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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.

More about Global FinTech Equities

  • 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.
    Read more
  • 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.
Six themes to watch for financial equity investors in 2018
Six themes to watch for financial equity investors in 2018
If there’s one sector that is being transformed completely, it’s the financial sector.
31-01-2018 | Insight
Consumer trends in 2018: platforms, payments and playing games
Consumer trends in 2018: platforms, payments and playing games
Low unemployment, rising wages and high consumer confidence should propel global consumption in 2018.
29-01-2018 | Insight
An inconvenient truth about stranded assets
An inconvenient truth about stranded assets
The world needs to wake up to the problem of trillions of dollars’ worth of stranded fossil fuel assets, says climate change campaigner Al Gore.
08-01-2018 | Insight
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