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Insights

The healthy living trend is to stay in the long run
The healthy living trend is to stay in the long run
Rising health awareness coupled with increasing knowledge about what is favorable for the body are driving a broad trend towards a healthier lifestyle.
05-03-2021 | Insight
The future of energy will be renewable, electric and efficient
The future of energy will be renewable, electric and efficient
The election of Joe Biden as America’s 46th President is just one more important signal that change is imminent, for energy markets and the broader economy.
03-03-2021 | Insight
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
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
‘Make, remake and reuse’ – let’s shift to a circular economy
‘Make, remake and reuse’ – let’s shift to a circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
02-12-2020 | Video
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
Green hydrogen: powering the low-carbon future
Green hydrogen: powering the low-carbon future
Interview with Thiemo Lang, Senior Portfolio Manager, RobecoSAM Smart Energy and Smart Mobility strategies.
27-10-2020 | Interview
Interest rates – don’t be so negative
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | 5-Year outlook
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
Expected Returns – watch the full show
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Digital event
Brave real world: the main takeaways from Expected Returns
Brave real world: the main takeaways from Expected Returns
The Covid-19 pandemic has completely changed the world, making it much harder for investors to navigate likely conditions for the major asset classes.
09-10-2020 | Digital event
The threat of inflation and its implication for rates
The threat of inflation and its implication for rates
To mitigate the economic effects of the Covid-19 pandemic, unprecedented policy support has been implemented by governments and central banks.
09-10-2020 | Digital event
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
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Few would doubt that the Covid-19 pandemic has completely changed the world.
29-09-2020 | 5-Year outlook
Why the global population is unsustainable… because it is falling
Why the global population is unsustainable… because it is falling
A lower world population is great for sustainability, right?
15-09-2020 | Stunning statistics
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
Four ESG trends that will shape the post-Covid-19 world
Four ESG trends that will shape the post-Covid-19 world
A ‘once in a generation’ shock event, the coronavirus will impact the trajectory of ESG trends substantially.
08-09-2020 | 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
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