Climate risk and portfolio decarbonization have become center stage
Insurance companies are directly exposed to climate risk, and face increasingly tighter scrutiny from regulators regarding its impact on their balance sheets.
14-01-2021
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インタビュー
Podcast: Challenge the consensus
Keep questioning the consensus in 2021, do your research and stay contrarian, says Victor Verberk, Robeco’s CIO Fixed Income in our latest podcast episode.
14-01-2021
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ポッドキャスト
Why human production needs to go on a diet
The weight of man-made objects on Earth now exceeds the mass of all living things, new research reveals.
13-01-2021
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Stunning statistics
Factor investing debates: Do big data and AI herald a new dawn for quant?
Factor investing is based on decades of publicly available empirical studies.
11-01-2021
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インサイト
Markets will mirror vaccination success
Vaccination rates acting as the key to ending the Covid-19 crisis are seen determining market success in early 2021.
08-01-2021
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月次アウトルック
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.
Keep questioning the consensus in 2021, says Victor Verberk, Robeco’s CIO Fixed Income and Sustainability.
07-01-2021
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インサイト
Climate transition and labor rights lead 2021 engagement themes
Tackling high-carbon funding and protecting labor rights in the post-Covid-19 world are Robeco’s main engagement themes for 2021.
07-01-2021
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インサイト
SI Opener: How do we align portfolios with climate ambitions?
The Net Zero Asset Managers initiative was launched in December, and Robeco is proud to be among the founding signatories.
24-12-2020
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SI Opener
‘We believe that businesses that promote gender equality have a competitive advantage’
Sustainable investing involves more than just investing in environmentally friendly income-producing vehicles.
22-12-2020
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インタビュー
Has Low Volatility lost its mojo?
2020 has been a difficult year for Low Volatility investors and this year’s performance has been truly challenging, amounting to a period of soul searching.
21-12-2020
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インサイト
EU gets ready for new sustainability framework
Sustainable investing will become more focused and much clearer across the EU under a new regulatory framework for asset managers and their funds.
21-12-2020
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インサイト
Podcast: Why I believe the quant winter will end
Will value stocks make a comeback in 2021?
17-12-2020
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ポッドキャスト
Robeco FinTech turns three as industry gathers momentum
In just a few years, fintech has gone from being a nice niche investment concept to become one of the most coveted playfields for equity investors.
14-12-2020
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インサイト
Sustainable thematic investing and UN SDGs, a natural fit
The UN’s Sustainable Development Goals (SDGs) provide an excellent framework for investors to seek returns while helping shape a more sustainable world.
11-12-2020
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インサイト
The road ahead for the SDGs
The Sustainable Development Goals (SDGs) have been taking sustainable investing to the next level.
10-12-2020
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年次アウトルック
Comparing pension funds’ ESG policies in the Nordics and the Netherlands
Northern European pension funds are at the forefront of the global move towards more sustainable investing.
10-12-2020
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インサイト
Guide to climate fixed income investing
Our publication explains how to stimulate decarbonization of the broader economy and society by investing in the winners of tomorrow.
09-12-2020
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インサイト
The Value tortoise is on the move
The availability of an effective Covid-19 vaccine may trigger a revival for Value investing, says Robeco strategist Peter van der Welle.
08-12-2020
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月次アウトルック
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
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ポッドキャスト
Robeco commits to net zero carbon ambition by 2050
Robeco is committing to achieving net zero greenhouse gas emissions across all its assets under management by 2050.
04-12-2020
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インサイト
After Biden’s win, all eyes remain on Covid-19 and the recovery
Joe Biden has been elected 46th US President, based on vote count.
04-12-2020
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インサイト
SI Digital Explore: The need to integrate ESG into the investment process
The structural integration of ESG information is not a simple overlay for investors, but should be structurally embedded in all aspects of portfolio building.
03-12-2020
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インサイト
Unlocking 5G’s potential
We believe 2021 will be an inflection point for 5G – and a select group of companies will reap the fruits of this powerful shift.
