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Consumer Trends 2020

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. In 2020, we pay special attention to three industries: online food delivery, pet care, and video streaming.

  • Streaming is the future of media

    Digitalization of consumption is one of the trends our Global Consumer Trends strategy focuses on.
    Find out more
  • Every dark cloud has a silver lining

    The unprecedented market volatility presents opportunities for discerning equity investors.
    Read more
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. But what trends do we focus on? And what type of companies do we look for within the selected trends?
Online meal delivery: Growth potential intact despite Covid-19 headwinds

Online meal delivery: Growth potential intact despite Covid-19 headwinds

The digitalization of consumption is one of the structural changes our Global Consumer Trends strategy focuses on.
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? As investors reassess the prospects for the global economy and financial markets in 2020, trend investors Jack Neele and Richard Speetjens highlight three major trends that are shaping consumers’ spending preferences globally.
Buying cheap is an expensive business

Buying cheap is an expensive business

One of the most frequent questions I have been asked in recent years concerns valuation. My focus on long-term growth trends in consumer spending and the companies that can benefit from these often leads me to stocks with high absolute and relative valuations.

Meet our Consumer Trends team

Consumer Trends Equity

Our global consumer trends strategy invests in structural growth trends in consumer spending. We identify the structural winners of far-reaching shifts in consumer spending, in particular the advent of digital technologies or the rising middle class in emerging economies.
Read more about Consumer Trends Equities
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