The Daily Sketch by Robeco
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Ecommerce gains
Amazon’s Prime Day has evolved from a promotional event into a barometer for consumer demand and ecommerce penetration in retail sales.
Jun 29
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Robeco
2
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Margin trends
Corporate profitability for publicly traded companies has reached record levels.
Jun 19
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Robeco
1
Innovation gaps
Global R&D intensity is rising, but in an unevenly manner.
Jun 18
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Robeco
Go play outside
Social media bans for minors are gaining global momentum.
Jun 17
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Robeco
Global shopping
Retail sales momentum is uneven across regions.
Jun 16
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Robeco
Core inflation
US inflation remains elevated, but the picture depends on where you look.
Jun 15
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Robeco
Predictable
As the World Cup kicks off this week, betting venues have become more crowded, and analysts at Macquarie estimate that related wagers could top USD 50…
Jun 11
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Robeco
Code vs. ship
While artificial intelligence (AI) usage continues to accelerate, one of the most tangible benefits of the technology remains the productivity…
Jun 8
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Robeco
1
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The Daily Sketch by Robeco
It is said that a picture paints a thousand words. So, every weekday, the Robeco thematic investing team considers one of the many trends shaping markets and the world around us.
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