Trends investing

Trends investing

Exploiting the behavioral biases

Investors have a tendency to chase the latest trends or hype, but trends investing is about more than just story-telling – there is a rationale behind it. Read more about our trends investing philosophy, and how we shape an analytical framework that moves beyond mere story-telling.

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The merits of trends investing

Our trends-related funds allow us to exploit the biggest trends in the world. We were the first to launch a dedicated fintech fund in November 2017, but also try to monetize the broader trends in finance (since 1998), the biggest consumer (since 1998) and industrial trends (2017) in dedicated trends funds. All these funds are well-diversified and have a long-term approach.

  • 2009
    Start of trends investing
  • 3.5 bn
    EUR assets (Nov 2017)
  • 19 years
    Average years of industry experience

New: Robeco Global Fintech Equities

In Robeco Global Fintech Equities we combine a new attractive investment universe with a proven track record – it’s the world’s first active fund investing in listed fintech.

Read all about our new Fintech Equity Fund

  • The future of asset management

    The asset management industry is going to change substantially in the coming years. Regulatory and demographic trends have already transformed the sector and the advance of technology is only speeding things up.
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  • Platform power

    Surging connectivity is powering a new business model: the platform company. Platform companies, facilitate commercial or social interaction between interested parties that faced high costs of finding each other in an unconnected world.
    Read more
We strongly believe that digital finance will open the way to 2 billion people who currently don’t manage their financial affairs.
Patrick Lemmens and Jeroen van Oerle, portfolio managers Trends Investing
We strongly believe that digital finance will open the way to 2 billion people who currently don’t manage their financial affairs.
Fintech: invest in the digital future of financials
Fintech: invest in the digital future of financials
The traditional banking business is being radically transformed.
04-12-2017 | Insight
Big data goes mobile: the digital infrastructure
Big data goes mobile: the digital infrastructure
Given the upcoming tsunami of data, our mobile communication infrastructure has to evolve towards 5G.
21-11-2017 | Insight
The winner takes all!
The winner takes all!
The growth of online companies that now dominate markets may be creating a ‘winner-takes-all’ principle, creating a worrying trend.
09-11-2017 | Yearly outlook
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