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Global Consumer Trends 2022

As new generations come of age, consumer behavior is changing around the world. Our Consumer Trends strategy focuses on the major shifts that are currently shaping consumers’ spending preferences globally. Our aim is to uncover the structural winners of these changes. This year we are paying specific attention to 1. Digital Transformation of consumption 2. Emerging middle class and 3. Health and well-being

  • The niches prospering in the shadow of ‘big tech’

    Common wisdom has it that ‘big tech’ is a winner-takes-all industry. As a result, thriving in the shadow of technology giants is extremely difficult.
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  • Trends shaping the future

    This booklet shows the most intriguing graphs that our trends investing experts have presented on a daily basis, over the past year. They show changing trends that are constantly reshaping our future.

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  • Strategy

    The global consumer trends strategy is one of our flagship strategies which invests in the structural winners within the consumer industry.

    Find out more about this strategy
Performance YTD
Performance 3Y
Total size of fund
Morningstar

The value of the investments may fluctuate. Past performance is no guarantee of future results.

What trends will prevail in the New Normal?

  • In this webinar, Richard Speetjens, Head of Trends Investing and Portfolio Manager of Robeco Global Consumer Trends, and Patrick Lemmens, Portfolio Manager of Robeco FinTech, review events from the past year and discuss what trends are likely to prevail in the future. They examine what impact the metaverse can have on portfolios, and why fintech is increasingly about establishing the right connections.

    Watch replay
  • During this webinar they have covered:

    • The concepts behind the next generation of consumer and fintech buzzwords
    • How to separate metaverse fads from longer-term trends
    • How fintech trends such as embedded finance are leaving some companies behind

Why invest in the Global Consumer Trends strategy?

Let us explain in 3 minutes.

Related insights

Read more insights about consumer trends

View all insights

Related insights

Read more insights about consumer trends

View all insights
Global Consumer Trends: Consistency matters
Global Consumer Trends: Consistency matters
Growth stocks have gone through the wringer in the first half of 2022.
19-07-2022 | Insight
Podcast: Aggressive growth stocks face an uphill battle
Podcast: Aggressive growth stocks face an uphill battle
A year ago today, the scope for growth stocks – and particularly tech-related growth companies – still seemed boundless.
20-06-2022 | Podcast
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
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
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
Ecommerce tide also reaches Latin American shores
Ecommerce tide also reaches Latin American shores
Retail ecommerce sales in Latin America skyrocketed by over 60% in 2020, as 38 million consumers bought online for the first time.
20-09-2021 | Stunning statistics
Engaging to improve labor practices in the post-Covid world
Engaging to improve labor practices in the post-Covid world
A new engagement program aims to improve workers’ rights and the poor labor conditions highlighted by Covid-19.
02-08-2021 | Insight

Do you want to know more about trends & thematic investing?

Download our Big Book of trends and thematic investing

The Big Book of trends and thematic investing
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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).

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