Global Head of Thematic Investing, Executive Committee
• 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.
Authors
Portfolio Manager
Top keywords
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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