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Trends and thematic investing

The Big Book of trends and thematic investing

Trends and thematic investing is not just about great narratives, nor is it directed by fads or client appetite. Instead, it is a time-tested and clearly articulated investment approach, based on a thorough analysis of the powerful megatrends that shape our socioeconomic environment, and therefore our future.

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  • LatAm fintech thrives in a fast-changing environment

    LatAm stands out as one of the most promising regions for fintech, not just for tech giants, but also for a myriad of local players.
    Read the insight
  • Streaming is the future of media

    Streaming platforms have enjoyed strong success and their prospects remain bright despite the dire consequences of Covid-19.
    Read the insight
  • Covid-19: a foot on the brake or the accelerator?

    The global policy response to Covid-19 presents major navigational challenges for investors. What are the long term effects?
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Robeco's approach to trends investing

Three megatrends shape business and society

Generation dissatisfied
Generation dissatisfied
22-10-2021 | Daily sketch
Ecommerce tide also reaches Latin American shores
Ecommerce tide also reaches Latin American shores
Retail ecommerce sales in Latin America skyrocketed by over 60% in 2020, as 38 million consumers bought online for the first time.
20-09-2021 | Stunning statistics
Ecommerce frenzy puts last-mile delivery under the spotlight
Ecommerce frenzy puts last-mile delivery under the spotlight
Fast grocery delivery operator Getir saw its valuation reach USD 7.
21-07-2021 | Stunning statistics

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The Big Book of trends and thematic investing
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