Financial markets are in danger of creating a spiral that will send asset values even lower, says Lukas Daalder. Read more ...
If you believe in the January effect – the predictive power of the returns of the first month for the rest of the year – it is clear that 2016 is not going to be a very pleasant experience for a substantial part of the financial markets.
Following allegations of human rights and environmental breaches against the Brazilian subsidiary of Bunge, we started an enhanced engagement with this global agribusiness company in addition to our dialogue on challenges in the soy and palm oil supply chain. The company has taken decisive action, showing good progress on our engagement objectives.
‘The king is dead. Long live the king!’ After years of being the company with the highest market value, Apple has been successfully dethroned by Google. Or rather, by Alphabet – as the company has officially been called since 2015.
Soy is mostly used as animal feed for raising livestock and is traded as a bulk commodity. Top producers of soy in 2012 were the US, Brazil, Argentina, China and India. In that year, 212 million tons of soy were produced on more than 90 million hectares, mostly on large mono-cropping farms.
Japan’s surprise move to introduce negative interest rates will have little direct economic impact, but is great news for its battle against deflation and was cheered by investors, says Chief Economist Léon Cornelissen.
Investors are still operating in a difficult, volatile market. Investment strategists Han Dieperink (Rabobank), Nathan Levy (ING) en Pim Lausberg (ABN Amro) agree on this, but they also each add their own interesting nuances to the outlook for financial markets and investing.
Economist Mariana Mazzucato, Professor of Economics of Innovation at the University of Sussex and author of 'The Entrepreneurial State' cannot repeat this often enough. Major innovators like Steve Jobs and Elon Musk are the heroes of their generation and yes, they have undeniably made a huge contribution, but the story we keep on telling each other isn't necessarily accurate.
The digital revolution will be a game changer in relationships between macroeconomic factors such as production, consumption, labor and inflation. Lukas Daalder outlines the effects on investors. “The disruptive effect of digitalization promotes the case for active equity investing.”
We are already digital consumers and we are set to become digital producers. We are connected to the digital financial network and have a digital doctor who keeps an eye on us. Digitalization is the engine for economic growth and Henk Grootveld explains how investors can take advantage of this.
“Things aren‘t going well, but apart from that everything’s fine.” According to Robeco board member Hester Borrie, this quote – from Gerard Reve’s book The Evenings – perfectly encapsulates chief economist Léon Cornelissen’s view on the situation in the global economy.
The annual predictions season officially kicked off the moment we tore the last page off our 2015 calendar. Anything from simply making future projections based on existing movements and trends to coming up with top-of-your-head ideas for ‘black swans’ – unexpected events that could have a major impact.
In a recent webinar, Funds Europe spoke to Chris Hart, portfolio manager of the Robeco Boston Partners Global Premium Equities Fund, about how he seeks to tap into global opportunities from a value and growth perspective.
On January 7, the A-share market fell sharply after the opening bell. This triggered the new circuit breaker mechanism which had been implemented on the first trading day of 2016, freezing trading on the stock markets for the second time this year.
The time when digitization was an activity for technology companies alone has gone. Technological innovation is no longer solely the domain of big internet companies and hip startups in Silicon Valley. More and more ‘normal’ companies, in a wide range of business sectors, are embracing technological developments.
We firmly believe that ESG analysis, combined with traditional financial analysis, can offer investors powerful insights. With our proprietary Sustainable ROE Analyzer, we use ESG information to assess the quality and sustainability of Returns on Equity (ROEs) of property & casualty insurance companies
The Robeco Trading Desk executes around 22,000 quantitative equity orders a year. Robeco has traders in three different time zones around the world (Rotterdam, Boston and Hong Kong). This live presence enables us to monitor the executions closely and react immediately on price movements in stocks.
Distrust among the major protagonists in the healthcare supply chain is leading to costly inefficiencies for society. Better cooperation would have major long-term benefits for global access to care as well as innovation, says Stijn Vanacker, Healthcare Analyst in Robeco’s Global Equity team.
Low rates, rising equity prices and large corporate cash positions have created a favorable climate for mergers and acquisitions over the last year. Over three articles, Robeco’s equity investors first review the year, then look forward to see what investors can expect in 2016. Part 3: developments in the oil and gas, consumer goods and technology sectors.
Low rates, rising equity prices and large corporate cash positions have created a favorable climate for mergers and acquisitions over the last year. Over three articles, Robeco’s equity investors first review the year, then look forwards to see what investors can expect. Part 2: not more acquisitions in pharma sector, but of a different type.
Low rates, rising equity prices and large corporate cash positions have created a favorable climate for mergers and acquisitions over the last year. Over three articles, Robeco’s equity investors first review the year, then look forwards to see what investors can expect. Part 1: the wave of acquisitions in perspective.
New technologies are adopted at an increasing pace in the financial sector. Besides exciting new opportunities, they also introduce security risks. Financial institutions need to find a balance between security and convenience of use. This creates investment opportunities.
Credit growth in China and Quantitative Easing (QE) in the US, Europe and Japan were medicines that worked for a while. Cheap money kept zombie businesses afloat and prevented creative destruction. However, the commodity cycle has rolled over and the credit cycle is proceeding. Funding pressure is increasing, the US credit market is full of animal spirits and volatility is back.
Howard Covington was a founding shareholder and CEO of New Star Asset Management. He is now a trustee of ClientEarth, a not-for-profit environmental law group that uses the law to combat climate change.
On Sunday evening, December 13, South African president Zuma reappointed respected veteran Pravin Gordhan as finance minister to succeed David van Rooyen who had replaced Nhlanhla Nene three days earlier.
Although some see robots as a threat, they may also provide a potential solution to current problems, such as the lack of care for an aging population. This was the idea behind a lecture by Pieter Jonker, professor of Vision-based Robotics at Delft Technical University, in honor of the 50th anniversary of the growth fund Rolinco.
Solange Rouschop, global head of investment services and sustainability at ABN AMRO Retail and Private Banking, outlined to a recent RobecoSAM forum how her journey into sustainability investing began with a newborn baby in a polluted Chinese megacity.
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