The Daily Sketch by Robeco
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Divergent
In a relatively short period of time, the market has shifted from being concerned that artificial intelligence was over-hyped, to fearing the technology…
13 hrs ago
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Robeco
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Robot on board
The number of robotaxis in service around the world is expected to more than double in 2026 to 18,500, according to Bloomberg New Energy Finance (BNEF).
Feb 12
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Robeco
1
Short term memory
Market participants are often accused of having short term memory: anchoring assumptions on current events.
Feb 10
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Robeco
3
Super ads
During yesterday’s Super Bowl television broadcast, advertisers spent an estimated USD 875 million dollars, up 9% from the previous year.
Feb 9
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Robeco
Winding up
After a pronounced post-pandemic correction, the luxury watch market is exhibiting a broad-based recovery since summer 2025.
Feb 6
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Robeco
1
Software rethought
Software stocks have significantly underperformed over the last year, driven largely by fear that artificial intelligence could disrupt rather than…
Feb 5
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Robeco
1
Spending through uncertainty
Despite strong economic growth (the Bureau of Economic Analysis reported US GDP rose at a 4.3% annual rate last quarter), consumer sentiment remains low…
Feb 4
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Robeco
3
Better safe than sorry
As healthcare costs rise globally, prevention is increasingly recognized as an effective way to improve outcomes and control expenditures.
Feb 3
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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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