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Blokland’s daily sketch
Blokland’s daily sketch

The futile search for yield

25-11-2020 | Daily sketch
Quant solutions must look beyond the most conventional factors
Quant solutions must look beyond the most conventional factors
Quant strategies have come under pressure over the past two years.
24-11-2020 | Interview
Graph of the week
Graph of the week

Wees selectief

20-11-2020 | Visie
Step change in climate ambitions in the EU
Step change in climate ambitions in the EU
The EU has long had significant aspirations for the decarbonization of its economy.
17-11-2020 | Visie
Trend- en thematisch beleggen: over onrust op korte termijn heen stappen
Trend- en thematisch beleggen: over onrust op korte termijn heen stappen
In de wetenschappelijke literatuur komt steeds duidelijker naar voren dat slechts een handjevol aandelen het grootste deel van de aandeelhouderswaarde op lange termijn op de aandelenmarkt creëert.
16-11-2020 | Visie
Driving change at carmakers
Driving change at carmakers
A multi-decade transformational change has begun at carmakers that will identify the winners and losers for investors.
09-11-2020 | Visie
All eyes on fiscal stimulus as US awaits election results
All eyes on fiscal stimulus as US awaits election results
Investors should focus on likely levels of fiscal stimulus from the eventual winners of the US elections, says multi-asset investor Jeroen Blokland.
04-11-2020 | Visie
Engagement successes highlighted in Q3 Active Ownership report
Engagement successes highlighted in Q3 Active Ownership report
Engagement has always been one of Robeco’s strengths, as shown by work completed in the third quarter by the Active Ownership team.
30-10-2020 | Rapport actief aandeelhouderschap
'Most stocks do not outperform Treasury Bills in the long run'
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
30-10-2020 | Interview
Green hydrogen: powering the low-carbon future
Green hydrogen: powering the low-carbon future
Interview with Thiemo Lang, Senior Portfolio Manager, RobecoSAM Smart Energy and Smart Mobility strategies.
27-10-2020 | Interview
Interest rates – don’t be so negative
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | 5-jaars vooruitblik
Central bank watcher: The great repression
Central bank watcher: The great repression
Monetary authorities are likely to continue repressing sovereign borrowing costs well below the nominal rate of economic growth, for years to come.
19-10-2020 | Visie
Houd de relevante bal in de gaten
Houd de relevante bal in de gaten
Ik weet best veel.
19-10-2020 | Column
Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | 5-jaars vooruitblik
Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | Quarterly outlook
Investing in the circular economy
Investing in the circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
16-10-2020 | Visie
The Big Book of trends and thematic investing
The Big Book of trends and thematic investing
De laatste jaren zijn trend- en themabeleggen uitgesproken populair geworden.
15-10-2020 | Visie
Reports of the death of the office are greatly exaggerated
Reports of the death of the office are greatly exaggerated
The widespread lockdowns of 2020 have proved that remote working is a valid alternative to traditional office working.
14-10-2020 | Visie
Low-risk stocks behave like bonds
Low-risk stocks behave like bonds
Low-risk stocks are very bond-like.
13-10-2020 | Research
Carbon pricing, asset allocation and climate goals
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020 | 5-jaars vooruitblik
Fixed income outlook: The autumn cluster
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | Visie
Expected Returns – watch the full show
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Video
Brave real world: the main takeaways from Expected Returns
Brave real world: the main takeaways from Expected Returns
The Covid-19 pandemic has completely changed the world, making it much harder for investors to navigate likely conditions for the major asset classes.
09-10-2020 | Video
Addressing carbon risk in investor portfolios
Addressing carbon risk in investor portfolios
Investors have a role to play in facilitating the transition to a low-carbon economy.
09-10-2020 | Video
The threat of inflation and its implication for rates
The threat of inflation and its implication for rates
To mitigate the economic effects of the Covid-19 pandemic, unprecedented policy support has been implemented by governments and central banks.
09-10-2020 | Video
Building more resilient garment supply chains
Building more resilient garment supply chains
Garment industry supply chains have been rocked by Covid-19, but corporate commitments to pay living wages remain on top of the agenda.
09-10-2020 | Visie
Tank bijna leeg, nieuwe brandstof gezocht
Tank bijna leeg, nieuwe brandstof gezocht
Met de Amerikaanse verkiezingen op komst en een opleving van Covid-19 zijn de markten dringend op zoek naar een stevige katalysator die ze hoger leidt, zegt strateeg Peter van der Welle.
08-10-2020 | Maandelijkse vooruitblik
Why diversity and demographics favor investing in India
Why diversity and demographics favor investing in India
Investors looking for growth may start turning to a diverse country with more middle-class consumers than the whole of Europe – India.
07-10-2020 | Visie
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Weinigen zullen tegenspreken dat de Covid-19-pandemie de wereld compleet heeft veranderd.
29-09-2020 | 5-jaars vooruitblik
Credit Outlook: De markten hebben al een vaccin
Credit Outlook: De markten hebben al een vaccin
De wereld smacht naar een vaccin dat de terugkeer naar ons normale leven mogelijk maakt.
29-09-2020 | Visie
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