The tech giants have proven to be the real winners of the Covid-19 crisis, as the lockdowns led to digital consumption going through the roof. Streaming and home entertainment brought massive new revenues for the FAANG1 stocks, while fintech benefitted from contactless payments becoming compulsory at many retailers. But is this all sustainable when the pandemic is finally over?
In our latest webinar, portfolio manager Jack Neele and client portfolio manager Carl Ghielen provide an update on the Robeco Global Consumer Trends Equities strategy. They discuss the key drivers of global consumer trends, and within this theme, the trends that are defining the tech consumer. These trends will outlast the coronavirus, but you need to know where to look.
Don't miss your chance to get the inside story and expert view on how trends investing is really playing out during a crisis!
1 FAANG: Facebook, Amazon, Apple, Netflix, Google
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