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Visión de mercado

M&A in fintech: when will the music play again?
M&A in fintech: when will the music play again?
While potential mergers and acquisitions (M&A) are not the primary focus of the Robeco FinTech and New World Financials strategies, these are obviously always a welcome development.
11-05-2020 | Visión
This time, banks are part of the solution
This time, banks are part of the solution
Compared to conditions during the global financial crisis, the health of the banking sector and the environment for banking are now significantly different.
22-04-2020 | Visión
Seizing opportunities offered by the major trends in the financial sector in 2020
Seizing opportunities offered by the major trends in the financial sector in 2020
Prospects for Robeco’s FinTech and New World Financials funds remain bright.
21-02-2020 | Visión
Five reasons to invest in fintech
Five reasons to invest in fintech
The growing trend for cashless payments is causing huge demand for the financial technology that powers it – fintech.
28-10-2019 | Visión
El próximo paso en FinTech: los facilitadores de ecosistemas
El próximo paso en FinTech: los facilitadores de ecosistemas
El boom del FinTech y los sistemas digitales de pago continúa de forma incansable.
22-10-2019 | Visión
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 | Visión
Leveraging new technologies in finance
Leveraging new technologies in finance
We currently see a number of specific developments that make fintech an interesting investment theme for next year.
27-11-2018 | Visión
Tres megatendencias que modelan nuestro mundo
Tres megatendencias que modelan nuestro mundo

Tres megatendencias que ejemplifican cada una de las vertientes del espectro ASG (ambiental, social y de gobierno corporativo) están configurando el mundo de la

01-11-2018 | Visión
The A-G of trends in fintech
The A-G of trends in fintech
Investors looking for returns in fintech should focus on the A-G of developments, Robeco’s trends experts say in a new white paper.
14-09-2018 | Investigación
Robeco incorpora a un ciberexperto a su proceso de inversión
Robeco incorpora a un ciberexperto a su proceso de inversión
Robeco ha incorporado el pasado año a un ciberexperto a su proceso de inversión.
10-07-2018 | Visión
Fintech: ¿moda pasajera o tendencia de crecimiento a largo plazo?
Fintech: ¿moda pasajera o tendencia de crecimiento a largo plazo?
Las Fintech son tremendamente populares entre inversores tanto profesionales como minoristas.
25-06-2018 | Entrevista
Fintech: invertir en el futuro digital del sector financiero
Fintech: invertir en el futuro digital del sector financiero
El negocio bancario tradicional está experimentando una transformación radical.
04-12-2017 | Visión
Deuda financiera: todo se reduce a intereses y calidad crediticia
Deuda financiera: todo se reduce a intereses y calidad crediticia
La deuda financiera subordinada ofrece rentabilidades superiores a las del crédito no financiero, y los inversores están empezando a darse cuenta de ello.
24-11-2017 | Visión
Financial sector back in vogue with bond investors
Financial sector back in vogue with bond investors
Guess who’s back, banks are back.
08-06-2017 | Visión
Value in subordinated insurance debt
Value in subordinated insurance debt
“As spreads on insurance bonds widened last year, we increased our exposure to insurance bonds.
04-05-2017 | Visión
Higher yields are boosting financial credits
Higher yields are boosting financial credits
The recent rise in yields has boosted the performance of financial credits, the subordinated segment in particular.
21-12-2016 | Visión
Robeco New World Financial Equities: no ordinary financials fund
Robeco New World Financial Equities: no ordinary financials fund
Don't expect the standard list of banks, insurers and asset managers in the portfolio of Robeco New World Financial Equities.
27-06-2016 | Visión
How will blockchain impact the financial industry?
How will blockchain impact the financial industry?
Distributed ledger technology, such as blockchain, has been gaining a lot of attention as the underlying infrastructure of Bitcoin.
20-05-2016 | Investigación
The future of asset management
The future of asset management
The asset management industry is going to change substantially in the coming years.
14-04-2016 | Investigación
Robeco High Yield Bonds: obtener más de lo que se compra
Robeco High Yield Bonds: obtener más de lo que se compra
Ante la volatilidad del mercado de deuda high yield, el proceso de inversión de Robeco High Yield Bonds debe demostrar su solidez.
02-03-2016 | Visión
The impact of ESG on credit analysis: an example from the banking sector
The impact of ESG on credit analysis: an example from the banking sector
In our previous edition we explained the integration of Environmental, Social and Governance (ESG) factors in the analysis of stocks.
05-07-2013 | Investigación