"If you want to identify long-term trends, you would do well to select mainly companies that are best positioned within that trend. In general, these are the more expensive listed companies in the stock market." This is the view of portfolio manager Jack Neele in a conversation with our sister publication Fondsnieuws. Robeco's Global Consumer Trend Fund operates as much as possible independently of underlying macroeconomic factors such as interest rates and inflation.
Register or log in to continue reading. Investment Officer is an independent journalism platform for professionals working in the Luxembourg investment industry.
A subscription is free for professionals working at banks and independent asset managers.