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2023年は現代版奴隷制と公正な移行が重要なエンゲージメント・テーマに
2023年は現代版奴隷制と公正な移行が重要なエンゲージメント・テーマに
現代版奴隷制への対応と、排出量ネットゼロへの公正な移行(Just Transition)の推進が、ロベコのアクティブオーナーシップ・チームが2023年に取り組むエンゲージメント・テーマの中核となります。
10-01-2023 | インサイト
クレジット・アウトルック:金利上昇懸念から格下げ懸念へ
クレジット・アウトルック:金利上昇懸念から格下げ懸念へ
景気後退入りの確率が上昇する過程で、市場では銘柄間のばらつきが拡大する見通しです。
30-12-2022 | 四半期アウトルック
債券アウトルック:リセッション・トレード
債券アウトルック:リセッション・トレード
2022年の利上げ、インフレ圧力に続き、現在は景気後退リスクに直面しています。
30-12-2022 | インサイト
Index solutions that run the gamut of sustainability
Index solutions that run the gamut of sustainability
Passive and sustainable investing are two key trends that have emerged in the asset management industry.
30-01-2023 | インタビュー
Social impacts of AI and gaming lead Active Ownership Q4 report
Social impacts of AI and gaming lead Active Ownership Q4 report
Technology can be a wonderful enhancement to our lives – and also a danger to health and security.
27-01-2023 | Active Ownership Report
SI Dilemma: How important are SI badges?
SI Dilemma: How important are SI badges?
Would an asset manager dare to turn down a sustainability badge?
26-01-2023 | News
SI Outlook & Engagement Themes for 2023
SI Outlook & Engagement Themes for 2023
The focus on sustainable investment has never been greater as we look for solutions to the challenges facing humanity.
19-01-2023 | Webinar
Is swapping a good alternative to divesting?
Is swapping a good alternative to divesting?
Similar to divestment, swapping is a way to establish zero economic exposure to excluded firms.
19-01-2023 | インサイト
Despite crypto winter, Digital Asset projects are still thriving
Despite crypto winter, Digital Asset projects are still thriving
Investors should focus on the disruptive potential of the blockchain-based ecosystem in finance and the wider economy, not speculation in cryptocurrencies.
18-01-2023 | インサイト
Central bank watcher: Shifting gears
Central bank watcher: Shifting gears
The past year has been a remarkable one for monetary policy.
09-01-2023 | インサイト
A bevy of black swans: Surprises that could derail the 2023 outlook
A bevy of black swans: Surprises that could derail the 2023 outlook
Investors are looking forward to a new year that has one redeeming quality – it doesn’t mirror the annus horribilis of 2022.
06-01-2023 | 月次アウトルック
Finland and Norway claim top honors in latest Country Sustainability Rankings
Finland and Norway claim top honors in latest Country Sustainability Rankings
A trio of Nordic nations made another clean sweep of the final country sustainability rankings of 2022.
06-01-2023 | インサイト
Podcast: Après Montreal – Biodiversity is also about opportunity
Podcast: Après Montreal – Biodiversity is also about opportunity
There’s agreement that measures to halt and reverse biodiversity loss are now critical.
28-12-2022 | ポッドキャスト
SI Dilemma: To ESG or not to ESG? The burden of proof is increasing
SI Dilemma: To ESG or not to ESG? The burden of proof is increasing
As a responsible and sustainable investor for many years, I am used to being asked many critical questions.
22-12-2022 | SI Dilemmas
Rising investor opportunities on the path to net zero
Rising investor opportunities on the path to net zero
COP27 should accelerate investments in asset classes that can help the climate transition, says multi-asset investor Aliki Rouffiac.
08-12-2022 | 月次アウトルック
Indices insights: Can Value’s climate risk be neutralized without reducing returns?
Indices insights: Can Value’s climate risk be neutralized without reducing returns?
By integrating climate beta in an investment strategy, a portfolio’s sensitivity to climate transition risk can be neutralized – while still earning similar long-term returns.
07-12-2022 | インサイト
投資家が地球の課題解決に貢献する方法とは
投資家が地球の課題解決に貢献する方法とは
気候変動や生物多様性喪失は、既に深刻な損失を引き起こしており、社会全体を巻き込んだ迅速な対応が求められます。
02-12-2022 | ビデオ
サステナブル投資を通じて気候変動に貢献
サステナブル投資を通じて気候変動に貢献
気候変動は世界が直面する根源的な課題と言えますが、その解決策への魅力的な投資機会ももたらします。
01-12-2022 | ビデオ
投資家は地球の生物多様性保全に貢献すべき
投資家は地球の生物多様性保全に貢献すべき
気候変動と並ぶ喫緊の課題である生物多様性の喪失は、既に世界経済や金融市場に影響を及ぼしており、それを理解することはとても重要です。
25-11-2022 | ビデオ
SI Dilemma: Keeping on course for net zero by 2050
SI Dilemma: Keeping on course for net zero by 2050
The COP27 climate summit delivered a few wins, but was disappointing overall.
24-11-2022 | SI Dilemmas
Short-sightedness, rates moves and a potential boost for Value
Short-sightedness, rates moves and a potential boost for Value
The strong Value rebound from its 2018-2020 winter has triggered numerous questions on whether it can sustain this run.
18-11-2022 | インサイト
2023 Outlook: Short-term pain, long-term gain
2023 Outlook: Short-term pain, long-term gain
We believe 2023 will offer a considerable brightening of the return outlook for major asset classes.
17-11-2022 | 年次アウトルック
Podcast: Nowhere near an equilibrium between growth and value
Podcast: Nowhere near an equilibrium between growth and value
Value has proven over the past two years that it’s not dead, after all.
08-11-2022 | ポッドキャスト
Investing in the transition to a nature positive world through new biodiversity strategy
Investing in the transition to a nature positive world through new biodiversity strategy
Protecting the Earth’s biodiversity has become as urgent as tackling climate change.
03-11-2022 | Webinar
ロベコ、生物多様性株式戦略の運用を開始
ロベコ、生物多様性株式戦略の運用を開始
2022年10月31日: ロベコは、ロベコSAM生物多様性株式戦略を設定・運用を開始しました。
31-10-2022 | プレスリリース
Five things you need to know about biodiversity investing
Five things you need to know about biodiversity investing
Protecting biodiversity has become as important as tackling climate change.
31-10-2022 | インサイト
Engaging to improve diversity and resource management
Engaging to improve diversity and resource management
Addressing the impacts that companies have on society and natural resources leads the Active Ownership team’s third-quarter report.
28-10-2022 | Active Ownership Report
SI Dilemma: Do we need perfect ESG data?
SI Dilemma: Do we need perfect ESG data?
The most persistent topic of discussion in sustainable investing is ‘when will the data be good enough?
27-10-2022 | SI Dilemmas
Manager in the middle
Manager in the middle
24-10-2022 | Daily sketch
Robeco to launch Biodiversity Equities strategy
Robeco to launch Biodiversity Equities strategy
A new Robeco investment strategy targets companies that can benefit from the transition to a nature-positive world.
21-10-2022 | インサイト