Webinar: picking structural winners in a changing world
Trends like digitalization are accelerating tremendously during this pandemic.
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.
Fintech: monetizing the digitization of financial services
Focusing on structural growth trends in consumer spending
The Robeco Global Consumer Trends strategy is aimed at benefiting from structural growth trends in consumer spending.
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.