Robeco, The Investments Engineers

Thematic investing

Global Consumer Trends 2022

As new generations come of age, consumer behavior is changing around the world. Our Consumer Trends strategy focuses on the major shifts that are currently shaping consumers’ spending preferences globally. Our aim is to uncover the structural winners of these changes. This year we are paying specific attention to 1. Digital Transformation of consumption 2. Emerging middle class and 3. Health and well-being.

Big Book of trends and thematic investing

499713957.jpg

What trends will prevail in the New Normal?

In this webinar, Richard Speetjens, Head of Trends Investing and Portfolio Manager of Robeco Global Consumer Trends, and Patrick Lemmens, Portfolio Manager of Robeco FinTech, review events from the past year and discuss what trends are likely to prevail in the future. They examine what impact the metaverse can have on portfolios, and why fintech is increasingly about establishing the right connections.

During this webinar they have covered:

  • The concepts behind the next generation of consumer and fintech buzzwords

  • How to separate metaverse fads from longer-term trends

  • How fintech trends such as embedded finance are leaving some companies behind

Watch the replay

loader
the-big-book-of-thematic-and-trend-investing.png

Do you want to know more about trends & thematic investing?

Download our Big Book of Trends and Thematic investing

Our portfolio managers

Jack Neele - Portfolio Manager
Portfolio Manager

Jack Neele

Learn more

Richard Speetjens - Portfolio Manager
Portfolio Manager

Richard Speetjens

Learn more

Ed Verstappen - Client Portfolio Manager
Client Portfolio Manager

Ed Verstappen

Learn more

Carl Ghielen - Client Portfolio Manager
Client Portfolio Manager

Carl Ghielen

Learn more

Let's keep the conversation going

Keep track of fast-moving events in sustainable and quantitative investing, trends and credits with our newsletters.

Stay updated
Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information This disclaimer applies to any documents and the verbal or written comments of any person in presentations or webinars on this website and taken together is referred to herein as the “Information”. The services to which the Information relate are NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws and must not be relied or acted upon by any other persons. This Information does not constitute an offer to sell, or a solicitation of an offer to buy, any financial product, and may not be relied upon in connection with the purchase or sale of any financial product. You are cautioned against using this Information as the basis for making a decision to purchase any financial product. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. The Information does not purport to be complete on any topic addressed. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided.

In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.