Global Head of Thematic Investing
• Insight
Thematic investing – a compelling alternative amid market chaos
Markets are grappling with change from all sides. Rising protectionism and escalating geopolitical tensions are disrupting the long-standing order of global trade. Meanwhile, Trump’s tariff turmoil and erratic policymaking are stoking fears that US growth and exceptionalism has plateaued. Financial markets are registering sharp drawdowns and increased volatility as fearful investors flee US assets in search of more stable returns elsewhere.
Authors
Portfolio Manager
Top keywords
In contrast to the current mayhem in markets, increased volatility and uncertainty are reinforcing the relevance and rigor of Robeco’s approach to thematic investing. Decades of rigorous research and pioneering foresight have enabled us to build a comprehensive platform of time-tested and future-proof themes.
Discover how our distinctive portfolio architecture creates thematic portfolios that are well positioned to capture growth but also remain anchored and resilient when markets are anything but.
The power of themes for investment portfolios
Important information
This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
