2020 was a year like no other. It was also a pivotal one for trends and thematic investing. The Covid-19 crisis accelerated trends such as digitalization and healthy living, and refocused others such as food delivery and working from home. Meanwhile, long-term megatrends such as tackling global warming through decarbonization remained at the front of investors’ minds. Will today’s trends be around tomorrow? Will we see other stocks or sectors emerge? And will value stocks return with a vengeance? All of these questions will be discussed during Robeco's latest Digital Explore event, ‘Trends: here today, here tomorrow’.

This event will be an occasion for Fabiana Fedeli, Robeco’s Global Head of Fundamental Equities, to explain why the skewness of equity returns supports a trends-based investment approach. Next, keynote speaker and leading global voice on climate change, Dr. Gabrielle Walker, will talk about her work to help achieve the transition to a zero-carbon economy.

Robeco’s smart energy and sustainability experts, Thiemo Lang and Lucian Peppelenbos, will also share their insights on the energy transformation needed to tackle climate risk. Following up, consumer Trends specialist, Jack Neele, will explain the consequences of consumers’ increased focus on health and wellness issues. Finally, Jack will discuss with Asia-Pacific expert, Arnout van Rijn, on the value versus growth debate.

Conference website