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市场观点

Central bank watcher: Work in progress
Central bank watcher: Work in progress
Financial markets are already giving a verdict on tighter monetary policy in US and European markets.
13-09-2022 | 市场观点
Learn from the birds and the bees – the urgency of biodiversity
Learn from the birds and the bees – the urgency of biodiversity
Protecting biodiversity has become as urgent as the need to tackle climate change, and investors can play a role.
06-09-2022 | 市场观点
Weighing the pros and cons of nuclear power as climate urgency grows
Weighing the pros and cons of nuclear power as climate urgency grows
Robeco has revised its stance on nuclear power as part of efforts to transition to a net zero economy.
12-07-2022 | 市场观点
Sustainable investing for insurers
Sustainable investing for insurers
The way in which insurers are treating sustainability and climate change has become more focused, a study by Milliman has revealed.
14-06-2022 | 市场观点
Quant chart: Value accelerates to strongest start in decades
Quant chart: Value accelerates to strongest start in decades
Value has achieved the best start to a calendar year in over 35 years.
16-05-2022 | 市场观点
拥抱投资业的可持续发展革命
拥抱投资业的可持续发展革命
全球兴起向可持续发展深度转变的浪潮,这对资产所有者和资产管理者而言意味着什么?Victor Verberk在Top1000基金大会的开幕式上作出了解答。
09-05-2022 | 市场观点
The Essentials of Climate Investing educational module
The Essentials of Climate Investing educational module
Climate change has become one of the biggest issues for investors - and our new online course will make sure you know enough about it.
02-05-2022 | 市场观点
Quant chart: Meme stock frenzy confirms short-selling signal
Quant chart: Meme stock frenzy confirms short-selling signal
After more than a year following the short squeeze in so-called meme stocks, the informational advantage of short-selling data resurfaces.
29-04-2022 | 市场观点
Sustainability Report 2021: Integrating sustainability into our investments and operations
Sustainability Report 2021: Integrating sustainability into our investments and operations
Robeco’s newly published Sustainability Report details our approach to integrating sustainability in our investments and operations.
28-04-2022 | 市场观点
Momentous year for SI highlighted in 2021 Stewardship Report
Momentous year for SI highlighted in 2021 Stewardship Report
A renewed urgency for tackling climate change and biodiversity loss, and a renewed focus on social issues.
25-04-2022 | Active Ownership Report
The road to climate investing – a journey for insurers
The road to climate investing – a journey for insurers
Climate change is a major issue for insurers as the industry signs up for net zero carbon commitments while also trying to maintain returns.
15-04-2022 | 市场观点
寒冬渐消融,价值股迎暖春
寒冬渐消融,价值股迎暖春
荷宝(Robeco)多元资产投资官及可持续性多元资产解决方案团队高级投资组合经理Colin Graham表示,在气候变化等因素的催化下,价值股必将延续复苏势头。
07-04-2022 | 月度展望
IPCC warns we’re not on track to limit global warming despite having the tools and know-how
IPCC warns we’re not on track to limit global warming despite having the tools and know-how
Latest insights from climate science underscore the need for a massive, near-term reallocation of capital toward low-carbon energy, transport and urban infrastructure.
05-04-2022 | 市场观点
PodcastXL: How to read the huge emerging markets discount
PodcastXL: How to read the huge emerging markets discount
Emerging markets look extremely cheap.
01-04-2022 | Podcast
Indices insights: Can passive investors integrate sustainability without sacrificing returns or diversification?
Indices insights: Can passive investors integrate sustainability without sacrificing returns or diversification?
In the third article of the Indices insights series, we highlight how sustainability integration is an accessible choice for passive investors.
29-03-2022 | 市场观点
荷宝2022年全球气候调研:亚太投资者发力可持续投资
荷宝2022年全球气候调研:亚太投资者发力可持续投资
荷宝(Robeco)连续第二年发布《年度气候调查》结果,揭晓投资者对气候变化相关机遇与风险的应对之道。
24-03-2022 | 市场观点
Podcast: Equity factors are even older than we thought
Podcast: Equity factors are even older than we thought
New Robeco research confirms that investors’ behavioral biases have been around since the days of the American Wild West.
