Long-term trend plays through expensive stocks
“If you want to identify long-term trends, you would do well to select mainly companies that are best positioned within that trend. In general, these are the more expensive listed companies in the stock market.”
This is the view of portfolio manager Jack Neele in a conversation with our sister publication Fondsnieuws. Robeco’s Global Consumer Trend Fund operates as much as possible independently of underlying macroeconomic factors such as interest rates and inflation. His approach is bottom-up when it comes to stock selection.