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Insights

Amazon smashes Italy on R&D
Amazon smashes Italy on R&D
US tech giant Amazon single-handedly spent more on research and development (R&D) than Italy in 2019, and even more so in 2020.
23-02-2021 | Stunning statistics
Growth trends continue full steam ahead for the financial sector
Growth trends continue full steam ahead for the financial sector
2020 has truly been an epic year for the financial sector.
28-01-2021 | Insight
Clean Energy Outlook 2021 – Global decarbonization efforts to drive further growth
Clean Energy Outlook 2021 – Global decarbonization efforts to drive further growth
Driven by global government and corporate efforts to decarbonize, the clean energy sector is likely to continue to shine bright in 2021.
26-01-2021 | Interview
Consumer trends in 2021: The future of commerce and the caring economy
Consumer trends in 2021: The future of commerce and the caring economy
The Covid-19 pandemic suddenly accelerated some of the shifts our Global Consumer Trends strategy aims to benefit from.
21-01-2021 | Insight
Why do ‘quality compounder’ stocks always look impossibly expensive?
Why do ‘quality compounder’ stocks always look impossibly expensive?
Trends investing focuses on the structural winners of secular growth trends, better known as ‘quality compounders’ – quality growth stocks able to compound shareholder value on a consistent basis.
08-01-2021 | Insight
Climate transition and labor rights lead 2021 engagement themes
Climate transition and labor rights lead 2021 engagement themes
Tackling high-carbon funding and protecting labor rights in the post-Covid-19 world are Robeco’s main engagement themes for 2021.
07-01-2021 | Insight
Robeco FinTech turns three as industry gathers momentum
Robeco FinTech turns three as industry gathers momentum
In just a few years, fintech has gone from being a nice niche investment concept to become one of the most coveted playfields for equity investors.
14-12-2020 | Insight
Sustainable thematic investing and UN SDGs, a natural fit
Sustainable thematic investing and UN SDGs, a natural fit
The UN’s Sustainable Development Goals (SDGs) provide an excellent framework for investors to seek returns while helping shape a more sustainable world.
11-12-2020 | Insight
Unlocking 5G’s potential
Unlocking 5G’s potential
We believe 2021 will be an inflection point for 5G – and a select group of companies will reap the fruits of this powerful shift.
03-12-2020 | Yearly outlook
Not all investable trends and themes are about fancy tech innovation
Not all investable trends and themes are about fancy tech innovation
While some of the most attractive trends and thematic investing narratives have to do with technology and innovation, it’s not always the case.
27-11-2020 | Insight
Trends and thematic investing: cutting through short-term noise
Trends and thematic investing: cutting through short-term noise
A growing body of academic literature shows that only a small number of listed stocks account for most of the long-term shareholder value created in the stock market.
16-11-2020 | Insight
Podcast: Trends investing – art or science?
Podcast: Trends investing – art or science?
Covid-19 seems to have increased the speed at which trends are changing our world.
02-11-2020 | Podcast
'Most stocks do not outperform Treasury Bills in the long run'
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
30-10-2020 | Interview
European banks face an earnings event, not a capital event
European banks face an earnings event, not a capital event
Although the extent of the economic contraction has been sizeable, and default rates are expected to rise further, our view is that banks will survive the pain.
28-10-2020 | Insight
Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | 5-Year outlook
Investing in the circular economy
Investing in the circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
16-10-2020 | Insight
The Big Book of trends and thematic investing
The Big Book of trends and thematic investing
Trends and thematic investment strategies have enjoyed quite some popularity over the past few years.
15-10-2020 | Research
Latin American fintech: Thriving in a fast-changing environment
Latin American fintech: Thriving in a fast-changing environment
Fintech is disrupting financial services across the globe.
06-10-2020 | Insight
No bubble for tech, but can their mega-growth last?
No bubble for tech, but can their mega-growth last?
Tech stocks are not in a bubble that was pricked this week, though their staggering growth may not be sustainable, says Robeco investor Michiel Plakman.
10-09-2020 | Insight
Streaming is the future of media
Streaming is the future of media
Digitalization of consumption is one of the trends our Global Consumer Trends strategy focuses on.
23-07-2020 | Insight
Pet care market: well-prepared to weather the Covid-19 storm
Pet care market: well-prepared to weather the Covid-19 storm
Broad-based socio-demographic shifts are among the structural changes that form the focus of our Global Consumer Trends strategy.
08-06-2020 | Insight
Webinar: The future of fintech is brighter, faster and sooner
Webinar: The future of fintech is brighter, faster and sooner
In the next episode of our webinar series, we look at how the Covid-19 crisis has accelerated digitalization, making the fintech sector one of the few winners from the disruption.
29-05-2020 | Insight
Covid-19 driving trends: a foot on the brake or the accelerator?
Covid-19 driving trends: a foot on the brake or the accelerator?
The unprecedented global policy response to the Covid-19 outbreak has brought us into uncharted territory regarding its future socio-economic fallout, and therefore presents major navigational challenges for investors.
13-05-2020 | Insight
M&A in fintech: when will the music play again?
M&A in fintech: when will the music play again?
While potential mergers and acquisitions (M&A) are not the primary focus of the Robeco FinTech and New World Financials strategies, these are obviously always a welcome development.
11-05-2020 | Insight
This time, banks are part of the solution
This time, banks are part of the solution
Compared to conditions during the global financial crisis, the health of the banking sector and the environment for banking are now significantly different.
22-04-2020 | Insight
Every dark cloud has a silver lining
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | Video
Uncovering the quality compounders of consumer trends
Uncovering the quality compounders of consumer trends
Structural growth trends in consumer spending offer attractive investment opportunities.
10-03-2020 | Insight
Seizing opportunities offered by the major trends in the financial sector in 2020
Seizing opportunities offered by the major trends in the financial sector in 2020
Prospects for Robeco’s FinTech and New World Financials funds remain bright.
21-02-2020 | Insight
Creating value in loops
Creating value in loops
A new RobecoSAM investment strategy will target the ultimate in sustainability – the circular economy.
13-02-2020 | Insight
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?
21-01-2020 | Insight
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