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Aktuelle Analysen

Den relevanten Ball im Blick behalten
Den relevanten Ball im Blick behalten
Ich weiß eine ganze Menge.
19-10-2020 | Kolumne
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 | Quartalsausblick
Gradually preparing for a rotation
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | Einblicke
Notes from a small island - how King Coal was dethroned in Britain
Notes from a small island - how King Coal was dethroned in Britain
Take a bow, Britain!
15-07-2020 | Spannende Zahlen
‘ESG has worked as a performance cushion during the sell-off’
‘ESG has worked as a performance cushion during the sell-off’
Chris Berkouwer talks about how his Sustainable Global Stars Equities strategy has weathered the storm during the Covid-19 sell-off, with the sustainable profile working as a performance cushion.
07-05-2020 | Video
Knifflige Frage: China oder USA?
Knifflige Frage: China oder USA?
Wenn es etwas gibt, was mich derzeit stark beschäftigt, dann ist es nicht die Volatilität an den Finanzmärkten.
15-04-2020 | Kolumne
Is it time to favor North Asia over the US?
Is it time to favor North Asia over the US?
We thought we had seen it all, or almost all, and then the ball comes out of left field.
14-04-2020 | Quartalsausblick
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Strong volatility.
26-03-2020 | Einblicke
Setzen Sie auf die Außenseiter!
Setzen Sie auf die Außenseiter!
Lassen Sie mich so viel vorab sagen: Das vor uns liegende Jahr scheint ein gutes Jahr für globale Aktien zu werden.
27-01-2020 | Kolumne
From alchemy to gold – how ESG adds value in a Robeco fund
From alchemy to gold – how ESG adds value in a Robeco fund
Sustainability was responsible for 20% of the outperformance in a Robeco fund over three years, new analysis shows.
23-01-2020 | Einblicke
Look for the underdog
Look for the underdog
The year ahead is shaping up as a good one for global equities.
21-01-2020 | Quartalsausblick
A trillion trees could stabilize global warming
A trillion trees could stabilize global warming
Planting a trillion trees would be enough to stop global warming from escalating, studies have found.
17-01-2020 | Spannende Zahlen
The brand-new pinball style
The brand-new pinball style
The past few weeks have been filled with news of US-China trade talks and Brexit.
23-10-2019 | Quartalsausblick
‘Making the portfolio more concentrated hasn’t made it more risky’
‘Making the portfolio more concentrated hasn’t made it more risky’
“The only way to create alpha is to deviate from the benchmark.
14-10-2019 | Podcast
How ESG aids outperformance in Global Stars Equities
How ESG aids outperformance in Global Stars Equities
Robeco has long believed that embracing sustainability investing can lead to a better risk/return profile.
10-05-2019 | Einblicke
CO2 is at highest level for three million years
CO2 is at highest level for three million years
The amount of carbon dioxide in the atmosphere is now at a level last seen in prehistoric times, new research shows.
06-05-2019 | Spannende Zahlen
This time it’s different
This time it’s different
After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
18-04-2019 | Quartalsausblick
Move to the Cloud drives IT spending higher
Move to the Cloud drives IT spending higher
Technology investments continue to grow at a very healthy pace.
28-03-2018 | Einblicke
Auto industry business models set to significantly change
Auto industry business models set to significantly change
The business models of global automotive industry players will significantly change in the coming years as car use is transformed, say Robeco’s sustainability specialists.
14-02-2017 | Report zu Active Ownership
Investment fund Robeco moves away from the index
Investment fund Robeco moves away from the index
Robeco NV is to adopt a more distinctive character.
20-12-2016 | Einblicke
Robeco Global Stars Equities: investing with higher conviction
Robeco Global Stars Equities: investing with higher conviction
Jan Keuppens and Willem Schramade explain how ESG is integrated in the analysis and valuation of equities for Robeco Global Stars Equities.
21-09-2015 | Einblicke
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