26-01-2022 | Daily sketch
Consumer trends in 2022: the subscription economy and the metaverse
Megatrends keep unfolding.
25-01-2022 | インサイト
Managing climate change risk for insurers
No sector is more exposed to the harsh reality of climate change than insurers.
30-12-2021 | インサイト
The trends shaping our future in 118 sketches
They say a picture is worth a thousand words.
15-12-2021 | インサイト
Talk ‘22: ‘Digital currencies and the metaverse remind me of the internet 25 years ago’
We are on the cusp of a new digital wave, where even more things are going to become virtual, says Richard Speetjens, Head of Trends Investing.
08-12-2021 | インタビュー
Working to fortify digital assets to beat cybercrime
Attitudes to improving data security have improved as cybercrime becomes a multi-trillion dollar threat, a Robeco engagement program has found.
22-10-2021 | インサイト
The future of blockchain and cryptocurrencies
Cryptocurrencies are moving towards becoming mainstream.
14-10-2021 | Digital event
What's so cryptic about cryptocurrencies?
Bitcoin could qualify as digital gold, and the blockchain technology behind it has enormous potential, say quant researcher Laurens Swinkels and strategist Peter van der Welle.
13-10-2021 | 5ヵ年アウトルック
At the forefront of climate investing solutions
Everything you need to know about climate challenges and climate investing solutions.
01-10-2021 | インサイト
30-09-2021 | インサイト
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
The CO₂lumnist: Should derivatives have a carbon footprint?
Investors rely on data to make decisions on climate strategy, but who should be responsible for emissions – the creator or the user?
02-09-2021 | Column
Ecommerce frenzy puts last-mile delivery under the spotlight
Fast grocery delivery operator Getir saw its valuation reach USD 7.
21-07-2021 | Stunning statistics
Meet the many trends shaping the future of commerce
Ecommerce benefited significantly from the Covid-19 shock.
07-07-2021 | インサイト
Cybercrime outbreak unleashes security spending tide
Approximately 30 billion data records were compromised last year.
16-06-2021 | Stunning statistics
As digital currencies rise, banking systems remain very much needed
Digitalization is everywhere.
02-06-2021 | インサイト
26-05-2021 | インサイト
Transforming the energy sector as an investment opportunity – video
Cleaner energy is critical in ensuring a healthier planet – and an unstoppable trend.
21-05-2021 | ビデオ
Covid-19 magnifies the need for humanity to go on a diet
Nearly a third of the global population have gained weight since the start of the Covid-19 pandemic.
20-05-2021 | Stunning statistics
The future of food and wellness – watch the discussion
Healthy appetites are a thing of the future, according to these trend investors
11-05-2021 | ビデオ
The coming wave of disruption: from bitcoin to decentralized finance
Bitcoin’s price fluctuations and rising carbon footprint have grabbed headlines for months.
20-04-2021 | インサイト
Trends: Here today, here tomorrow – watch the show
We explore the power of trends in this fast-paced multimedia event, featuring investment research and debate.
15-04-2021 | ビデオ
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.
14-04-2021 | インサイト
Bitcoin as digital gold – a multi-asset perspective
Bitcoin is often derided as being highly volatile, but as digital gold it could play a role in a multi-asset portfolio, says investor Jeroen Blokland.
09-04-2021 | 月次アウトルック
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.
23-02-2021 | Stunning statistics
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.
21-01-2021 | インサイト
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.
08-01-2021 | インサイト
'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.
30-10-2020 | インタビュー
Investing in the circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
16-10-2020 | インサイト
The Big Book of Trends and Thematic Investing
Trends and thematic investment strategies have enjoyed quite some popularity over the past few years.
15-10-2020 | リサーチ