united kingdomen
Uncovering the quality compounders of consumer trends

Uncovering the quality compounders of consumer trends

10-03-2020 | Insight

Structural growth trends in consumer spending offer attractive investment opportunities. But what trends should investors focus on? And what type of companies should they look for within the selected trends? In a nutshell, they should aim for the structural winners, better known as ‘quality compounders’ –growth stocks able to compound shareholder value on a consistent basis.

Speed read

  • It is possible to identify structural winners of consumer trends
  • We focus on three main trends using a clear, rigorous process
  • Our new publication explains this process

Uncovering these quality compounders is obviously easier said than done. Yet our Global Consumer Trends Equities strategy shows it is possible to 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, in a consistent fashion.

How is that possible? Well, we apply unique approach focuses on three main trends – the digital consumer, the emerging consumer and strong brands – using a clear, rigorous four-step investment process. But that’s just the very short answer. If you d’ like to learn more on how we search for the quality compounders of Global Consumer Trends, all you need to do is download our publication.

Now also follow us on Instagram
Now also follow us on Instagram
Follow
Disclaimer

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.

Subjects related to this article are:
Logo

Disclaimer

Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website.

The information contained in the Website is NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws. The value of the investments may fluctuate. Past performance is no guarantee of future results. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency.

In the UK, Robeco Institutional Asset Management B.V. (“ROBECO”) only markets its funds to institutional clients and professional investors. Private investors seeking information about ROBECO should visit our corporate website www.robeco.com or contact their financial adviser. ROBECO will not be liable for any damages or losses suffered by private investors accessing these areas.

In the UK, ROBECO Funds has marketing approval for the funds listed on this website, all of which are UCITS funds. ROBECO is authorized by the AFM and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.

Many of the protections provided by the United Kingdom regulatory framework may not apply to investments in ROBECO Funds, including access to the Financial Services Compensation Scheme and the Financial Ombudsman Service. No representation, warranty or undertaking is given as to the accuracy or completeness of the information on this website.

If you are not an institutional client or professional investor you should therefore not proceed. By proceeding please note that we will be treating you as a professional client for regulatory purposes and you agree to be bound by our terms and conditions.

If you do not accept these terms and conditions, as well as the terms of use of the website, please do not continue to use or access any pages on this website.

I Disagree