Ralf Oberbannscheidt from Robeco explores how thematic investing is making a strong comeback in today’s broadening market environment. Discover what’s driving the resurgence of thematic strategies and how investors can position themselves to capture long-term opportunities.
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.
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