Insights Funds Strategies more... Login Global Trends investing Beyond storytelling for true alpha generation Trends investing is a great way for investors to take advantage of long-term changes, because trends are structurally underestimated. The human brain can hardly grasp their exponential growth. We have been exploring and profiting from this phenomenon for a long time. The Big Book of trends and thematic investing Picking the winners To go beyond just telling great stories about trends, we dive deeper into trends investing. Our research enables us to determine the trends that will be shaping our world going forward. With this key performance driver for trends investing, we’ve built up a strong trends and thematic capability that contributes to our aim to successfully generate alpha. Exponential growth. Disruption. New business models. For an investor to benefit, we have to pick the structural winners, but above all, avoid the losers. Trends investing is about finding alpha, for example, by investing during the acceleration stage of technology adoption and side-stepping during the decelerating wave. Trends investing is not about ‘going with the flow’. It is about anticipating the flow: looking ahead at the next decade; at our economy, our society and our planet. Trend investing white papers Finding tomorrow’s trends Trends can be the key to long-term outperformance, but the investment process needs to be research-driven. We explain how to spot new trends and benefit from them. Watch the video Megatrends Three megatrends are shaping the world to come: preserving Earth, transforming technology, and changing socio-demographics. These combine in unique ways to form the basis of our strategies. Think of Fintech and industrial innovation. Or more generic strategies, like our global growth strategy and consumer trends. We invest in attractive, high quality companies with pure trend exposure. Our range also comprises impact investment strategies focusing on specific sustainable themes and/or SDGs, like sustainable water and smart mobility. Our trend strategies Megatrends shape business and society Three powerful megatrends are shaping today’s world – transformative technology, ‘preserving Earth’ and changing sociodemographics. Watch the video Sustainability at the heart of our approach As with all investment strategies at Robeco, a longstanding commitment to sustainability lies at the heart of our approach. ESG information is systematically integrated in the investment process of all trend & thematic strategies. We firmly believe this leads to better-informed investment decisions. Tap into our expertise Keep up with our knowledge and trends through articles, podcasts and videos: More insights Finding those growth niches prospering in the shadow of ‘big tech’ Strategies View our trend investing strategies Receive our latest updates Stay informed, sign up here White papers View our trend research insights In addition to trends investing, we also have four other key strengths: Sustainability Quant Credits Emerging markets Visit us on social media Stay updated Sign up for our newsletter A consumer? Go to the Robeco consumer websites Disclaimer Security Policies Complaints policy The information contained in the Website is solely intended for professional investors within the meaning of the Dutch Act on the Financial Supervision (Wet op het financiële toezicht) or persons which are authorized to receive such information under any other applicable laws. More information about Robeco Institutional Asset Management B.V. Sitemap funds - Sitemap strategies Robeco uses cookies to analyze your visit to this site, to share information via social media and to personalize the site and the advertisements in line with your own preferences. By clicking on agree, you agree to the above. More information and adjusting cookie settings. I Agree