Transitioning from procyclical to countercyclical behavior
Are large institutional investors pro- or countercyclical?
02-05-2018
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From the field
Graham and Dodd Award puts Robeco’s research on credit factor investing in the spotlight
Already very popular in equity markets, factor investing is now catching on in other asset classes too, in particular for corporate bonds.
01-05-2018
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インサイト
Lukas Daalder has decided to leave Robeco
Lukas Daalder has decided to leave Robeco at the end of June for an opportunity elsewhere.
24-04-2018
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インサイト
Fact or fiction: SI has no clear impact on society
Sustainability investing has risen to become a high-profile form of managing money – but does it actually benefit anyone else?
23-04-2018
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インサイト
Keep your eye on the prize
What a difference three months make!
17-04-2018
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Column
The truth about sustainability investing: fact & fiction
Sustainability investing – you have probably heard of it, but do you have all the facts about it?
13-04-2018
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ビデオ
Fact-checking nine common ideas about sustainability investing
Interest in sustainability investing has picked up massively in recent years, and with the growing interest has come a growing misconception of what people think it means.
13-04-2018
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インサイト
The mystery of the weak greenback
The surprising weakness of the US dollar continues to puzzle markets, says Robeco investor Lukas Daalder.
10-04-2018
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月次アウトルック
The outlook for credits: active managers are coming to life
Although fundamentals are positive with a global economy firing on all cylinders, risky assets are expensive.
10-04-2018
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四半期アウトルック
Watch your Term Premium!
It crops up as a topic of discussion every now and again: the ‘term premium’.
09-04-2018
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インサイト
Failing to capture factor premiums because of poor timing
Looking for an explanation to the value effect?
04-04-2018
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From the field
‘We select engagement themes in a very structured way’
Robeco’s Active Ownership team has selected five new engagement themes for 2018.
03-04-2018
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インサイト
The Formula: Maximum drawdown
Preservation of capital and a steady performance are important considerations in investing.
02-04-2018
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インサイト
Robeco issues Sustainability Report 2017
On Thursday 29 March 2018, Robeco published its Sustainability Report 2017.
29-03-2018
US trade war could extinguish overheating
Tariffs could unwittingly act as an antidote to US economic overheating, says Chief Economist Léon Cornelissen.
28-03-2018
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インサイト
Move to the Cloud drives IT spending higher
Technology investments continue to grow at a very healthy pace.
28-03-2018
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インサイト
The battle for Frankfurt
Spain is back.
27-03-2018
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Column
Fama-French 5-factor model: five major concerns
In 2015, Nobel prize laureate Eugene Fama and fellow researcher Kenneth French revamped their famous 3-factor model.
