Thematic investing
Open your portfolio to the power of themes
For over 25 years, Robeco has been a pioneering leader in constructing thematic strategies. We recognized early on the power of megatrends to drive structural change and the potential of themes to harness them for long-term growth. Our convictions push us to dive deeper and explore farther to discover diverse sources of returns for client portfolios.
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The core of thematic investing
We live in a world of constant evolution. Scientific discoveries, technological breakthroughs, demographic shifts, and geopolitical alliances are all examples of megatrends – the strong structural forces that impact how we live, work, communicate and consume.
Financial markets are reflections of these changes but often with a substantial time lag. This creates timely opportunities to enhance attractive long-term performance for client portfolios. Thematic investing spots early patterns in the data, anticipates their game-changing potential and begins building early positions in tomorrow’s leaders ahead of the market.
Putting themes to work for your portfolio
We believe three megatrends will direct and dominate future economic growth – Preserving Earth, Changing Demographics, and Transforming Technologies. We have built a comprehensive suite of thematic investment strategies that draw from a combined investment universe of more than 1,000 companies to capture that growth for client portfolios.
Discover the theme which is right for you:
Monthly thematic highlight
Are companies ready for the AI race?
While generative AI and advanced analytics hold untold promise realizing its full potential requires investments across the entire computing infrastructure including systems design, data management, software services, and engineering talent. Not all companies are ready for this yet.
Discover moreReasons preventing companies to apply gen AI
Numbers are a percentage % change from 2023
Find more highlights in our Daily sketchThe benefits of thematic investing with Robeco
Gear your portfolio for a compelling future
Many mainstream and benchmark-based portfolios are backward-looking and over-exposed to yesterday’s legends whose business models face stagnation or outright disruption. Our themes are tightly focused on forward-looking growth. This enables investors to seize the momentum of evolving themes to move their portfolios away from the past and toward fertile areas of future growth.
Discover hidden gems and avoid flashy hype
Innovation is everywhere. But beyond high-priced tech stocks, few investors know how to access it, or how to separate hyped-up fads from the truly transformative trends. Deep thematic knowledge, specialized analysts, targeted research and proprietary investment tools give us an edge in detecting emerging technologies with enduring profit potential and the companies best able to translate innovation into increased earnings, market share, and shareholder value.
Stay ahead of the market
Thematic investing is narrow by design. It helps investors efficiently target areas of the economy with high-profit potential where they can zoom-in on tomorrow’s industry champions. The pure-play approach applied to many of our strategies leads to investments in ‘off the radar’ companies that are under-researched and undervalued. Timely access at lower valuations means enduring upside growth as trends and companies develop and mature.
Robeco's thematic investing team
Our thematic investment team is comprised of more than 30 investment professionals, each dedicated to a specific investment theme. Specialization enables us to perform the focused research necessary to spot patterns and trends missed by broader markets.
Thematic investing teams also leverage the in-house capabilities of Robeco’s world-class SI, quant, credits and fundamental equities teams. Collaboration enables us to share knowledge and ignite innovation to generate superior risk-adjusted performance for client portfolios.