spaines

Visión de mercado

SI Opener: La mejor cura es la inversión en salud y prevención de enfermedades
SI Opener: La mejor cura es la inversión en salud y prevención de enfermedades
El Covid-19 ha puesto el foco en la salud.
06-04-2021 | SI Opener
Caring Economy: resiliencia en tiempos de incertidumbre
Caring Economy: resiliencia en tiempos de incertidumbre
Las inquietudes respecto a la salud y el bienestar se hacen notar cada vez más en la toma de decisiones de gasto de los consumidores.
01-04-2021 | Visión
The rising tide of Value won’t lift all boats equally
The rising tide of Value won’t lift all boats equally
The recent Value upswing has provided renewed hope of a comeback and ideal conditions for deep and consistent exposures to the style.
25-03-2021 | Visión
Bitcoin ventures into ‘teradollar’ territory
Bitcoin ventures into ‘teradollar’ territory
Bitcoin’s market capitalization passed the USD 1 trillion mark last month, after a whopping 500% year-on-year bounce, although prices quickly pulled back.
08-03-2021 | Estadísticas extraordinarias
SI Opener: La cadena de suministro cárnica, una grave amenaza para la salud del mundo
SI Opener: La cadena de suministro cárnica, una grave amenaza para la salud del mundo
No solo los “mercados de animales” están generando riesgos para la salud, como hemos visto con el Covid-19.
02-03-2021 | SI Opener
Spring has to come simply because economic fundamentals require it
Spring has to come simply because economic fundamentals require it
How do you perceive the quant equity winter?
26-02-2021 | Entrevista
We will set five-year carbon footprint reduction goals
We will set five-year carbon footprint reduction goals
Decarbonization in the making.
22-02-2021 | Entrevista
Investors use voting rights to address poor climate change policies
Investors use voting rights to address poor climate change policies
Companies that are not sufficiently decarbonizing will face opposition from shareholders, says Engagement Specialist Michiel van Esch.
19-02-2021 | Visión
Sustainability Yearbook 2021: 7,000 companies, 70 gold medalists
Sustainability Yearbook 2021: 7,000 companies, 70 gold medalists
S&P Global has published its annual yearbook showcasing the sustainability performance of the world’s largest companies.
10-02-2021 | Visión
Making solid progress in decarbonizing real estate
Making solid progress in decarbonizing real estate
Real estate companies have made good progress in reducing their carbon footprints following a three-year engagement.
08-02-2021 | Visión
Una recuperación al viejo estilo
Una recuperación al viejo estilo
El énfasis en el estímulo de la economía real hará que la recuperación tras el Covid-19 sea diferente de las anteriores.
05-02-2021 | Perspectiva mensual
When equity factors drop their shorts
When equity factors drop their shorts
How can you best construct an equity market neutral portfolio using a factor-investing approach?
01-02-2021 | Visión
China outlook 2021: Starting off the year on the right foot
China outlook 2021: Starting off the year on the right foot
Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020.
27-01-2021 | Visión
Más allá de los titulares de prensa
Más allá de los titulares de prensa
Los acontecimientos que se han ido desarrollando en el último trimestre han confirmado la validez de nuestra apuesta por la renta variable global.
25-01-2021 | Columna
It’s not growth vs value, it’s headline vs fundamentals
It’s not growth vs value, it’s headline vs fundamentals
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
22-01-2021 | Visión
Real estate stocks: A wedge in the dividend yield totem
Real estate stocks: A wedge in the dividend yield totem
Dividend yield is often seen as a crucial feature of investment strategies focusing on listed real estate stocks.
12-01-2021 | Visión
Los mercados dependen del éxito de las vacunaciones
Los mercados dependen del éxito de las vacunaciones
Las tasas de vacunación, que se consideran la clave para poner fin a la crisis del Covid-19, posiblemente condicionen la buena marcha del mercado durante el inicio de 2021.
08-01-2021 | Perspectiva mensual
SI Opener: Cómo alineamos las carteras con las aspiraciones sobre el clima
SI Opener: Cómo alineamos las carteras con las aspiraciones sobre el clima
En diciembre se lanzó la iniciativa Gestores de Activos Zero Neto, y Robeco se enorgullece de contarse entre los firmantes que la fundaron.
08-01-2021 | SI Opener
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
La tortuga value se mueve
La tortuga value se mueve
Según Peter van der Welle estratega de Robeco, la disponibilidad de una vacuna contra el Covid-19 eficaz puede ser el detonante que revitalice la inversión value.
08-12-2020 | Perspectiva mensual
Podcast: A great year for risky assets
Podcast: A great year for risky assets
With several vaccines on the way, 2021 promises to be a great year for equities.
07-12-2020 | Podcast
Tras la victoria de Biden, la atención se centra en el Covid-19 y la recuperación
Tras la victoria de Biden, la atención se centra en el Covid-19 y la recuperación
En base al recuento de votos, Joe Biden ha sido elegido 46º presidente de EE.
04-12-2020 | Visión
Perspectivas 2021: Resolver el trilema
Perspectivas 2021: Resolver el trilema
En 2021, el principal reto para las autoridades será encontrar el justo equilibrio entre tres cosas: la salud pública, el funcionamiento normal de la economía y la libertad personal.
19-11-2020 | Perspectiva anual
Trends and thematic investing: cutting through short-term noise
Trends and thematic investing: cutting through short-term noise
A growing body of academic literature shows that only a small number of listed stocks account for most of the long-term shareholder value created in the stock market.
16-11-2020 | Visión
Long read: Why I am more bullish than ever on quant
Long read: Why I am more bullish than ever on quant
Following more than two years of quant strategies generally underperforming sharply, investors are questioning whether quantitative investing is still viable.
11-11-2020 | Columna
Driving change at carmakers
Driving change at carmakers
A multi-decade transformational change has begun at carmakers that will identify the winners and losers for investors.
09-11-2020 | Visión
SI Opener: El sector de la salud precisa de una ética intachable para combatir el abuso de opioides
SI Opener: El sector de la salud precisa de una ética intachable para combatir el abuso de opioides
El sector de la salud suele considerarse una buena opción de inversión, tanto desde el punto de vista de los resultados financieros como del impacto.
09-11-2020 | SI Opener
Let the sun shine in – giant solar plants come online
Let the sun shine in – giant solar plants come online
The world’s two largest solar energy parks have come online – with enough generating capacity to power a major city.
03-11-2020 | Estadísticas extraordinarias
'Most stocks do not outperform Treasury Bills in the long run'
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
30-10-2020 | Entrevista
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