spaines

Visión de mercado

Talk ‘22: ‘Digital currencies and the metaverse remind me of the internet 25 years ago’
Talk ‘22: ‘Digital currencies and the metaverse remind me of the internet 25 years ago’
We are on the cusp of a new digital wave, where even more things are going to become virtual, says Richard Speetjens, Head of Trends Investing.
08-12-2021 | Entrevista
El juego de la energía: por qué el litio sigue siendo el campeón indiscutible de los metales para baterías
El juego de la energía: por qué el litio sigue siendo el campeón indiscutible de los metales para baterías
Sus favorables factores estructurales, su bajo coste y su eficacia contrastada en los mercados de vehículos eléctricos hacen que el litio sea el candidato ideal para dotarse de exposición a las tendencias de la electrificación y la descarbonización.
18-11-2021 | Visión
The future of blockchain and cryptocurrencies
The future of blockchain and cryptocurrencies
Cryptocurrencies are moving towards becoming mainstream.
14-10-2021 | Evento digital
What's so cryptic about cryptocurrencies?
What's so cryptic about cryptocurrencies?
Bitcoin could qualify as digital gold, and the blockchain technology behind it has enormous potential, say quant researcher Laurens Swinkels and strategist Peter van der Welle.
13-10-2021 | Perspectiva a 5 años
Central Banks’ post-pandemic playbook
Central Banks’ post-pandemic playbook
Over the coming years, central banks will aim to unwind the massive support they have provided during the pandemic.
11-10-2021 | Evento digital
Expected Returns 2022-2026 – Watch the full show
Expected Returns 2022-2026 – Watch the full show
Things are heating up, in different senses of the phrase.
07-10-2021 | Evento digital
Fondo histórico lanza un nuevo estudio
Fondo histórico lanza un nuevo estudio
El agua es un recurso preciado, esencial no solo para el sustento de la vida y la salud, sino también para el desarrollo industrial y el crecimiento económico.
06-10-2021 | Investigación
The Big Book of Climate Investing
The Big Book of Climate Investing
El cambio climático es la mayor amenaza a la que se enfrenta la humanidad, y actualmente es una de las cuestiones más importantes para los inversores.
26-05-2021 | Visión
Soluciones: un problema planetario requiere un enfoque polifacético
Soluciones: un problema planetario requiere un enfoque polifacético
El cambio climático es un problema planetario que requiere soluciones profundas y radicales con efecto inmediato y a largo plazo.
14-05-2021 | Visión
The future of food and wellness – watch the discussion
The future of food and wellness – watch the discussion
Healthy appetites are a thing of the future, according to these trend investors
11-05-2021 | Vídeo
Bitcoin, el oro digital: una perspectiva multiactivos
Bitcoin, el oro digital: una perspectiva multiactivos
A menudo se achaca al bitcoin su elevada volatilidad, pero, el oro digital, podría tener cabida en una cartera multiactivos, dice el gestor Jeroen Blokland.
09-04-2021 | Perspectiva mensual
The healthy living trend is to stay in the long run
The healthy living trend is to stay in the long run
Rising health awareness coupled with increasing knowledge about what is favorable for the body are driving a broad trend towards a healthier lifestyle.
05-03-2021 | Visión
The future of energy will be renewable, electric and efficient
The future of energy will be renewable, electric and efficient
The election of Joe Biden as America’s 46th President is just one more important signal that change is imminent, for energy markets and the broader economy.
03-03-2021 | Visión
Why do ‘quality compounder’ stocks always look impossibly expensive?
Why do ‘quality compounder’ stocks always look impossibly expensive?
Trends investing focuses on the structural winners of secular growth trends, better known as ‘quality compounders’ – quality growth stocks able to compound shareholder value on a consistent basis.
08-01-2021 | Visión
‘Make, remake and reuse’ – let’s shift to a circular economy
‘Make, remake and reuse’ – let’s shift to a circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
02-12-2020 | Vídeo
Not all investable trends and themes are about fancy tech innovation
Not all investable trends and themes are about fancy tech innovation
While some of the most attractive trends and thematic investing narratives have to do with technology and innovation, it’s not always the case.
27-11-2020 | Visión
Green hydrogen: powering the low-carbon future
Green hydrogen: powering the low-carbon future
Interview with Thiemo Lang, Senior Portfolio Manager, RobecoSAM Smart Energy and Smart Mobility strategies.
27-10-2020 | Entrevista
Interest rates – don’t be so negative
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | Perspectiva a 5 años
Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | Perspectiva a 5 años
Invirtiendo en la economía circular
Invirtiendo en la economía circular
El apetito ilimitado de recursos, alimentado por los patrones lineales de producción y consumo, está superando la capacidad regenerativa del planeta.
16-10-2020 | Visión
Expected Returns – watch the full show
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Digital event
Brave real world: the main takeaways from Expected Returns
Brave real world: the main takeaways from Expected Returns
The Covid-19 pandemic has completely changed the world, making it much harder for investors to navigate likely conditions for the major asset classes.
09-10-2020 | Digital event
The threat of inflation and its implication for rates
The threat of inflation and its implication for rates
To mitigate the economic effects of the Covid-19 pandemic, unprecedented policy support has been implemented by governments and central banks.
09-10-2020 | Digital event
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Pocos lo dudan, la pandemia Covid-19 ha cambiado el mundo por completo.
29-09-2020 | Perspectiva a 5 años
Why the global population is unsustainable… because it is falling
Why the global population is unsustainable… because it is falling
A lower world population is great for sustainability, right?
15-09-2020 | Estadísticas extraordinarias
No bubble for tech, but can their mega-growth last?
No bubble for tech, but can their mega-growth last?
Tech stocks are not in a bubble that was pricked this week, though their staggering growth may not be sustainable, says Robeco investor Michiel Plakman.
10-09-2020 | Visión
Four ESG trends that will shape the post-Covid-19 world
Four ESG trends that will shape the post-Covid-19 world
A ‘once in a generation’ shock event, the coronavirus will impact the trajectory of ESG trends substantially.
08-09-2020 | Visión
Efectos del Covid-19 sobre las tendencias: ¿un pie en el freno o en el acelerador?
Efectos del Covid-19 sobre las tendencias: ¿un pie en el freno o en el acelerador?
La respuesta política global sin precedentes generada por el brote de Covid-19 nos ha llevado a territorio inexplorado en lo que respecta a sus posibles consecuencias socio-económicas.
13-05-2020 | Visión
Robeco publica su Informe de Buen Gobierno 2019
Robeco publica su Informe de Buen Gobierno 2019
La Titularidad Activa siempre ha sido una parte importante de las capacidades de inversión sostenible de Robeco.
16-04-2020 | Informe de titularidad activa
Robeco launches evocative sustainability campaign
Robeco launches evocative sustainability campaign
You don’t have to give up palm oil or plastics.
16-03-2020 | Entrevista