globalen
The Big Book of trends and thematic investing

The Big Book of trends and thematic investing

15-10-2020 | Research
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.
  • Steef  Bergakker
    Steef
    Bergakker
    Senior Portfolio Manager
  • Sam Brasser
    Sam
    Brasser
    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.

The Big Book of trends and thematic investing

Leave your details and download the publication (80 pages)

Disclaimer

This report is not available for users from countries where the offering of foreign financial services is not permitted, such as US Persons.

Your details are not shared with third parties. This information is exclusively intended for professional investors. All requests are checked.

Stay informed on our latest insights with monthly mail updates
Stay informed on our latest insights with monthly mail updates
Subscribe
Logo

Disclaimer

The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).

The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view the products that are available in your country.

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.

By clicking Proceed I confirm that I am a professional investor and that I have read, understood and accept the terms of use for this website.

Decline