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Thematic investing – a compelling alternative amid market chaos

25-06-2025 · Insight

Thematic investing – a compelling alternative amid market chaos

Markets are grappling with change from all sides. Rising protectionism and escalating geopolitical tensions are disrupting the long-standing order of global trade. Meanwhile, Trump’s tariff turmoil and erratic policymaking are stoking fears that US growth and exceptionalism has plateaued. Financial markets are registering sharp drawdowns and increased volatility as fearful investors flee US assets in search of more stable returns elsewhere.

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    Authors

  • Ralf Oberbannscheidt - Global Head of Thematic Investing

    Ralf Oberbannscheidt

    Global Head of Thematic Investing

  • Richard Speetjens - Portfolio Manager

    Richard Speetjens

    Portfolio Manager

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In contrast to the current mayhem in markets, increased volatility and uncertainty are reinforcing the relevance and rigor of Robeco’s approach to thematic investing. Decades of rigorous research and pioneering foresight have enabled us to build a comprehensive platform of time-tested and future-proof themes.

Discover how our distinctive portfolio architecture creates thematic portfolios that are well positioned to capture growth but also remain anchored and resilient when markets are anything but.

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The power of themes for investment portfolios

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

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