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Insights

Buying cheap is an expensive business
Buying cheap is an expensive business
One of the most frequent questions I have been asked in recent years concerns valuation.
09-09-2019 | Column
Digital twins and machine vision: exciting themes of ‘smart’ production
Digital twins and machine vision: exciting themes of ‘smart’ production
Manufacturing as we know it is coming to an end.
30-08-2019 | Insight
'The impact of cyber risks has changed, and companies have to raise the standards'
'The impact of cyber risks has changed, and companies have to raise the standards'
Information on the cybersecurity of companies and their products is hard to obtain at the moment.
24-07-2019 | Insight
The digital toolbox: emergency care for our health care system
The digital toolbox: emergency care for our health care system
Is the end in sight for the malaises that plague today’s health care industry?
04-07-2019 | Insight
‘We seek to find the winners of the next decade’
‘We seek to find the winners of the next decade’
Some investment themes do not play out in a year.
27-05-2019 | Insight
The key consumer trend of 2019: health and wellness
The key consumer trend of 2019: health and wellness
There is no denying that young consumers care about their health.
15-05-2019 | Insight
This time it’s different: best opportunities outside of the US
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Column
Surfing the hype cycle
Surfing the hype cycle
Henk Grootveld, Head of Trends Investing, explains how investors should approach the big trends of our time, such as digitization, climate change and sociodemographic shifts and how to tell a hype from a significant long-term development.
23-04-2019 | Insight
Robeco Quarterly March 2019
Robeco Quarterly March 2019
The 11th edition of Robeco Quarterly – our quant, sustainability and research magazine – is out.
04-04-2019 | Magazine
Trends, industries and the quest for outperformance
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | Insight
Megatrends shape business and society
Megatrends shape business and society
Three powerful megatrends are shaping today’s world – transformative technology, ‘preserving Earth’ and changing sociodemographics.
25-03-2019 | Video
Five things you should know about trends investing
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
15-03-2019 | Insight
Consumer trends in 2019: smart speakers, India and well-being
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019 | Insight
Electric vehicles coming of age
Electric vehicles coming of age
In the coming years, the global automotive industry will go through its most radical change as vehicle electrification and changing consumer preferences challenge existing business models.
13-12-2018 | Insight
eSports takes gaming to the next level
eSports takes gaming to the next level
03-12-2018 | Insight
Leveraging new technologies in finance
Leveraging new technologies in finance
We currently see a number of specific developments that make fintech an interesting investment theme for next year.
27-11-2018 | Insight
Three trends behind thematic environmental investing
Three trends behind thematic environmental investing
Three structural trends are driving investment that benefits the environment, says thematic investor Rainer Baumann.
26-11-2018 | Insight
Three megatrends shaping the world
Three megatrends shaping the world
Three megatrends reflecting each aspect of the environmental, social and governance (ESG) spectrum are shaping the sustainability investing world.
01-11-2018 | Insight
Risks and opportunities in a digitalizing world
Risks and opportunities in a digitalizing world
The world is in the midst of a digital revolution.
24-09-2018 | Insight
The A-G of trends in fintech
The A-G of trends in fintech
Investors looking for returns in fintech should focus on the A-G of developments, Robeco’s trends experts say in a new white paper.
14-09-2018 | Insight
Thanks a trillion! World reaches renewable energy milestone
Thanks a trillion! World reaches renewable energy milestone
Renewable energy has hit a new milestone, with one trillion watts of wind and solar capacity now installed.
12-09-2018 | Insight
Robeco involves cyber expert in its investment process
Robeco involves cyber expert in its investment process
Robeco has involved a cyber expert in its investment process for the past year.
10-07-2018 | Insight
Fintech: hype or structural growth trend?
Fintech: hype or structural growth trend?
Fintech is hugely popular among both professional and retail investors.
25-06-2018 | Interview
Cybersecurity: turning threats into investment opportunities
Cybersecurity: turning threats into investment opportunities
The number and severity of cyberattacks has surged over the last couple of years.
13-06-2018 | Insight
Avoiding the retail apocalypse
Avoiding the retail apocalypse
A spate of corporate failures amid new expansion for e-commerce is accelerating the ‘retail apocalypse’, says trends investor Jack Neele.
09-05-2018 | Insight
Keep your eye on the prize
Keep your eye on the prize
What a difference three months make!
17-04-2018 | Column
Blockchain: administrative infrastructure of the future
Blockchain: administrative infrastructure of the future
As the administrative infrastructure of the future, blockchain is a real game changer.
29-03-2018 | Video
E-commerce logistics: going the extra mile
E-commerce logistics: going the extra mile
E-commerce is booming, exposing its logistic backbone to an ever increasing bill.
09-03-2018 | Insight
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

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