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Trends investing

Five things you need to know about trends investing

Change is the only constant in our world. It brings risks and opportunities. And it can be disruptive. This booklet will show you how to analyze changes that drive the megatrends of today, and how to monetize them. It will demonstrate how to select the structural winners from opportunities presented by trends.

Download the booklet

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
Robeco's approach to trends investing

Three megatrends shape business and society

  • Cybersecurity: threat and opportunity

    With the digital revolution comes a growing need for cybersecurity. What are the investment opportunities?

    Read the paper
  • An appetite for innovation

    Rising food demand, changing consumer preferences and increasing digitalization are transforming the food sector.

    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, portfolio manager Trends Investing
We strongly believe that digital finance will open the way to 2 billion people who currently don’t manage their financial affairs.
No bubble for tech, but can their mega-growth last?
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.
10-09-2020 | インサイト
Fintech: monetizing the digitization of financial services
Fintech: monetizing the digitization of financial services
01-09-2020 | Product video
Focusing on structural growth trends in consumer spending
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.
07-08-2020 | Product video
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