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Insights

Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Pay your way: Assessing corporate tax strategies
Pay your way: Assessing corporate tax strategies
It lacks the magnitude of climate change, but a company’s approach to paying tax is still critical when evaluating its sustainability.
17-07-2019 | Insight
Investing in a world of binary outcomes
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | Quarterly outlook
Seasonal patterns in individual stock returns
Seasonal patterns in individual stock returns
New insights on monthly stock return patterns.
10-07-2019 | From the field
What the Shareholders Right Directive II means for investors
What the Shareholders Right Directive II means for investors
An updated regulation regarding shareholder rights and obligations came into force on 9 June 2019.
08-07-2019 | Insight
Post G20 expect delays on a trade deal, but we still need one
Post G20 expect delays on a trade deal, but we still need one
Reaching a trade deal would be crucial for equity markets.
05-07-2019 | Insight
The digital toolbox: emergency care for our health care system
The digital toolbox: emergency care for our health care system
Is the end in sight for the malaises that plague today’s health care industry?
04-07-2019 | Insight
Stronger mandate for Modi bodes well for Indian reforms
Stronger mandate for Modi bodes well for Indian reforms
India needs jobs, infrastructure and renewed economic growth.
02-07-2019 | Insight
Media spotlight does not drive the Volatility effect in equities
Media spotlight does not drive the Volatility effect in equities
Investors’ appetite for stocks frequently mentioned in the news is often raised to explain the Volatility effect.
26-06-2019 | Insight
Gradual progress towards gender equality
Gradual progress towards gender equality
Companies still have a long way to go to make men and women equals in the workplace, a RobecoSAM study reveals.
24-06-2019 | Insight
Using engagement to unpick the Korean Discount
Using engagement to unpick the Korean Discount
Foreign investors can unlock value at Korean companies through engagement, says active ownership specialist Ronnie Lim.
20-06-2019 | Insight
How to invest in SDGs
How to invest in SDGs
It is estimated that the SDGs could unlock up to USD 12 trillion in market opportunities.
18-06-2019 | Video
The new Long March of China
The new Long March of China
China’s attempts to combat a trade war with the US present an uphill battle for emerging market assets, says strategist Peter van der Welle.
07-06-2019 | Monthly outlook
Looking for defensive European stocks? Follow the guide...
Looking for defensive European stocks? Follow the guide...
In order to thrive, quant strategies do not necessarily have to be black boxes.
28-05-2019 | Insight
Five reasons for strategic allocation to China A-shares
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
08-05-2019 | Insight
US-China trade talks – a tweet too far?
US-China trade talks – a tweet too far?
After weeks of positive noises coming from the US-China negotiations, with indications of an agreement by the end of this week, there was an abrupt shift in tone.
07-05-2019 | Emerging markets alert
Robeco publishes Q1 Active Ownership report
Robeco publishes Q1 Active Ownership report
It’s been a busy first quarter for Robeco’s Active Ownership team, led by the launch of our engagement themes for 2019.
29-04-2019 | Active Ownership Report
This time it’s different: best opportunities outside of the US
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Column
Surfing the hype cycle
Surfing the hype cycle
Henk Grootveld, Head of Trends Investing, explains how investors should approach the big trends of our time, such as digitization, climate change and sociodemographic shifts and how to tell a hype from a significant long-term development.
23-04-2019 | Insight
Tokenizing real assets
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019 | Insight
China's new economy takes root
China's new economy takes root
The Chinese economy is currently experiencing a downturn and we believe it will hit rock bottom in the second quarter.
16-04-2019 | Insight
Spending one bitcoin = 330,000 credit card transactions
Spending one bitcoin = 330,000 credit card transactions
The average bitcoin transaction now uses 330,000 times more energy than a credit card, new research shows.
11-04-2019 | Stunning statistics
Emerging markets: focusing on local names in consumer space
Emerging markets: focusing on local names in consumer space
Are emerging markets a promise that never delivers?
10-04-2019 | Insight
Battening down the hatches in risky assets
Battening down the hatches in risky assets
Investors fearing a downturn should not leave equity markets, but batten down some hatches in risky assets, says strategist Peter van der Welle.
08-04-2019 | Monthly outlook
Robeco Quarterly March 2019
Robeco Quarterly March 2019
The 11th edition of Robeco Quarterly – our quant, sustainability and research magazine – is out.
04-04-2019 | Magazine
Trends, industries and the quest for outperformance
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | Insight
Megatrends shape business and society
Megatrends shape business and society
Three powerful megatrends are shaping today’s world – transformative technology, ‘preserving Earth’ and changing sociodemographics.
25-03-2019 | Video
Five things you should know about trends investing
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
15-03-2019 | Insight
Risks to European equities are overstated
Risks to European equities are overstated
European stocks could become more attractive, as positive outcomes can be seen for their perceived risks, says Chief Economist Léon Cornelissen.
08-03-2019 | Monthly outlook
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

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