FAANG is just the tip of the iceberg of what's driving consumer trends
01-10-2020 | Productwebinar
The tech giants have proven to be the real winners of the Covid-19 crisis, with lockdowns leading to digital consumption going through the roof. Streaming and home entertainment brought massive new revenues for the FAANG stocks, while fintech benefited from contactless payments becoming compulsory at many retailers. But can all this be sustained sustainable once the pandemic ends?
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.
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