The Daily Sketch by Robeco

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Consumer pulse
US consumer spending was very resilient in 2024, although spending growth is being driven by the high-income consumer.
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Robeco
Japan diversified
Recent mergers & acquisitions trends in Japan show a significant increase in deal value and activity.
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Robeco
Value perception
With inflation in the US having decreased from about 5% in 2023 to 3% in 2024 and wages having risen faster than inflation, do consumers feel they can…
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Robeco
Podcasts and politics
Even before Spotify’s Joe Rogan endorsed Donald Trump, the eventual winner of the November 2024 US presidential race, media analysts dubbed the contest…
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Robeco
American expectations
With a couple of notable exceptions, US Americans are not particularly optimistic about the year ahead according to a survey conducted by Gallup.
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Robeco
Make the EU competitive again
Although incoming US President Trump has promised to ‘Make America Great Again,’ the country already leads the world on most business and economic…
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Robeco
Asia’s next bite
In China, food delivery has long been a significant trend.
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Robeco
The Daily Sketch by Robeco
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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Thematic Investing at Robeco
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The Daily Sketch by Robeco

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