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Insights

Hybrid limbo
Hybrid limbo
30-11-2021 | Daily sketch
Integrating ESG and carbon metrics alongside active engagements
Integrating ESG and carbon metrics alongside active engagements
The 2021 United Nations’ COP26, took place early November.
29-11-2021 | Insight
Green is the new color, also for emerging markets
Green is the new color, also for emerging markets
Emerging markets have been significantly increasing their investments in green energy generation.
25-11-2021 | Insight
Power play – why lithium remains the unchallenged champion of battery metals
Power play – why lithium remains the unchallenged champion of battery metals
Structural supports, low cost and proven performance in EV markets make lithium ideal for exposure to electrification and decarbonization trends.
18-11-2021 | Insight
Corporate profits boom sends stocks to new peaks
Corporate profits boom sends stocks to new peaks
Equities have shrugged off macro headwinds and hit record highs in the US thanks to strong corporate earnings.
05-11-2021 | Monthly outlook
Working to fortify digital assets to beat cybercrime
Working to fortify digital assets to beat cybercrime
Attitudes to improving data security have improved as cybercrime becomes a multi-trillion dollar threat, a Robeco engagement program has found.
22-10-2021 | Insight
Chipping away at water supplies
Chipping away at water supplies
Climate change and an intensifying appetite for silicon wafers and chips put water supplies and global supply chains at risk.
18-10-2021 | Stunning statistics
Expected Returns 2022-2026 – Watch the full show
Expected Returns 2022-2026 – Watch the full show
Things are heating up, in different senses of the phrase.
07-10-2021 | Digital event
Some factors are now more equal than others
Some factors are now more equal than others
There is no free lunch when it comes to harvesting factor premiums.
06-10-2021 | 5-Year outlook
At the forefront of climate investing solutions
At the forefront of climate investing solutions
Everything you need to know about climate challenges and climate investing solutions.
01-10-2021 | Insight
Translating universal goals into SDG impact
Translating universal goals into SDG impact
With the SDGs, the UN has framed the need and drawn the blueprints to advance sustainable development in society.
22-09-2021 | Insight
The CO₂lumnist: Data providers and the greenhouse gas pie
The CO₂lumnist: Data providers and the greenhouse gas pie
The greenhouse gas emissions of different sectors forms parts of giant pie.
22-09-2021 | Column
Ecommerce tide also reaches Latin American shores
Ecommerce tide also reaches Latin American shores
Retail ecommerce sales in Latin America skyrocketed by over 60% in 2020, as 38 million consumers bought online for the first time.
20-09-2021 | Stunning statistics
The profits party peaks, but the aftermath looks benign
The profits party peaks, but the aftermath looks benign
Corporate earnings which have soared in the Covid-19 recovery are now flattening out.
07-09-2021 | Monthly outlook
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
Engaging to improve labor practices in the post-Covid world
Engaging to improve labor practices in the post-Covid world
A new engagement program aims to improve workers’ rights and the poor labor conditions highlighted by Covid-19.
02-08-2021 | Insight
Ecommerce frenzy puts last-mile delivery under the spotlight
Ecommerce frenzy puts last-mile delivery under the spotlight
Fast grocery delivery operator Getir saw its valuation reach USD 7.
21-07-2021 | Stunning statistics
Olympic Games: on! Central banks: on! Equity party: on!
Olympic Games: on! Central banks: on! Equity party: on!
As we enter the second half of 2021, all the ingredients that have been fueling the global stock market rebound since March 2020 remain in place.
14-07-2021 | Column
How capex holds the key to a self-sustaining economic recovery
How capex holds the key to a self-sustaining economic recovery
Capital expenditure to fix supply shortages and meet burgeoning demand is seen figuring strongly in the post-Covid recovery.
08-07-2021 | Monthly outlook
Meet the many trends shaping the future of commerce
Meet the many trends shaping the future of commerce
Ecommerce benefited significantly from the Covid-19 shock.
07-07-2021 | Insight
The value comeback is driving emerging markets equities too
The value comeback is driving emerging markets equities too
After a decade of lackluster returns, the value stock showdown reached a climax in 2020.
06-07-2021 | Insight
Podcast: Value, back with a vengeance
Podcast: Value, back with a vengeance
Value stocks are in revival – this after what seemed like an endless run of underperformance relative to growth stocks.
01-07-2021 | Podcast
SI Opener: Putting climate action plans to a vote – a Say on Climate!
SI Opener: Putting climate action plans to a vote – a Say on Climate!
Shareholders are used to voting on a wide array of proposals.
24-06-2021 | Insight
Value investing’s five principles that have stood the test of time
Value investing’s five principles that have stood the test of time
Value and growth investing have long had a back and forth relationship, with one style leading the market for a period before investors turn in favor of the opposite style.
22-06-2021 | Insight
Guide to emerging markets investing
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | Insight
Cybercrime outbreak unleashes security spending tide
Cybercrime outbreak unleashes security spending tide
Approximately 30 billion data records were compromised last year.
16-06-2021 | Stunning statistics
Show, don't tell – investing in sustainable themes with demonstrated impact
Show, don't tell – investing in sustainable themes with demonstrated impact
The popularity of sustainable investing, especially in public equity markets, has fueled growth in the volume of ESG reporting from companies.
10-06-2021 | Insight
As digital currencies rise, banking systems remain very much needed
As digital currencies rise, banking systems remain very much needed
Digitalization is everywhere.
02-06-2021 | Insight
Cannabis – controversial plant comes full-circle
Cannabis – controversial plant comes full-circle
Cannabis is making a comeback and enjoying popularity and acceptance it hasn’t seen in thousands of years – but caution is advised.
25-05-2021 | Insight
Transforming the energy sector as an investment opportunity – video
Transforming the energy sector as an investment opportunity – video
Cleaner energy is critical in ensuring a healthier planet – and an unstoppable trend.
21-05-2021 | Video
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