The future of food will be healthier and more sustainable
The increased focus on health and well-being is impacting all aspects of consumer spending.
Amazon smashes Italy on R&D
US tech giant Amazon single-handedly spent more on research and development (R&D) than Italy in 2019, and even more so in 2020.
Consumer trends in 2021: The future of commerce and the caring economy
The Covid-19 pandemic suddenly accelerated some of the shifts our Global Consumer Trends strategy aims to benefit from.
Why do ‘quality compounder’ stocks always look impossibly expensive?
Trends investing focuses on the structural winners of secular growth trends, better known as ‘quality compounders’ – quality growth stocks able to compound shareholder value on a consistent basis.
Robeco FinTech turns three as industry gathers momentum
In just a few years, fintech has gone from being a nice niche investment concept to become one of the most coveted playfields for equity investors.
Sustainable thematic investing and UN SDGs, a natural fit
The UN’s Sustainable Development Goals (SDGs) provide an excellent framework for investors to seek returns while helping shape a more sustainable world.
Unlocking 5G’s potential
We believe 2021 will be an inflection point for 5G – and a select group of companies will reap the fruits of this powerful shift.
Not all investable trends and themes are about fancy tech innovation
While some of the most attractive trends and thematic investing narratives have to do with technology and innovation, it’s not always the case.
Podcast: Trends investing – art or science?
Covid-19 seems to have increased the speed at which trends are changing our world.
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
Investing in the circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
The Big Book of Trends and Thematic Investing
Trends and thematic investment strategies have enjoyed quite some popularity over the past few years.
No bubble for tech, but can their mega-growth last?
Tech stocks are not in a bubble that was pricked this week, though their staggering growth may not be sustainable, says Robeco investor Michiel Plakman.
Streaming is the future of media
Digitalization of consumption is one of the trends our Global Consumer Trends strategy focuses on.
Covid-19 driving trends: a foot on the brake or the accelerator?
The unprecedented global policy response to the Covid-19 outbreak has brought us into uncharted territory regarding its future socio-economic fallout, and therefore presents major navigational challenges for investors.
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
Consumer trends in 2020: food delivery, humanization of pets and streaming wars