switzerlanden
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

25-09-2020 | Insight
The Consumer Trends strategy is aimed at benefiting from structural growth trends in consumer spending. But what trends do we focus on?
  • Carl Ghielen
    Carl
    Ghielen
    Client Portfolio Manager
  • Jack  Neele
    Jack
    Neele
    Portfolio Manager

The tech giants have proven to be the real winners of the Covid-19 crisis, as the lockdowns led to digital consumption going through the roof. Streaming and home entertainment brought massive new revenues for the FAANG1 stocks, while fintech benefitted from contactless payments becoming compulsory at many retailers. But is this all sustainable when the pandemic is finally over?

Watch the webinar on-demand

In our latest webinar, portfolio manager Jack Neele and client portfolio manager Carl Ghielen provide an update on the Robeco Global Consumer Trends Equities strategy. They discuss the key drivers of global consumer trends, and within this theme, the trends that are defining the tech consumer. These trends will outlast the coronavirus, but you need to know where to look.

Don't miss your chance to get the inside story and expert view on how trends investing is really playing out during a crisis!

1 FAANG: Facebook, Amazon, Apple, Netflix, Google

Subjects related to this article are:
Logo

Important legal information

The content displayed on this website is exclusively directed at qualified investors, as defined in the swiss collective investment schemes act of 23 june 2006 ("cisa") and its implementing ordinance, or at “independent asset managers” which meet additional requirements as set out below. Qualified investors are in particular regulated financial intermediaries such as banks, securities dealers, fund management companies and asset managers of collective investment schemes and central banks, regulated insurance companies, public entities and retirement benefits institutions with professional treasury or companies with professional treasury.

The contents, however, are not intended for non-qualified investors. By clicking "I agree" below, you confirm and acknowledge that you act in your capacity as qualified investor pursuant to CISA or as an “independent asset manager” who meets the additional requirements set out hereafter. In the event that you are an "independent asset manager" who meets all the requirements set out in Art. 3 para. 2 let. c) CISA in conjunction with Art. 3 CISO, by clicking "I Agree" below you confirm that you will use the content of this website only for those of your clients which are qualified investors pursuant to CISA.

Representative in Switzerland of the foreign funds registered with the Swiss Financial Market Supervisory Authority ("FINMA") for distribution in or from Switzerland to non-qualified investors is ACOLIN Fund Services AG, Affolternstrasse 56, 8050 Zürich, and the paying agent is UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zürich. Please consult www.finma.ch for a list of FINMA registered funds.

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco/RobecoSAM AG product should only be made after reading the related legal documents such as management regulations, articles of association, prospectuses, key investor information documents and annual and semi-annual reports, which can be all be obtained free of charge at this website, at the registered seat of the representative in Switzerland, as well as at the Robeco/RobecoSAM AG offices in each country where Robeco has a presence. In respect of the funds distributed in Switzerland, the place of performance and jurisdiction is the registered office of the representative in Switzerland.

This website is not directed to any person in any jurisdiction where, by reason of that person's nationality, residence or otherwise, the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply must not access this website.

I Disagree