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Trends Investing

Trend or hype? Recognize structural winners

Benefit from structural growth in consumer trends. Discover how we search for structural winners, better known as ‘quality compounders’, of these trends.
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Focusing on structural growth trends in consumer spending

07-08-2020 - What trends do we focus on?

Related products

  • Global Consumer Trends

    • Invests in consumer exposed companies worldwide (e.g. leading digital platforms, media companies, online travel agencies, luxury manufacturers and strong consumer brands)
    • Top-down trend selection and bottom-up stock selection using proprietary valuation models
    • Risk limitation through diversification over multiple trends with different drivers and risk characteristics
    Discover more
  • FinTech

    • Invests in stocks of companies all over the world which benefit from the increasing digitization of the financial sector
    • Top-down trend selection and bottom-up stock selection using proprietary valuation models
    • Risk limitation through diversification over multiple trends with different drivers and risk characteristics
    Discover more

Trend or Hype?

Recognize structural winners
Download Consumer Trends report

Related insights

Read more insights about trends investing

Related insights

Read more insights about trends investing

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
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
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