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.

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Important information

This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.