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Trends Investing

Trend or hype? Recognize structural winners

Uncover the quality compounders of consumer trends
Benefit from structural growth in consumer trends. Discover how we search for structural winners, better known as ‘quality compounders’, of these trends.
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Every dark cloud has a silver lining

18-03-2020 - The unprecedented market volatility presents opportunities for discerning equity investors.

Related products

  • Global Consumer Trends

    • Invests in consumer exposed companies worldwide (e.g. leading digital platforms, media companies, online travel agencies, luxury manufacturers and strong consumer brands)
    • Top-down trend selection and bottom-up stock selection using proprietary valuation models
    • Risk limitation through diversification over multiple trends with different drivers and risk characteristics
    Discover more
  • FinTech

    • Invests in stocks of companies all over the world which benefit from the increasing digitization of the financial sector
    • Top-down trend selection and bottom-up stock selection using proprietary valuation models
    • Risk limitation through diversification over multiple trends with different drivers and risk characteristics
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  • RobecoSAM Smart Mobility Fund

    • Participates in megatrends such as the electrification of transportation and autonomous driving.
    • Focuses on technology leaders and market disruptors with outstanding long-term growth opportunities in smart mobility value chains.
    • Particularly appealing for investors will a horizon of at least three to five years.
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Related insights

Read more insights about trends investing

Related insights

Read more insights about trends investing

Webinar: The future of fintech is brighter, faster and sooner
Webinar: The future of fintech is brighter, faster and sooner
In the next episode of our webinar series, we look at how the Covid-19 crisis has accelerated digitalization, making the fintech sector one of the few winners from the disruption.
29-05-2020 | 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
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
Seizing opportunities offered by the major trends in the financial sector in 2020
Seizing opportunities offered by the major trends in the financial sector in 2020
Prospects for Robeco’s FinTech and New World Financials funds remain bright.
21-02-2020 | Insight
Creating value in loops
Creating value in loops
A new RobecoSAM investment strategy will target the ultimate in sustainability – the circular economy.
13-02-2020 | Insight
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