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Insights

Passive investing and sustainability are incompatible
Passive investing and sustainability are incompatible
Sustainability investing requires active choices and so cannot be done purely passively, Robeco quant specialists say.
18-01-2019 | Insight
Goldilocks vs Armageddon: It’s time to buy EM
Goldilocks vs Armageddon: It’s time to buy EM
We sold Goldilocks in the last quarter of 2018.
16-01-2019 | Column
The link between ESG and performance
The link between ESG and performance
Robeco has long believed in the benefits of sustainability investing.
09-01-2019 | Insight
‘We have a much better proposition than passive’
‘We have a much better proposition than passive’
Robeco’s Enhanced Indexing Equity strategies have enjoyed renewed popularity in recent months.
18-12-2018 | Insight
Beyond exclusions – how investors can approach SI
Beyond exclusions – how investors can approach SI
Some investors adopt a simple approach to sustainability investing by excluding certain companies from portfolios.
17-12-2018 | Insight
Fintech fund celebrates first anniversary with outperformance
Fintech fund celebrates first anniversary with outperformance
The growing trend for cashless payments is generating real money for Robeco’s Global Fintech Equities fund.
14-12-2018 | Insight
Best reads of 2018
Best reads of 2018
Find out more
Lessons from our 2018 ‘Super Quant’ internships
Lessons from our 2018 ‘Super Quant’ internships
Top-notch investment strategies require top-notch research.
05-12-2018 | Insight
Providing flexible SI solutions – two client cases
Providing flexible SI solutions – two client cases
Sustainability investing means different things to different people, and a one-size-fits-all approach does not work for everyone.
03-12-2018 | Insight
How Robeco approaches sustainability
How Robeco approaches sustainability
Robeco has a unique sustainability culture that goes back to the 1990s – and today it has never been more important to us.
27-11-2018 | Insight
 ‘We want to learn from centuries of investment history’
‘We want to learn from centuries of investment history’
Rules-based investing can be very transparent.
23-11-2018 | Insight
Breaking away from market-cap weighting is really important
Breaking away from market-cap weighting is really important
Mebane – or ‘Meb’ as he is known – Faber is co-founder and chief investment officer of Cambria Investment Management.
19-11-2018 | Interview
An alternative option to portfolio rebalancing
An alternative option to portfolio rebalancing
This paper proposes an option selling overlay to improve portfolio rebalancing.
07-11-2018 | From the field
Investment outlook 2019
Investment outlook 2019
Find out more
Thought smart beta indices had unlimited capacity? Think again!
Thought smart beta indices had unlimited capacity? Think again!
Following smart beta indices is a popular way to implement factor investing.
06-11-2018 | Insight
Oil will have to be written off at some point. But not yet!
Oil will have to be written off at some point. But not yet!
Stranded assets do not currently threaten the prosperity of oil companies, which still have a role to play in portfolios, says Chief Economist Léon Cornelissen.
22-10-2018 | 5-Year outlook
The potential rewards of diversifying away from US Equities
The potential rewards of diversifying away from US Equities
A perpetual problem for investors is deciding what assets to allocate to.
15-10-2018 | 5-Year outlook
Guide to low volatility investing
Guide to low volatility investing
This new edition includes recent figures and a new section on income generation.
03-10-2018 | Insight
Using crowdsourced employer reviews to select stocks
Using crowdsourced employer reviews to select stocks
Can crowdsourced data help investors take better decisions?
28-09-2018 | From the field
Most reported anomalies fail to hold up
Most reported anomalies fail to hold up
Empirical research should always be taken with a pinch of salt.
27-09-2018 | Interview
Achieving your investment goals with factors: reduce costs
Achieving your investment goals with factors: reduce costs
Factor-based strategies can help investors reduce management costs.
03-09-2018 | Insight
Value investing – this time it’s no different
Value investing – this time it’s no different
Value investing will come back into fashion, despite the long rally in growth investing, say market specialists Mike Mullaney and Dan Farren.
30-08-2018 | Insight
Selecting managers based on their past performance
Selecting managers based on their past performance
Is past performance of any use for investors?
28-08-2018 | From the field
 Risky CAPE ratios? Keep calm and reduce downside risk
Risky CAPE ratios? Keep calm and reduce downside risk
High CAPE ratio levels do not signify an imminent end to the bull market.
27-07-2018 | Insight
Big data & AI pose challenges for quant investors
Big data & AI pose challenges for quant investors
The advent of big data and artificial intelligence (AI) has emerged as a major game-changer for the financial industry.
03-07-2018 | Insight
The misguided beliefs of financial advisors
The misguided beliefs of financial advisors
Financial advice for private investors has been criticized to be costly or of low quality.
06-06-2018 | From the field
Factor investing is here to stay
Factor investing is here to stay
Factor investing has strong empirical backing and will not fade away.
28-05-2018 | Interview
Robeco wins 36 Lipper awards
Robeco wins 36 Lipper awards
Robeco has won 36 Lipper awards around the world for the risk-adjusted performance of eight funds.
28-05-2018 | Insight
Avoiding the retail apocalypse
Avoiding the retail apocalypse
A spate of corporate failures amid new expansion for e-commerce is accelerating the ‘retail apocalypse’, says trends investor Jack Neele.
09-05-2018 | Insight
Transitioning from procyclical to countercyclical behavior
Transitioning from procyclical to countercyclical behavior
Are large institutional investors pro- or countercyclical?
02-05-2018 | From the field
On the origins of factor investing
On the origins of factor investing
Where does factor investing come from?
26-03-2018 | Interview
Trading is an opportunity to capture alpha
Trading is an opportunity to capture alpha
Trading is often considered a necessary, but tedious and costly step of the investment process.
05-03-2018 | Insight

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