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Decline

05-06-2025 · Product webinar

Leverage game-changing megatrends with Multi-Thematic Investing

Megatrends such as technological innovation (think ‘AI’) and shifting demographics (think ‘aging society’) are reshaping the global economy, creating new opportunities for long-term growth. Financial markets are reflections of these changes but often with a substantial time lag. This creates timely opportunities to enhance attractive long-term performance for client portfolios.

Watch on-demand


    Authors

  • Wouter Tilgenkamp - Portfolio Manager

    Wouter Tilgenkamp

    Portfolio Manager

  • Jonathan Arthur  - Client Portfolio Manager

    Jonathan Arthur

    Client Portfolio Manager

  • Annalisa Piva - Equity Analyst

    Annalisa Piva

    Equity Analyst

Thematic investing is designed to spot patterns in the data, anticipate their game-changing potential and build early positions in tomorrow’s leaders ahead of the market. As an investor, aligning with these powerful structural changes can drive value and mitigate risks.

Watch this webinar where Robeco’s experts introduce and compare three innovative approaches to multi-thematic investing:

  • Global Multi-Thematic strategy: Explore how this investment strategy draws insights from 13 thematic strategies to harness the opportunities from powerful megatrends, while also enhancing diversification and reducing volatility.

  • Dynamic Theme Machine ETF: Delve into the mechanics of this data-driven strategy which combines advanced algorithms and fundamental analysis to dynamically identify promising themes as they emerge and objectively exit those losing favor.

  • Customized solutions: Tailor-made portfolios aligned with client priorities, whether sustainability, SDG alignment, or specific risk-return preferences.


Our speakers outline the distinctions between these strategies and share real-world cases of how clients have successfully leveraged megatrends to achieve their investment objectives.

Watch on-demand


Global Multi-Thematic D EUR

performance ytd (30/04)
-12.44%
Performance 3y (30/04)
3.35%
since inception (30/04)
8.99%
total size of fund (30/04)
50mln
morningstar (30/04)
View the fund
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.