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Insights

Solving the sustainable investment dilemma
Solving the sustainable investment dilemma
Combining quant and sustainable investing efficiently requires expertise.
25-05-2020 | Interview
Blokland’s daily sketch
Blokland’s daily sketch

A new wave of volatility is on the horizon

25-05-2020
Graph of the week
Graph of the week
Is value investing dead?
22-05-2020 | Insight
Value ain’t dead
Value ain’t dead
Value stocks have underperformed growth stocks over the past decade.
20-05-2020 | From the field
Podcast: Some factors are more equal than others
Podcast: Some factors are more equal than others
Is Value broken?
14-05-2020 | Podcast
Covid-19 driving trends: a foot on the brake or the accelerator?
Covid-19 driving trends: a foot on the brake or the accelerator?
The unprecedented global policy response to the Covid-19 outbreak has brought us into uncharted territory regarding its future socio-economic fallout, and therefore presents major navigational challenges for investors.
13-05-2020 | Insight
Factor investing: will the benefit of having a small and mid-cap tilt return?
Factor investing: will the benefit of having a small and mid-cap tilt return?
The March 2020 market sell-off hit small and mid-caps stocks especially hard.
11-05-2020 | Insight
M&A in fintech: when will the music play again?
M&A in fintech: when will the music play again?
While potential mergers and acquisitions (M&A) are not the primary focus of the Robeco FinTech and New World Financials strategies, these are obviously always a welcome development.
11-05-2020 | Insight
Will the oil price crash lower carbon footprints?
Will the oil price crash lower carbon footprints?
An historic plunge in the oil price has raised hopes that carbon footprints could be permanently cut – but this may be wishful thinking.
08-05-2020 | Monthly outlook
Robeco publishes Q1 2020 Active Ownership report
Robeco publishes Q1 2020 Active Ownership report
New engagement themes lead the coverage in Robeco’s latest Active Ownership report – a quarter that saw the first impact of Covid-19.
07-05-2020 | Active Ownership Report
‘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
Pioneers never rest on their laurels
Pioneers never rest on their laurels
It had to be taken, that one photo.
04-05-2020 | Interview
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 | Insight
The city with that sinking feeling
The city with that sinking feeling
If the mountain will not come to Muhammad, then Muhammad must go to the mountain.
01-05-2020 | Stunning statistics
Central bank watcher: Rates in lockdown for longer
Central bank watcher: Rates in lockdown for longer
Central banks have stepped up to the plate by delivering significant amounts of easing.
28-04-2020 | Insight
Now more than ever, it’s time to think outside the Fama-French factor box
Now more than ever, it’s time to think outside the Fama-French factor box
2010-2019 was a lost decade for the Fama-French factors.
28-04-2020 | Research
Online meal delivery: Growth potential intact despite Covid-19 headwinds
Online meal delivery: Growth potential intact despite Covid-19 headwinds
The digitalization of consumption is one of the structural changes our Global Consumer Trends strategy focuses on.
28-04-2020 | Insight
Greening the bond market
Greening the bond market
Green bond issuance has developed healthy momentum over recent years.
24-04-2020 | Insight
Appraising home bias exposure
Appraising home bias exposure
The home market bias is one of the clearest examples of behavioral biases among investors.
22-04-2020 | From the field
This time, banks are part of the solution
This time, banks are part of the solution
Compared to conditions during the global financial crisis, the health of the banking sector and the environment for banking are now significantly different.
22-04-2020 | Insight
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 | Insight
The link between ESG and performance: SDG Credits stands the test
The link between ESG and performance: SDG Credits stands the test
“An attribution analysis confirms our view that screening credit holdings for their sustainability characteristics is positive for performance,” says Guido Moret, Robeco’s Head of Sustainability Integration Credits.
21-04-2020 | Insight
Tackling the take-make-waste economy
Tackling the take-make-waste economy
Robert-Jan van Ogtrop talks circular economy.
21-04-2020 | Interview
How a better gender balance boosts profits
How a better gender balance boosts profits
Gender equality not only makes for a better workforce – it can be shown to enhance returns, a unique study shows.
20-04-2020 | Insight
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 | Insight
Robeco publishes Stewardship Report 2019
Robeco publishes Stewardship Report 2019
Active Ownership has always been an important part of Robeco’s sustainable investing capability.
16-04-2020 | Active Ownership Report
The conundrum: China or the US?
The conundrum: China or the US?
If you ask me what keeps my mind busy at the moment, I can tell you that it is not market volatility.
15-04-2020 | Column
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 | Quarterly outlook
Podcast: Navigating the Covid-19 sell-off and the path to a new normal
Podcast: Navigating the Covid-19 sell-off and the path to a new normal
“This crisis is different from previous ones, because our investment teams have to deal with it by working remotely.
09-04-2020 | Podcast
Staying the course and being selective reaps long-term rewards in EM
Staying the course and being selective reaps long-term rewards in EM
Emerging markets equity strategies with their value tilt should typically underperform in risk-off markets.
08-04-2020 | Insight
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