21-03-2022 | Podcast
油价魔咒不再,经济放缓并非必然
油价魔咒不再,经济放缓并非必然
俄罗斯对乌克兰发起特别军事行动后,原油价格飙升,但未必会引发全球经济衰退。
08-03-2022 | 月度展望
Indices insights: Do ESG ratings align with the values of large investors?
Indices insights: Do ESG ratings align with the values of large investors?
This is the first article of a new series, Indices insights, in which we focus on some of the flaws of ESG ratings.
23-02-2022 | 市场观点
专家观点:大多数人都不是好的投资者
专家观点:大多数人都不是好的投资者
作为一家专业投资公司,荷宝(Robeco)联袂学界知名专家,以研究为导向制定投资策略,我们对此深以为豪。
22-02-2022 | 访问
准备抄底?应三思而后行!
准备抄底?应三思而后行!
股市1月回撤调整后似现抄底机会,但荷宝(Robeco)多元资产团队策略师Peter van der Welle建议投资者谨慎考虑是否重新入场。
08-02-2022 | 月度展望
Factoring carbon taxes into a Value strategy
Factoring carbon taxes into a Value strategy
Incorporating carbon taxes into a Value strategy at a stock level is equivalent to imposing carbon footprint constraints on the overall portfolio.
22-12-2021 | 研究
疫情之下,饮食健康引关注
疫情之下,饮食健康引关注
全球近三分之一的人口自新冠疫情暴发以来体重平均增加6.
06-12-2021 | Stunning statistics
企业利润高涨,股市再创新高
企业利润高涨,股市再创新高
企业盈利强劲增长带动美国股市逆宏观经济趋势,创造佳绩。
24-11-2021 | 月度展望
荷宝播客:从中国电力短缺谈到中国发展之道
荷宝播客:从中国电力短缺谈到中国发展之道
本期的荷宝播客,荷宝亚太区量化策略客户投资管理董事茹鹏和荷宝中国首席投资官鲁捷一起讨论了当今全球投资者最关注的几个中国相关话题:房地产行业、共同富裕以及中国科技发展等。
26-10-2021 | Podcast
荷宝资产管理获得外商独资私募证券投资基金管理人牌照,贯彻可持续投资的理念,持续深耕中国市场
荷宝资产管理获得外商独资私募证券投资基金管理人牌照,贯彻可持续投资的理念,持续深耕中国市场
2021 年 9 月 28 日,上海 —— 总部位于荷兰的全球资产管理公司荷宝资产管理(Robeco)宣 布,其外商独资企业 (WFOE) 荷宝私募基金管理(上海)有限公司已于 2021 年 9 月 27 日在中国 证券投资基金业协会登记成为私募证券投资基金管理人。
28-09-2021 | 声明
关于谨防不法分子假冒荷宝名义进行非法活动的风险提示及维权的声明
关于谨防不法分子假冒荷宝名义进行非法活动的风险提示及维权的声明
近日, 荷宝私募基金管理(上海)有限公司(以下简称“本公司”)发现有不法机构及个人通过互联网平台假冒荷宝名义开展非法活动, 对公众造成混淆和误导, 其行为已侵犯荷宝合法权益。
26-08-2021 | 声明
“股票狂欢派对”继续进行时
“股票狂欢派对”继续进行时
2021年下半年,自去年3月以来推动全球股市回暖的诸多因素仍在发挥作用。
12-08-2021 | 专栏
透过ESG参与致力改善后疫情时代用工实践
透过ESG参与致力改善后疫情时代用工实践
荷宝最新的参与主题确保劳动者得到充分保护,以及企业对劳工问题承担应有的责任。
12-08-2021 | 市场观点
荷宝CEO参加全球财富管理论坛:完善可持续性战略,支持绿色复苏
荷宝CEO参加全球财富管理论坛:完善可持续性战略,支持绿色复苏
7月24日,荷宝首席执行官Gilbert Van Hassel以视频形式参加了全球财富管理论坛2021北京峰会。
03-08-2021 | 视频