What drives changes in relative industry profitability? Why are some industries consistently profitable over long periods of time? In our new white paper, Robeco Trends analyst Steef Bergakker looks at the way industry profitability is affected by secular trends and disruptive innovations.
The white paper shows that economic profits are distributed across industries according to a power law, which means that the bulk of those profits are earned by relatively few industries. It also shows that firms with business models that are based on tangible assets – buildings or land – tend to underperform, compared to those with intangible assets, such as reputation or intellectual property.
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.
Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.