switzerlanden

Consumer Trends 2020

As new generations come of age, consumer behavior is changing around the world. Our Consumer Trends strategy focuses on the major shifts that are currently shaping consumers’ spending preferences globally. Our aim is to uncover the structural winners of these changes. In 2020, we pay special attention to three industries: online food delivery, pet care, and video streaming.

  • Uncovering the winners of consumer trends

    Structural growth trends in global consumer spending offer attractive investment opportunities.
    Read more
  • Streaming is the future of media

    Digitalization of consumption is one of the trends our Global Consumer Trends strategy focuses on.
    Find out more
  • Webinar: investing in consumer trends

    In this webinar, we look at how investor can benefit from major shifts in global consumer spending.
    Read more
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. But what trends do we focus on? And what type of companies do we look for within the selected trends?
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.
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.
Every dark cloud has a silver lining

Every dark cloud has a silver lining

The unprecedented market volatility presents opportunities for discerning equity investors.
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? As investors reassess the prospects for the global economy and financial markets in 2020, trend investors Jack Neele and Richard Speetjens highlight three major trends that are shaping consumers’ spending preferences globally.
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. My focus on long-term growth trends in consumer spending and the companies that can benefit from these often leads me to stocks with high absolute and relative valuations.

Meet our Consumer Trends team

Consumer Trends Equity

Our global consumer trends strategy invests in structural growth trends in consumer spending. We identify the structural winners of far-reaching shifts in consumer spending, in particular the advent of digital technologies or the rising middle class in emerging economies.
Read more about Consumer Trends Equities
Share this page
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