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パッシブ運用による損失
パッシブ運用による損失
パッシブ運用は人気を集めていますが、実は深刻な懸念を伴います。
28-12-2017 | Column
アジアで注目が高まるサステナビリティ投資
アジアで注目が高まるサステナビリティ投資
先頃アジアを訪問し、多くの機関投資家の皆様とサステナビリティ投資についてお話する機会を得ましたが、このテーマに対する純粋な関心の高さに大変驚かされました。
01-12-2017 | Column
成熟期に入ったクレジット市場のファクター投資
成熟期に入ったクレジット市場のファクター投資
クレジット市場のファクター投資戦略が、投資家や研究者の大きな関心を集めています。
25-10-2017 | インサイト
Best economic links of the web 2018
Best economic links of the web 2018

Cooking the books in China according to the FT

16-01-2018
Graph of the week
Graph of the week
Markets go up and down?
12-01-2018 | インサイト
Why lower oil prices don’t always help the economy
Why lower oil prices don’t always help the economy
Lower oil prices don’t necessarily translate into higher economic growth, says Robeco strategist Peter van der Welle.
10-01-2018 | インサイト
ファクター投資の本質とは
ファクター投資の本質とは
ここをクリック
Stop whining about the US yield curve
Stop whining about the US yield curve
Talk of an inverted US yield curve flagging a recession is completely misplaced, says Robeco investor Lukas Daalder.
09-01-2018 | 月次アウトルック
An inconvenient truth about stranded assets
An inconvenient truth about stranded assets
The world needs to wake up to the problem of trillions of dollars’ worth of stranded fossil fuel assets, says climate change campaigner Al Gore.
08-01-2018 | インサイト
Are low-volatility stocks becoming expensive?
Are low-volatility stocks becoming expensive?
Due to uncertainty in financial markets, low-volatility stocks are in high demand.
04-01-2018 | リサーチ
A love letter to economic history from the credit team
A love letter to economic history from the credit team
The credit cycle is close to the end.
04-01-2018 | 四半期アウトルック
Anomalies remain strong in international equity markets after publication
Anomalies remain strong in international equity markets after publication
One oft-heard concern on factor investing is that factors could be arbitraged away.
03-01-2018 | From the field
China’s vertical forest - 10,000 tons of CO2
China’s vertical forest - 10,000 tons of CO2
An old Chinese proverb says: “The best time to plant a tree was 20 years ago; the second best time is now.
02-01-2018 | Stunning statistics
市場見通し 2018-2022
市場見通し 2018-2022
詳細を見る(英文)
Strong hands needed to unlock the potential of factor investing
Strong hands needed to unlock the potential of factor investing
The average investor is not good at timing.
22-12-2017 | インサイト
3 best viewed video insights of 2017
3 best viewed video insights of 2017
Did you miss any of our video insights this year?
21-12-2017 | ビデオ
Fact or fiction: sustainability means sacrificing performance
Fact or fiction: sustainability means sacrificing performance
Sustainability investing is subject to more myths than any other style of investment.
20-12-2017 | インサイト
EU data protection regulation to boost the cybersecurity sector
EU data protection regulation to boost the cybersecurity sector
New European data privacy regulation will create many opportunities for cybersecurity companies.
20-12-2017 | インサイト
We need decarbonization, not divestment
We need decarbonization, not divestment
Assessing climate risks in an investment portfolio can be a hell of a job.
19-12-2017 | インサイト
Next time, ask your fund manager what kind of car they drive
Next time, ask your fund manager what kind of car they drive
Tell me what car you drive and I will tell you who you are.
13-12-2017 | From the field
Avoiding a hard Brexit tops the EU agenda
Avoiding a hard Brexit tops the EU agenda
Avoiding a hard Brexit remains the main priority as EU leaders meet to discuss progress, says Robeco’s Chief Economist Léon Cornelissen.
13-12-2017 | インサイト
Academic research absolutely supports smart beta
Academic research absolutely supports smart beta
For over four decades, Burton Malkiel has advocated for broad passive exposure to financial markets.
11-12-2017 | インタビュー
Are we heading for a bear market?
Are we heading for a bear market?
A series of seemingly unstoppable stock market highs has left investors wondering if a correction is coming.
08-12-2017 | 月次アウトルック
Robeco Quarterly December 2017
Robeco Quarterly December 2017
The sixth edition of Robeco Quarterly – our quant, sustainability and research magazine – is published.
06-12-2017 | インサイト
Impact investing and Sustainable Development Goals
Impact investing and Sustainable Development Goals
If you are in (sustainability) investing and you have not yet heard of the Sustainable Development Goals (SDGs), you probably have taken a sabbatical for the last year and a half.
05-12-2017 | Column
Emerging market equity data help dynamic duration management
Emerging market equity data help dynamic duration management
Expectations for the fundamental drivers of bonds can be derived from financial market information.
05-12-2017 | インサイト
The research culture is crucial for the success of an asset manager
The research culture is crucial for the success of an asset manager
Data mining is a threat to empirical research.
04-12-2017 | インタビュー
Factor challenges: preparing for implementation
Factor challenges: preparing for implementation
How should I prepare for the implementation of a factor-based strategy?
28-11-2017 | Factor investing challenges
Behold the wind turbine as big as the Shard
Behold the wind turbine as big as the Shard
Wind turbines have come a long way since the first windmills centuries ago – with the next generation among Europe’s tallest structures.
23-11-2017 | Stunning statistics
Institutional asset managers add value... by using factors
Institutional asset managers add value... by using factors
Are factors the future of active asset management?
22-11-2017 | From the field
Big data goes mobile: the digital infrastructure
Big data goes mobile: the digital infrastructure
Given the upcoming tsunami of data, our mobile communication infrastructure has to evolve towards 5G.
21-11-2017 | インサイト
How will carmakers deal with the end of diesel?
How will carmakers deal with the end of diesel?
High NOx emissions and diesel gates are precipitating the end of the diesel era.
16-11-2017 | インサイト