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Insights

Keep a close eye on chips and ships
Keep a close eye on chips and ships
Investors looking for companies that can survive a recession should consider the ‘chips and ships’ scenario for navigating choppy waters.
07-10-2022 | Monthly outlook
Prescription drug superusers
Prescription drug superusers
07-10-2022 | Daily sketch
The energy shock will accelerate investment in smart energy solutions
The energy shock will accelerate investment in smart energy solutions
Today’s energy markets are polluting, inefficient, volatile and vulnerable.
07-10-2022 | Insight
Translating and integrating SI research into investments
Translating and integrating SI research into investments
Rachel Whittaker, Robeco’s Head of SI Research explains the value of sustainability research, its link to financial performance and how it is disseminated and integrated into Robeco's investment decisions.
06-10-2022 | Interview
Expected Returns 2023-2027 – Watch the full show
Expected Returns 2023-2027 – Watch the full show
A multiplicity of shocks have shaken markets, leading to an ‘Age of Confusion’ in which the many conflicting factors make it hard to predict what’s next.
06-10-2022 | Video
Staying on track with multi-factor credits in a tough market environment
Staying on track with multi-factor credits in a tough market environment
Peer group analysis shows the value of a systematic investment process that yields steady performance and diversification.
06-10-2022 | Insight
(No) food for thought over soaring prices
(No) food for thought over soaring prices
Rising food insecurity is unsettling markets and fueling inflation.
05-10-2022 | Insight
Saying ‘no’ when companies perform poorly on ESG
Saying ‘no’ when companies perform poorly on ESG
A stricter approach for governance and sustainability led to a higher number of votes against management during the AGM season.
04-10-2022 | Insight
Low Volatility portfolios cushion macroeconomic risks
Low Volatility portfolios cushion macroeconomic risks
Beyond general downside protection, Low Volatility portfolios are effective in softening the impact of various sources of systematic risk.
03-10-2022 | Research
Upgrading the grid is an urgent global priority
Upgrading the grid is an urgent global priority
A redesigned, rebuilt electricity network is a crucial enabler of the energy transition.
30-09-2022 | Insight
SI Dilemmas: To share or not to share IP – that is the question
SI Dilemmas: To share or not to share IP – that is the question
In August, Robeco announced that we are sharing our sustainable investing intellectual property, starting with our SDG framework.
29-09-2022 | SI Dilemmas
You have reached the next level: Sustainable Finance Disclosure Regulation Level II
You have reached the next level: Sustainable Finance Disclosure Regulation Level II
The EU Sustainable Finance Disclosure Regulation Level II will be in effect as of January 2023.
29-09-2022 | Webinar
Credit outlook: Trade and trust
Credit outlook: Trade and trust
Valuations have cheapened but this has not been broad-based enough.
28-09-2022 | Quarterly outlook
The emerging trade-off in global trade
The emerging trade-off in global trade
The multiplicity of recent shocks is shifting supply chain management away from efficiency towards resilience and sustainability.
28-09-2022 | Insight
Academic insights into using machine learning for valuation
Academic insights into using machine learning for valuation
Machine learning (ML) mispricing models are designed to detect hidden nonlinearities that are important in predicting the fundamental value of stocks.
26-09-2022 | Research
Asia-Pacific equities wait to emerge from the dollar’s shadow
Asia-Pacific equities wait to emerge from the dollar’s shadow
Asia-Pacific equities have been resilient in the face of dollar strength but many investors are staying on the sidelines.
23-09-2022 | Insight
5-year Expected Returns: The Age of Confusion
5-year Expected Returns: The Age of Confusion
Welcome to terra incognita, a new era in which the certainties that a generation of investors have grown so used to have started to crumble before our very eyes.
21-09-2022 | 5-Year outlook
Fixed income outlook: Twin peaks
Fixed income outlook: Twin peaks
In the past 50 years, every single recessionary peak in credit spreads has been preceded by a peak in government bond yields.
20-09-2022 | Insight
Finland once again the world’s sustainability champion
Finland once again the world’s sustainability champion
Finland and its Nordic neighbors maintain top sustainability status; Russia plunges.
20-09-2022 | Insight
The Introductory Guide to Net Zero 2050 Climate Equities
The Introductory Guide to Net Zero 2050 Climate Equities
Climate change is the biggest challenge facing humanity – and it’s also the biggest investment opportunity.
16-09-2022 | Insight
Podcast: Has the sustainability premium vanished?
Podcast: Has the sustainability premium vanished?
It’s been a gruelling year so far for financial markets, including for equities.
13-09-2022 | Podcast
Indices insights: Does climate beta pick up on climate risk?
Indices insights: Does climate beta pick up on climate risk?
Our climate beta measure quantifies how sensitive a stock is to the transition to a low-carbon economy.
13-09-2022 | Insight
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 | Insight
Four reasons why the worst is over for China
Four reasons why the worst is over for China
China has been a laggard in regaining economic momentum this year but there are reasons to believe the worst is now over.
12-09-2022 | Insight
Measuring sustainability performance: comparing an SDG score with ESG ratings
Measuring sustainability performance: comparing an SDG score with ESG ratings
Investors are seeking more powerful tools to measure how sustainable companies are.
09-09-2022 | Insight
This CIO's summer reading list on sustainability – and why you should read it too
This CIO's summer reading list on sustainability – and why you should read it too
Climate change is urgent, and a more comprehensive approach is needed to tackle it effectively.
09-09-2022 | Interview
Building back bond exposure
Building back bond exposure
The outlook for bond investing has improved.
08-09-2022 | Insight
Schrödinger’s economy – when should we open the box?
Schrödinger’s economy – when should we open the box?
Knowing the true state of the US economy will be key to assessing risks for the coming months, says multi-asset investor Colin Graham.
07-09-2022 | Monthly outlook
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 | Insight
Nowcasting growth to enrich the factors used for government bond selection
Nowcasting growth to enrich the factors used for government bond selection
We have added a quality measure for the selection of government bonds.
31-08-2022 | Insight
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