The ‘caring economy’: Resilient growth in uncertain times
The ‘caring economy’: Resilient growth in uncertain times
Health and wellbeing concerns are becoming increasingly prominent in consumer spending decision making.
01-04-2021 | Visie
Consumententrends in 2021: de toekomst van detailhandel en de zorgeconomie
Consumententrends in 2021: de toekomst van detailhandel en de zorgeconomie
De Covid-19-pandemie heeft gezorgd voor een plotselinge versnelling van een aantal verschuivingen waar onze Global Consumer Trends-strategie van probeert te profiteren.
21-01-2021 | Visie
Waarom lijken quality compounders altijd zo ontzettend duur?
Waarom lijken quality compounders altijd zo ontzettend duur?
Trendbeleggers richten zich op de structurele winnaars van langdurige groeitrends, ook wel quality compounders genoemd.
08-01-2021 | Visie
Webinar: FAANG is just the tip of the iceberg of what's driving consumer trends
Webinar: FAANG is just the tip of the iceberg of what's driving consumer trends
The Consumer Trends strategy is aimed at benefiting from structural growth trends in consumer spending.
25-09-2020 | Visie
Focusing on structural growth trends in consumer spending
Focusing on structural growth trends in consumer spending
The Robeco Global Consumer Trends strategy is aimed at benefiting from structural growth trends in consumer spending.
07-08-2020 | Product video
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 | Visie
Pet care market: well-prepared to weather the Covid-19 storm
Pet care market: well-prepared to weather the Covid-19 storm
Broad-based socio-demographic shifts are among the structural changes that form the focus of our Global Consumer Trends strategy.
08-06-2020 | Visie
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 | Visie
Achter de wolken schijnt de zon
Achter de wolken schijnt de zon
De ongekende volatiliteit op de aandelenmarkt levert kansen op voor selectieve beleggers.
18-03-2020 | Video
Op zoek naar de structurele winnaars van consumententrends
Op zoek naar de structurele winnaars van consumententrends
Structurele groeitrends in consumentenbestedingen bieden aantrekkelijke beleggingskansen.
10-03-2020 | Visie
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 | Opvallende getallen
Consumententrends in 2020: maaltijdbezorging, humanisering van huisdieren en streamingoorlogen
Consumententrends in 2020: maaltijdbezorging, humanisering van huisdieren en streamingoorlogen
Nieuw jaar, nieuwe beleggingsideeën?
21-01-2020 | Visie
Next in fintech: ecosystem enablers
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | Visie
‘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
The key consumer trend of 2019: health and wellness
The key consumer trend of 2019: health and wellness
There is no denying that young consumers care about their health.
15-05-2019 | Visie
Consumententrends in 2019: slimme speakers, India en welzijn
Consumententrends in 2019: slimme speakers, India en welzijn
Recht zo die gaat?
04-02-2019 | Visie
Secular stagnation is a stagnating theory
Secular stagnation is a stagnating theory
Is secular stagnation for real?
22-09-2017 | 5-jaars vooruitblik
Verklaring gevonden voor outperformance sin stocks
Verklaring gevonden voor outperformance sin stocks
Het mysterie van de outperformance van zogenoemde sin stocks is eindelijk ontrafeld.
11-09-2017 | Research
Brand management in Global Consumer Trends
Brand management in Global Consumer Trends
Brand management is a central topic in sustainability investing.
23-05-2017 | Visie
Auto industry business models set to significantly change
Auto industry business models set to significantly change
The business models of global automotive industry players will significantly change in the coming years as car use is transformed, say Robeco’s sustainability specialists.
14-02-2017 | Rapport actief aandeelhouderschap
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