15-10-2020 · Research

The Big Book of Trends and Thematic Investing

Trends and thematic investment strategies have enjoyed quite some popularity over the past few years. This can largely be explained by their attractive narrative and – in some cases – good short-term investment results. Yet, not all trends and thematic strategies are born equal. Some offerings are clearly better than others. Just a good story is not enough.

    Authors

  • Steef Bergakker - Portfolio Manager

    Steef Bergakker

    Portfolio Manager

  • Sam Brasser - Consumer Analyst

    Sam Brasser

    Consumer Analyst

Trends and thematic investing are not about riding short-lived hypes, quitting at the right time and then hopping on the next hot topic. The key goal is to identify long-term opportunities and to capitalize on these. Our aim in writing this ‘Big Book’ is to explain in detail – and with very concrete examples – what trends and thematic investing means to us.

It is not just about great narratives, nor is it directed by fads or client appetite. Instead, it is a time-tested and clearly articulated investment approach, based on a thorough analysis of the powerful megatrends that shape our socioeconomic environment, and therefore our future.

the-big-book-of-thematic-and-trends.gif

Download the publication

Stay informed on our latest insights with monthly mail updates

Let's keep the conversation going

Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds.

Read more
Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information: This website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.