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Insights

SI Dilemma: Keeping on course for net zero by 2050
SI Dilemma: Keeping on course for net zero by 2050
The COP27 climate summit delivered a few wins, but was disappointing overall.
24-11-2022 | SI Dilemmas
2023 Outlook: Short-term pain, long-term gain
2023 Outlook: Short-term pain, long-term gain
We believe 2023 will offer a considerable brightening of the return outlook for major asset classes.
17-11-2022 | Yearly outlook
Investing in the transition to a nature positive world through new biodiversity strategy
Investing in the transition to a nature positive world through new biodiversity strategy
Protecting the Earth’s biodiversity has become as urgent as tackling climate change.
03-11-2022 | Webinar
Five things you need to know about biodiversity investing
Five things you need to know about biodiversity investing
Protecting biodiversity has become as important as tackling climate change.
31-10-2022 | Insight
Engaging to improve diversity and resource management
Engaging to improve diversity and resource management
Addressing the impacts that companies have on society and natural resources leads the Active Ownership team’s third-quarter report.
28-10-2022 | Active Ownership Report
SI Dilemma: Do we need perfect ESG data?
SI Dilemma: Do we need perfect ESG data?
The most persistent topic of discussion in sustainable investing is ‘when will the data be good enough?
27-10-2022 | Column
Robeco to launch Biodiversity Equities strategy
Robeco to launch Biodiversity Equities strategy
A new Robeco investment strategy targets companies that can benefit from the transition to a nature-positive world.
21-10-2022 | Insight
Central bank watcher: Inflation dominance
Central bank watcher: Inflation dominance
The fear that above-target inflation could get entrenched continues to drive the discussion at most central banks.
20-10-2022 | Insight
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
It takes the right metrics to engineer a Paris-aligned portfolio
It takes the right metrics to engineer a Paris-aligned portfolio
We outline the most effective analytics for building climate-resilient and optimized buy-and-maintain portfolios.
17-10-2022 | Insight
Implementing the second wave of SFDR
Implementing the second wave of SFDR
Building on our sustainable investing strengths while following new rules.
14-10-2022 | Insight
Robeco’s SDG Framework – from niche to mainstream
Robeco’s SDG Framework – from niche to mainstream
It’s been five years since Robeco launched its SDG Framework, and from one little acorn, a mighty oak has grown.
13-10-2022 | Insight
Volatility strikes in the UK bond market
Volatility strikes in the UK bond market
We see value now in sterling investment grade yields for our aggregate fixed income strategies.
11-10-2022 | Insight
The energy shock will accelerate investment in smart energy solutions
The energy shock will accelerate investment in smart energy solutions
Today’s energy markets are polluting, inefficient, volatile and vulnerable.
07-10-2022 | Insight
Translating and integrating SI research into investments
Translating and integrating SI research into investments
Rachel Whittaker, Robeco’s Head of SI Research explains the value of sustainability research, its link to financial performance and how it is disseminated and integrated into Robeco's investment decisions.
06-10-2022 | Interview
Expected Returns 2023-2027 – Watch the full show
Expected Returns 2023-2027 – Watch the full show
A multiplicity of shocks have shaken markets, leading to an ‘Age of Confusion’ in which the many conflicting factors make it hard to predict what’s next.
06-10-2022 | Video
(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
Saying ‘no’ when companies perform poorly on ESG
Saying ‘no’ when companies perform poorly on ESG
A stricter approach for governance and sustainability led to a higher number of votes against management during the AGM season.
04-10-2022 | Insight
How regulation will further enhance sustainable investing
How regulation will further enhance sustainable investing
Integrating sustainability into investments will become even more important under enhanced EU regulations that take effect from January 2023.
01-10-2022 | Insight
Upgrading the grid is an urgent global priority
Upgrading the grid is an urgent global priority
A redesigned, rebuilt electricity network is a crucial enabler of the energy transition.
30-09-2022 | Insight
SI Dilemmas: To share or not to share IP – that is the question
SI Dilemmas: To share or not to share IP – that is the question
In August, Robeco announced that we are sharing our sustainable investing intellectual property, starting with our SDG framework.
29-09-2022 | SI Dilemmas
You have reached the next level: Sustainable Finance Disclosure Regulation Level II
You have reached the next level: Sustainable Finance Disclosure Regulation Level II
The EU Sustainable Finance Disclosure Regulation Level II will be in effect as of January 2023.
29-09-2022 | Webinar
Credit outlook: Trade and trust
Credit outlook: Trade and trust
Valuations have cheapened but this has not been broad-based enough.
28-09-2022 | Quarterly outlook
Fixed income outlook: Twin peaks
Fixed income outlook: Twin peaks
In the past 50 years, every single recessionary peak in credit spreads has been preceded by a peak in government bond yields.
20-09-2022 | Insight
Finland once again the world’s sustainability champion
Finland once again the world’s sustainability champion
Finland and its Nordic neighbors maintain top sustainability status; Russia plunges.
20-09-2022 | Insight
The Introductory Guide to Net Zero 2050 Climate Equities
The Introductory Guide to Net Zero 2050 Climate Equities
Climate change is the biggest challenge facing humanity – and it’s also the biggest investment opportunity.
16-09-2022 | Insight
Podcast: Has the sustainability premium vanished?
Podcast: Has the sustainability premium vanished?
It’s been a gruelling year so far for financial markets, including for equities.
13-09-2022 | Podcast
Indices insights: Does climate beta pick up on climate risk?
Indices insights: Does climate beta pick up on climate risk?
Our climate beta measure quantifies how sensitive a stock is to the transition to a low-carbon economy.
13-09-2022 | Insight
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