Focusing on structural growth trends in consumer spending

Focusing on structural growth trends in consumer spending

07-08-2020 | Product video
The Robeco Global Consumer Trends strategy is aimed at benefiting from structural growth trends in consumer spending. But what trends do we focus on? And what type of companies do we look for within the selected trends?
  • Richard  Speetjens
    Portfolio Manager
In a nutshell, we focus on three major trends: the advent of the digital consumer, the rise of the emerging consumer and strong brands. Withing these trends, we aim to uncover the structural winners of these shifts.
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Consumer trends 2020
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