australiaen

Insights

How climate change impacts different asset classes
How climate change impacts different asset classes
We believe the climate impact on asset returns is not yet priced-in, and that it will become more significant over time.
19-10-2022 | Insight
The energy transition comes with a price tag
The energy transition comes with a price tag
Decarbonization to achieve net-zero emissions by 2050 will have an inflationary impact.
19-10-2022 | Insight
The EU’s energy crisis will be instructive and destructive
The EU’s energy crisis will be instructive and destructive
Winter is coming but a smorgasbord of positive natural and man-made interventions means the EU will likely avoid blackouts.
18-10-2022 | Insight
Keep a close eye on chips and ships
Keep a close eye on chips and ships
Investors looking for companies that can survive a recession should consider the ‘chips and ships’ scenario for navigating choppy waters.
07-10-2022 | Monthly outlook
(No) food for thought over soaring prices
(No) food for thought over soaring prices
Rising food insecurity is unsettling markets and fueling inflation.
05-10-2022 | Insight
The emerging trade-off in global trade
The emerging trade-off in global trade
The multiplicity of recent shocks is shifting supply chain management away from efficiency towards resilience and sustainability.
28-09-2022 | Insight
Investors’ engagement and Enel: a success story
Investors’ engagement and Enel: a success story
Utilities lie at the proverbial coal face of reducing the world’s reliance on fossil fuels.
04-04-2022 | Insight
Fixed income outlook: Czech mate
Fixed income outlook: Czech mate
We’re facing the risk of central bank policy error.
22-03-2022 | Quarterly outlook
Using engagement to advance sustainability matters in the palm oil industry
Using engagement to advance sustainability matters in the palm oil industry
Palm oil is an ingredient in almost half of all the packaged products found in supermarkets, from pizza and chocolate to shampoo and toothpaste.
11-03-2022 | Insight
Surge in oil prices raises recession risk
Surge in oil prices raises recession risk
There are mitigating effects at play as crude prices soar following Russia’s invasion of Ukraine.
08-03-2022 | Monthly outlook
The CO₂lumnist: Market versus location-based scope 2 emissions
The CO₂lumnist: Market versus location-based scope 2 emissions
Investors rely on data to make decisions on climate strategy, but emissions data can have smoke coming out of the ears of frustrated investors.
19-08-2021 | Column
Engaging with miners as the world demands more minerals
Engaging with miners as the world demands more minerals
Miners are rising to the challenge of making the industry more sustainable as demand grows for metals and minerals.
09-08-2021 | Insight
When less is more - making manufacturing clean, green, and lean
When less is more - making manufacturing clean, green, and lean
“Constraints have always been catalysts for catapulting innovation,” says Pieter Busscher, senior portfolio manager of the RobecoSAM Smart Materials Equity strategy.
04-08-2021 | Insight
Metals – anything but rusty
Metals – anything but rusty
Commodity prices can continue to rise on a string of favorable factors, says strategist Peter van der Welle.
07-05-2021 | Monthly outlook
Our six climate change engagement themes
Our six climate change engagement themes
Robeco’s commitment to tackling climate change can be seen in six engagement programs related to the issue.
03-05-2021 | Insight
SI Opener: The meat supply chain is a major threat to global health
SI Opener: The meat supply chain is a major threat to global health
It’s not only ‘wet animal markets’ that are causing health risks, as we have seen with Covid-19.
25-02-2021 | SI Opener
Robeco strengthens exclusions policy for fossil fuels
Robeco strengthens exclusions policy for fossil fuels
Robeco is extending its exclusion policy for fossil fuel producers and users to its entire range of strategies to help combat global warming.
24-09-2020 | Insight
SI Opener: Loss of biodiversity is a bigger threat than climate change
SI Opener: Loss of biodiversity is a bigger threat than climate change
Biodiversity represents the knowledge learned by evolving species over millions of years.
24-09-2020 | SI Opener
SI Opener: The mining industry is essential to moving to a greener economy
SI Opener: The mining industry is essential to moving to a greener economy
Mining is a complex industry that is often seen as unsustainable.
25-06-2020 | SI Opener
Shell escalates net-zero goal on carbon emissions
Shell escalates net-zero goal on carbon emissions
Royal Dutch Shell has stepped up its plans to become carbon neutral following investor engagement led by Robeco and the Church of England.
17-04-2020 | Insight
The paradox of sustainable investing in mining
The paradox of sustainable investing in mining
Investors need to work with miners and not against them to cut carbon footprints, says portfolio manager Chris Berkouwer.
28-02-2020 | Insight
Biodiversity and mining among engagement themes for 2020
Biodiversity and mining among engagement themes for 2020
Protecting biodiversity and improving mining safety form part of Robeco’s new engagement campaign for 2020.
13-01-2020 | Insight
The spy in the sky for deforestation
The spy in the sky for deforestation
Robeco has teamed up with a satellite data company to detect deforestation in palm oil plantations.
15-11-2019 | Insight
Robeco joins investor call to save rainforest
Robeco joins investor call to save rainforest
Robeco is collaborating with other global investors to try to stop deforestation in Brazil.
18-09-2019 | Insight
Carbon Capture & Storage: removing CO2 on an industrial scale
Carbon Capture & Storage: removing CO2 on an industrial scale
We produce CO2 on an industrial scale, and we need to remove it on an industrial scale.
17-06-2019 | Insight
Our approach to sustainable investing in palm oil
Our approach to sustainable investing in palm oil
Robeco has stepped up its engagement with the producers of palm oil to address sustainability issues in the industry.
04-03-2019 | Insight
The drone that can plant millions of trees
The drone that can plant millions of trees
A drone that can carpet bomb 100,000 tree seeds a day may solve the issue of deforestation in remote areas.
03-01-2019 | Stunning statistics
Robeco's Active Ownership realizes success with Shell
Robeco's Active Ownership realizes success with Shell
Robeco has been recognized for its critical role in persuading Royal Dutch Shell to significantly strengthen its measures to reduce its carbon footprint.
07-12-2018 | Insight
Extensive engagements with Royal Dutch Shell
Extensive engagements with Royal Dutch Shell
Like many companies in the oil and gas sector, Shell is facing a constant stream of allegations  related to environmental issues.
29-03-2016 | Insight
Strategic Allocation to Commodity Factor Premiums
Strategic Allocation to Commodity Factor Premiums
Commodities have become less popular for investors.
30-09-2014 | Research
Logo

Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
I Disagree