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市场观点

荷宝CIO寄给2021年:逆向投资
荷宝CIO寄给2021年:逆向投资
2020年是艰难的一年。
25-02-2021 | 市场观点
Guide to climate fixed income investing
Guide to climate fixed income investing
Our publication explains how to stimulate decarbonization of the broader economy and society by investing in the winners of tomorrow.
09-12-2020 | 市场观点
信用债展望:市场已具“免疫力”
信用债展望:市场已具“免疫力”
当前,新冠疫情这场百年一遇的全球健康危机仍在持续。
13-11-2020 | 市场观点
低迷市场之下,谨慎静候良机
低迷市场之下,谨慎静候良机
荷宝多元资产团队策略师Peter van der Welle指出,由于美国大选和新冠疫情等不利因素,股市上涨或需强力助推。
29-10-2020 | 月度展望
荷宝旗下所有共同基金将全面排除化石燃料投资
荷宝旗下所有共同基金将全面排除化石燃料投资
荷宝决定旗下所有共同基金全面排除涉及动力煤、油砂和北极圈油气开采的投资,在可持续投资之路上向前迈出重要一步。
14-10-2020 | 市场观点
债市魅力不再?
债市魅力不再?
荷宝多元资产团队投资组合高级经理Jeroen Blokland表示,随着全球经济不断好转,债券市场的吸引力逐渐落后于股票市场。
24-09-2020 | 月度展望
改变世界的四大ESG趋势
改变世界的四大ESG趋势
新冠疫情以来,各国为遏制疫情采取了隔离封锁措施,对经济乃至ESG的未来走向都产生了前所未有的影响。
16-09-2020 | 市场观点
采矿业:能源转型道路上的“绊脚石”?
采矿业:能源转型道路上的“绊脚石”?
采矿业往往被视为可持续发展道路上的“绊脚石”。
16-09-2020 | SI Opener
糖+新冠=危!
糖+新冠=危!
荷宝ESG engagement(管理参与团队)专家Peter van der Werf表示:“饮食中的糖分在新冠肺炎致死病例中或扮演了不为人知的角色。
18-08-2020 | 市场观点
荷宝与RobecoSAM荣获2020年负责任投资原则最高分
荷宝与RobecoSAM荣获2020年负责任投资原则最高分
在负责任投资原则(PRI)的可持续性投资的所有评估模块中,荷宝(Robeco) 与 RobecoSAM获得了最高得分(A+)[1]。
17-08-2020 | 市场观点
三大趋势统领全球股市
三大趋势统领全球股市
过去三个月中,我们深刻认识到:一、不能忽略中国市场;二、可持续投资是大势所趋;三、价值并没有消失,而是以另一种形式存在,就像精致的陶瓷餐具,只有在值得庆祝的重要时刻(宏观经济数据向好时)才会展示出来,在琐碎平凡的日子里往往被束之高阁。
06-08-2020 | 市场观点
“欧盟下一代”复苏基金或成欧元再次崛起的催化剂
“欧盟下一代”复苏基金或成欧元再次崛起的催化剂

荷宝固定收益团队

23-07-2020 | 月度展望
The unique climate change risks facing insurers
The unique climate change risks facing insurers
Climate change has become undeniable, and no industry has greater exposure to its risks than the insurance sector.
02-07-2020 | 市场观点
荷宝鲁捷谈ESG:基金回报与积极社会影响可以兼得
荷宝鲁捷谈ESG:基金回报与积极社会影响可以兼得
22-05-2020 | 访问
油价暴跌对ESG究竟是福是祸?
油价暴跌对ESG究竟是福是祸?
油价遭遇历史性暴跌,人们开始期盼碳排放能实现永久性减少,但事实可能并非如此。
08-05-2020 | 月度展望
Covid-19 exposes weaknesses in country sustainability
Covid-19 exposes weaknesses in country sustainability
The coronavirus has highlighted how vulnerable a nation can become to a sudden crisis, RobecoSAM warns in a new report.
01-05-2020 | 市场观点
A negative oil price – a market quirk, or the ‘new normal’?
A negative oil price – a market quirk, or the ‘new normal’?
The price of US oil temporarily dipped below zero for the first time in history, which means an oil supplier has to pay someone to take it off their hands.
21-04-2020 | 市场观点
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 | 市场观点
采矿业与可持续投资:能否兼得?
采矿业与可持续投资:能否兼得?
荷宝投资组合经理Chris Berkouwer认为,投资者要减少碳足迹,首先要把矿业企业当作合作方,而非对立方。
02-04-2020 | 市场观点
新冠中的ESG投资
新冠中的ESG投资
31-03-2020 | 专栏
Market update: what now, what next?
Market update: what now, what next?
While it is never fun to be in the midst of a market meltdown, we have learned that this is a good time to be long-term, active investors.
16-03-2020 | 市场观点
四大央行观察日记:新冠疫情催生新一轮宽松政策
四大央行观察日记:新冠疫情催生新一轮宽松政策
新型冠状病毒在全球肆虐,迫使决策者和投资者重新评估其前景。
13-03-2020 | 市场观点
Podcast: Corona, oil price war and falling markets – what to do?
Podcast: Corona, oil price war and falling markets – what to do?
“If you wake up and see -6%, you know what kind of day it is going to be.
09-03-2020 | Podcast
当前对股市过于悲观还为时尚早
当前对股市过于悲观还为时尚早
新型冠状病毒疫情对全球的影响不仅局限于医疗健康领域,也蔓延到了金融领域。
25-02-2020 | 月度展望
2020年度荷宝关注的股东参与主题加入保护生物多样性和提高采矿安全性等新主题
2020年度荷宝关注的股东参与主题加入保护生物多样性和提高采矿安全性等新主题
荷宝每年就重大可持续主题与大约200家公司保持积极主动的对话,这些主题包括气候暖化、一次性塑料等涉及各投资领域的环境、社会责任和公司治理(ESG)问题。
24-02-2020 | 市场观点
Podcast: It’s time asset managers make money talk
Podcast: It’s time asset managers make money talk
If we start investing much more towards the long term, and to sustainable solutions, things will go very, very quickly, says Robeco CEO Gilbert Van Hassel.
22-01-2020 | Podcast
Spearheading the sustainable investing movement
Spearheading the sustainable investing movement
Gilbert Van Hassel discusses leadership in sustainable investing and the S&P Global partnership deal.
21-11-2019 | 访问
更理想的业绩,更美好的世界
更理想的业绩,更美好的世界
可持续性投资意味着要在不损害后代福利的前提下满足当前的需求。
27-09-2019 | 市场观点
荷宝固收季度展望:全球复苏有望 看好中国债市
荷宝固收季度展望:全球复苏有望 看好中国债市
近十年来的经验表明,与美联储或欧洲央行对着干不会有好的结果。
04-09-2019 | 季度展望
第三季度全球股市基本面
第三季度全球股市基本面
荷宝作为长期投资者,着眼于比较长远的社会经济趋势(点此阅读《荷宝观点 | 趋势投资:你不得不知的5件事》)。
12-07-2019 | 季度展望
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