How resilient are long-term investment themes in turbulent times?
Jun 27, 2025
27:59
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Disruption has been the trend of 2025. Upheaval is everywhere, from geopolitics and trade, to the fields of technology, payments, ways of working and more. Does a thematic approach help equity investors to cut through all the noise, or could it be that investment themes or trends are also being disrupted?
Robeco Asset Management Podcast