spaines

Visión de mercado

SI Opener: La industria minera, una pieza esencial para avanzar hacia una economía más verde
SI Opener: La industria minera, una pieza esencial para avanzar hacia una economía más verde
La minería es un sector complejo, que a menudo se considera poco sostenible.
08-08-2020 | SI Opener
El streaming es el futuro de los medios audiovisuales
El streaming es el futuro de los medios audiovisuales
La digitalización del consumo es una de las tendencias en las que se centra nuestra estrategia Global Consumer Trends.
23-07-2020 | Visión
El Covid-19 protagoniza el ranking ASG por países
El Covid-19 protagoniza el ranking ASG por países
El último ranking por países de RobecoSAM revelan que los países más sostenibles les fue mejor en la contención del brote del virus.
21-07-2020 | Visión
Sizing up Chinese equities – a market too big to ignore
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
14-08-2020 | Visión
Blokland’s daily sketch
Blokland’s daily sketch
Should we worry about valuation?
14-08-2020
Robeco and RobecoSAM again receive top PRI scores
Robeco and RobecoSAM again receive top PRI scores
Robeco and RobecoSAM have again been awarded the highest possible sustainability scores by the Principles for Responsible Investment.
04-08-2020 | Visión
Pioneering climate engagement leads Q2 Active Ownership report
Pioneering climate engagement leads Q2 Active Ownership report
It was full steam ahead for Robeco’s Active Ownership team in the second quarter, despite the restrictions brought by Covid-19.
31-07-2020 | Informe de titularidad activa
Sugar’s role in coronavirus fatalities
Sugar’s role in coronavirus fatalities
The sugar content of food and drinks played an unseen role in the Covid-19 death toll, says engagement specialist Peter van der Werf.
29-07-2020 | Visión
Business leaders brainstorm the sustainable future at SI Explore
Business leaders brainstorm the sustainable future at SI Explore
Corporate leaders must get on the sustainability train, collaborate more with investors, embrace youth and see how everything is a sub-set of nature.
27-07-2020 | Visión
Graph of the week
Graph of the week

The complexity of a carbon intensity target

24-07-2020 | Visión
Señales verdes, value y el armario de la abuela
Señales verdes, value y el armario de la abuela
Los inversores nunca dejamos de aprender.
20-07-2020 | Visión
Factor investing debates: Should sustainability be considered a factor?
Factor investing debates: Should sustainability be considered a factor?
Factor investing and sustainability can make a good combination.
20-07-2020 | Visión
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 | Visión
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 | Estadísticas extraordinarias
Podcast: Our man in Hong Kong
Podcast: Our man in Hong Kong
Arnout van Rijn has been investing in Asia for 25 years; for more than half of this time, he has lived in Hong Kong.
08-07-2020 | Podcast
Fixed income outlook: Rising waves
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to take profit and adopt a patient stance.
08-07-2020 | Visión
SI Opener: La protección de los derechos humanos digitales en la era “post-Covid-19”
SI Opener: La protección de los derechos humanos digitales en la era “post-Covid-19”
Los datos digitales han experimentado un crecimiento que rebasa los límites de la imaginación, y pueden dar lugar a graves problemas relacionados con la privacidad y los derechos humanos, sobre todo cuando se trata de los delicados datos referentes a la salud que se están utilizando en la lucha contra el Covid-19.
08-07-2020 | SI Opener
Valor en el euro
Valor en el euro
Según los especialistas multiactivos de Robeco, el programa de estímulos de la UE para superar el Covid-19 podría ser el revulsivo para que el euro vuelva a apreciarse.
07-07-2020 | Perspectiva mensual
Broadening credit opportunities through emerging market corporate debt
Broadening credit opportunities through emerging market corporate debt
It is a misperception that emerging market companies are small, risky and single-focused.
03-07-2020 | Entrevista
Los riesgos singulares asociados al cambio climático a los que se enfrentan las aseguradoras
Los riesgos singulares asociados al cambio climático a los que se enfrentan las aseguradoras
El cambio climático es ya una realidad innegable, y ningún sector se encuentra tan expuesto a sus riesgos como el de los seguros.
02-07-2020 | Visión
Podcast: Straight talking about a circular future
Podcast: Straight talking about a circular future
Is rebuilding the global economy after Covid-19 an opportunity to fundamentally reboot economic systems?
01-07-2020 | Podcast
Linking economic activities with the SDGs
Linking economic activities with the SDGs
A new research paper has mapped the impact that economic activity has on achieving the UN’s Sustainable Development Goals.
30-06-2020 | Visión
New study reveals: you can predict when interest rates will rise
New study reveals: you can predict when interest rates will rise
Over the past decades, many empirical studies have examined the predictability of interest rates, so far with mixed results.
30-06-2020 | Visión
Perspectiva sobre el crédito: Las reglas han cambiado
Perspectiva sobre el crédito: Las reglas han cambiado
Nuestro “enemigo común” ha ocasionado que los responsables políticos adopten una serie de medidas masivas de estímulo, poco convencionales y coordinadas.
24-06-2020 | Visión
Data sets - the idiosyncratic momentum factor
Data sets - the idiosyncratic momentum factor
A research-driven approach is at the core of everything we do.
23-06-2020 | Data sets
Tendencias en crédito sostenible (energía) tras el Covid-19
Tendencias en crédito sostenible (energía) tras el Covid-19
Encontrar fuentes de energía asequibles, fiables y con bajas emisiones de carbono es un reto para los inversores del sector energético.
22-06-2020 | Visión
Factor investing debates: Should you time your factor exposures?
Factor investing debates: Should you time your factor exposures?
The debate on whether investors should tactically time their factor exposures is almost as old as the discovery of factors.
22-06-2020 | Visión
Central bank watcher: Fiscal financiers
Central bank watcher: Fiscal financiers
As economies reopen after the pandemic-induced lockdowns, the collateral damage to public finances is becoming evident.
18-06-2020 | Visión
Defining Quality: separating the wheat from the chaff
Defining Quality: separating the wheat from the chaff
Quality is a commonly accepted equity factor.
18-06-2020 | Investigación
Pandemic starts process of EMs decoupling from each other
Pandemic starts process of EMs decoupling from each other
China, Taiwan and South Korea are among the farthest ahead on the path of normalization.
11-06-2020 | Visión