The return of Thematics in a Broadening Market! (EN)

After a period of market concentration, thematic
investing is once again gaining momentum as investors
seek new sources of sustainable growth and innovation. In this
insightful keynote, Ralf Oberbannscheidt, Global
Head of Thematic Investing and Member of the Executive Committee
at Robeco, explains how structural
trends such as digitalization, sustainability, and
demographic shifts are reshaping portfolios across the globe.


With over two decades of experience in thematic asset management,
Oberbannscheidt shares how the current market environment creates
fertile ground for well-designed thematic strategies — spanning
from climate transition and agribusiness to
technological disruption and social change. The
session highlights how investors can integrate thematic exposure
within diversified portfolios while maintaining risk control and
long-term resilience.


Expect practical insights into:


What defines a successful thematic approach in today’s broader
markets


How macroeconomic conditions influence thematic performance


Why the future belongs to investors who think in trends, not just
sectors


A must-listen for anyone seeking to understand the next evolution
of thematic investing.


More podcast episodes and information:
www.finanz-ch.ch
More about Robeco: www.robeco.com


Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.