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Trends investing

Beyond storytelling for true alpha generation

Trends investing is a great way for investors to take advantage of long-term changes, because trends are structurally underestimated. The human brain can hardly grasp their exponential growth. We have been exploring and profiting from this phenomenon for a long time.

The Big Book of trends and thematic investing

Picking the winners

  • To go beyond just telling great stories about trends, we dive deeper into trends investing. Our research enables us to determine the trends that will be shaping our world going forward. With this key performance driver for trends investing, we’ve built up a strong trends and thematic capability that contributes to our aim to successfully generate alpha.

    Exponential growth. Disruption. New business models. For an investor to benefit, we have to pick the structural winners, but above all, avoid the losers.

  • Trends investing is about finding alpha, for example, by investing during the acceleration stage of technology adoption and side-stepping during the decelerating wave. 

    Trends investing is not about ‘going with the flow’. It is about anticipating the flow: looking ahead at the next decade; at our economy, our society and our planet.

    Trend investing white papers

Finding tomorrow’s trends

Trends can be the key to long-term outperformance, but the investment process needs to be research-driven. We explain how to spot new trends and benefit from them.

  • Megatrends

    Three megatrends are shaping the world to come: preserving Earth, transforming technology, and changing socio-demographics. These combine in unique ways to form the basis of our strategies. Think of Fintech and industrial innovation. Or more generic strategies, like our global growth strategy and consumer trends. We invest in attractive, high quality companies with pure trend exposure.

    Our range also comprises impact investment strategies focusing on specific sustainable themes and/or SDGs, like sustainable water and smart mobility.

    Our trend strategies

Megatrends shape business and society

Three powerful megatrends are shaping today’s world – transformative technology, ‘preserving Earth’ and changing sociodemographics.

Sustainability at the heart of our approach

  • As with all investment strategies at Robeco, a longstanding commitment to sustainability lies at the heart of our approach. ESG information is systematically integrated in the investment process of all trend & thematic strategies. We firmly believe this leads to better-informed investment decisions.

Tap into our expertise

Keep up with our knowledge and trends through articles, podcasts and videos:

More insights

Tap into our expertise

Keep up with our knowledge and trends through articles, podcasts and videos:

More insights
SaaS banking
SaaS banking
27-01-2022 | Daily sketch
Consumer trends in 2022: the subscription economy and the metaverse
Consumer trends in 2022: the subscription economy and the metaverse
Megatrends keep unfolding.
25-01-2022 | Insight
Investing in the future of internet | Robeco Next Digital Billion
Investing in the future of internet | Robeco Next Digital Billion
Millions of people access the internet for the first time every week.
22-12-2021 | Product video
Global consumer trends and fintech: what trends will prevail in the New Normal?
Global consumer trends and fintech: what trends will prevail in the New Normal?
With the metaverse yet to come into existence, there’s a lot of buzz around the concept, and some strong, existing companies are well positioned to define, build, and benefit from its development.
16-12-2021 | Product webinar
The trends shaping our future in 118 sketches
The trends shaping our future in 118 sketches
They say a picture is worth a thousand words.
15-12-2021 | Insight
The low carbon transition is bound to be a watershed for financial institutions
The low carbon transition is bound to be a watershed for financial institutions
The private sector lending needed for the energy transition could reach USD 2 trillion annually over the 2021-2030 period.
14-12-2021 | Stunning statistics
Talk ‘22: ‘Digital currencies and the metaverse remind me of the internet 25 years ago’
Talk ‘22: ‘Digital currencies and the metaverse remind me of the internet 25 years ago’
We are on the cusp of a new digital wave, where even more things are going to become virtual, says Richard Speetjens, Head of Trends Investing.
08-12-2021 | Interview
Finding those growth niches prospering in the shadow of ‘big tech’
Finding those growth niches prospering in the shadow of ‘big tech’
Common wisdom has it that ‘big tech’ is a winner-takes-all industry.
03-12-2021 | Insight
In addition to trends investing, we also have four other key strengths: