How resilient are long-term investment themes in turbulent times?

Robeco Asset Management Podcast
27/06/2025 27 min Temporada 7 Episodio 6
How resilient are long-term investment themes in turbulent times?

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Episode Synopsis

Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?

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