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Trends investing

Exploiting the behavioral biases

Investors have a tendency to chase the latest trends or hype, but trends investing is about more than just story-telling – there is a rationale behind it. Read more about our trends investing philosophy, and how we shape an analytical framework that moves beyond mere story-telling.

Download the paper

The merits of trends investing

Our trends-related funds allow us to exploit the biggest trends in the world. We were the first to launch a dedicated fintech fund in November 2017, but also try to monetize the broader trends in finance (since 1998), the biggest consumer (since 1998) and industrial trends (2017) in dedicated trends funds. All these funds are well-diversified and have a long-term approach.

  • 2009
    Start of trends investing
  • 3.5 bn
    EUR assets (Nov 2017)
  • 19 years
    Average years of industry experience
Trends investing

Industry 4.0: revolution or evolution?

Robotics and digital manufacturing are not just a hype. They show steady growth and Robeco invests in the 'picks and shovels' of these trends.

New: Robeco Global FinTech Equities

In Robeco Global FinTech Equities we combine a new attractive investment universe with a proven track record – it’s the world’s first active fund investing in listed fintech.

  • The future of asset management

    The asset management industry is going to change substantially in the coming years. Regulatory and demographic trends have already transformed the sector and the advance of technology is only speeding things up.
    Read more
  • Platform power

    Surging connectivity is powering a new business model: the platform company. Platform companies, facilitate commercial or social interaction between interested parties that faced high costs of finding each other in an unconnected world.
    Read more
We strongly believe that digital finance will open the way to 2 billion people who currently don’t manage their financial affairs.
Patrick Lemmens and Jeroen van Oerle, portfolio managers Trends Investing
We strongly believe that digital finance will open the way to 2 billion people who currently don’t manage their financial affairs.
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
New year, new investment ideas?
21-01-2020 | インサイト
5G: the next generation mobile data highway
5G: the next generation mobile data highway
Who is best positioned to benefit from 5G?
06-11-2019 | リサーチ
Five reasons to invest in fintech
Five reasons to invest in fintech
The growing trend for cashless payments is causing huge demand for the financial technology that powers it – fintech.
28-10-2019 | インサイト
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