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Webinar: FAANG is just the tip of the iceberg of what's driving consumer trends

Webinar: FAANG is just the tip of the iceberg of what's driving consumer trends

25-09-2020 | Visie
The Consumer Trends strategy is aimed at benefiting from structural growth trends in consumer spending. But what trends do we focus on?
  • Carl Ghielen
    Carl
    Ghielen
    Client Portfolio Manager
  • Jack  Neele
    Jack
    Neele
    Portfolio Manager

The tech giants have proven to be the real winners of the Covid-19 crisis, as the lockdowns led to digital consumption going through the roof. Streaming and home entertainment brought massive new revenues for the FAANG1 stocks, while fintech benefitted from contactless payments becoming compulsory at many retailers. But is this all sustainable when the pandemic is finally over?

Watch the webinar on-demand

In our latest webinar, portfolio manager Jack Neele and client portfolio manager Carl Ghielen provide an update on the Robeco Global Consumer Trends Equities strategy. They discuss the key drivers of global consumer trends, and within this theme, the trends that are defining the tech consumer. These trends will outlast the coronavirus, but you need to know where to look.

Don't miss your chance to get the inside story and expert view on how trends investing is really playing out during a crisis!

1 FAANG: Facebook, Amazon, Apple, Netflix, Google

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