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Insights

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
Webinar: Uncovering the structural winners of consumer trends
Webinar: Uncovering the structural winners of consumer trends
In this episode of our webinar series, we look at how we uncover the structural winners of major shifts in global consumer spending.
11-03-2020 | Webinar
Uncovering the quality compounders of consumer trends
Uncovering the quality compounders of consumer trends
Structural growth trends in consumer spending offer attractive investment opportunities.
10-03-2020 | Insight
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
‘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 | Column
‘We seek to find the winners of the next decade’
‘We seek to find the winners of the next decade’
Some investment themes do not play out in a year.
27-05-2019 | Insight
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 | Insight
Five things you should know about trends investing
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
15-03-2019 | Insight
Consumer trends in 2019: smart speakers, India and well-being
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019 | Insight
eSports takes gaming to the next level
eSports takes gaming to the next level
03-12-2018 | Research
Risks and opportunities in a digitalizing world
Risks and opportunities in a digitalizing world
The world is in the midst of a digital revolution.
24-09-2018 | Research
Avoiding the retail apocalypse
Avoiding the retail apocalypse
A spate of corporate failures amid new expansion for e-commerce is accelerating the ‘retail apocalypse’, says trends investor Jack Neele.
09-05-2018 | Insight
Consumer trends in 2018: platforms, payments and playing games
Consumer trends in 2018: platforms, payments and playing games
Low unemployment, rising wages and high consumer confidence should propel global consumption in 2018.
29-01-2018 | Insight
Click here for climate change
Click here for climate change
The internet is often seen as the greatest invention since the railways – but its impact on climate change is increasing.
26-09-2017 | Stunning statistics
The rationale for trends investing
The rationale for trends investing
Everybody loves a good story, but there’s more to trends investing than just good stories.
06-09-2017 | 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 | Insight
Tesla is now more valuable than Ford and GM
Tesla is now more valuable than Ford and GM
Every month we look at stunning statistics from the world of sustainability.
20-04-2017 | Stunning statistics
Platform power
Platform power
Surging connectivity is powering a new business model: the platform company.
11-04-2017 | Research
Coca-Cola cuts 3.75 billion in calories from drinks
Coca-Cola cuts 3.75 billion in calories from drinks
In this new series we look at stunning statistics from the world of sustainability.
14-03-2017 | Stunning statistics
‘One less impressive year is not enough to ruffle our feathers’
‘One less impressive year is not enough to ruffle our feathers’
Investors have shifted their money from defensive to cyclical sectors in the last few months.
02-02-2017 | Insight
Strong brands: Ticket to strong performance
Strong brands: Ticket to strong performance
In a world of exploding product choice, consumers increasingly need to cut through the noise to make informed purchasing decisions.
07-10-2016 | Research
Robeco Global Consumer Trends Equities Fund: investing in three structural growth trends
Robeco Global Consumer Trends Equities Fund: investing in three structural growth trends
Worldwide, there are over 7.
04-05-2016 | Insight
The battle for the digital consumer
The battle for the digital consumer
The time when digitization was an activity for technology companies alone has gone.
15-01-2016 | Insight
How does Robeco Global Consumer Trends Equities select structural winners?
How does Robeco Global Consumer Trends Equities select structural winners?
Fund manager Jack Neele explains how his fund succeeds in finding structural winners for Robeco Global Consumer Trends Equities.
21-08-2015 | Video
Seven reasons for the rise of retailer Zara
Seven reasons for the rise of retailer Zara
The company Inditex* may not be a well-known name outside Spain, but its flagship brand Zara certainly is.
09-09-2014 | Interview
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