Global Consumer Trends 2022
As new generations come of age, consumer behavior is changing around the world. Our Consumer Trends strategy focuses on the major shifts that are currently shaping consumers’ spending preferences globally. Our aim is to uncover the structural winners of these changes. This year we are paying specific attention to 1. Digital Transformation of consumption 2. Emerging middle class and 3. Health and well-being
-
The niches prospering in the shadow of ‘big tech’
Common wisdom has it that ‘big tech’ is a winner-takes-all industry. As a result, thriving in the shadow of technology giants is extremely difficult.Read more -
Trends shaping the future
Read moreThis booklet shows the most intriguing graphs that our trends investing experts have presented on a daily basis, over the past year. They show changing trends that are constantly reshaping our future.
-
Strategy
Find out more about this strategyThe global consumer trends strategy is one of our flagship strategies which invests in the structural winners within the consumer industry.
What trends will prevail in the New Normal?
-
Watch replay
In this webinar, Richard Speetjens, Head of Trends Investing and Portfolio Manager of Robeco Global Consumer Trends, and Patrick Lemmens, Portfolio Manager of Robeco FinTech, review events from the past year and discuss what trends are likely to prevail in the future. They examine what impact the metaverse can have on portfolios, and why fintech is increasingly about establishing the right connections.
-
During this webinar they have covered:
- The concepts behind the next generation of consumer and fintech buzzwords
- How to separate metaverse fads from longer-term trends
- How fintech trends such as embedded finance are leaving some companies behind
Why invest in the Global Consumer Trends strategy?
Let us explain in 3 minutes.
Do you want to know more about trends & thematic investing?
This report is not available for users from countries where the offering of foreign financial services is not permitted, such as US Persons.
Your details are not shared with third parties. This information is exclusively intended for professional investors. All requests are checked.
