japanja

インサイト

世界を形作る3つのメガトレンド
世界を形作る3つのメガトレンド
環境、社会、ガバナンス(ESG)のそれぞれの側面に関わるメガトレンドによって、サステナビリティ投資の世界が形作られようとしています。
25-04-2019 | インサイト
ファクター戦略による投資目標達成:リターン向上
ファクター戦略による投資目標達成:リターン向上
ファクターに基づく戦略は、長期的なリターン向上につながります。
20-03-2019 | インサイト
サステナビリティと金融の役割
サステナビリティと金融の役割
サステナビリティは通常、将来の世代が自らの要求を充足する能力を損なうことなく、今日の世代の要求を満たすことと定義されています。
25-02-2019 | インサイト
Fighting plastic pollution, one bottle at a time
Fighting plastic pollution, one bottle at a time
A smartphone app used to find free water refills on the go has now been downloaded over 100,000 times.
20-05-2019 | インサイト
Blokland’s daily sketch
Blokland’s daily sketch

Japan’s better-than-expected GDP growth masks weakness

20-05-2019
Graph of the week
Graph of the week
The impact of the trade war is starting to show
17-05-2019 | インサイト
A roadmap to sustainable investing
A roadmap to sustainable investing
Sustainable investing is becoming mainstream.
13-05-2019 | インサイト
Five reasons for strategic allocation to China A-shares
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
08-05-2019 | インサイト
There’s no need to fear yield curve inversions
There’s no need to fear yield curve inversions
Inverted yield curves may famously herald recessions, but they do not harm market returns that much, says multi-asset investor Jeroen Blokland.
08-05-2019 | 月次アウトルック
Do mutual funds with good sustainability scores attract more assets?
Do mutual funds with good sustainability scores attract more assets?
In March of 2016, Morningstar first published sustainability ratings (globes), for over 20,000 mutual funds.
08-05-2019 | From the field
US-China trade talks – a tweet too far?
US-China trade talks – a tweet too far?
After weeks of positive noises coming from the US-China negotiations, with indications of an agreement by the end of this week, there was an abrupt shift in tone.
07-05-2019 | Emerging markets alert
‘We must not misrepresent sustainability as a one-dimensional issue'
‘We must not misrepresent sustainability as a one-dimensional issue'
Sustainable investors face plenty of choices.
01-05-2019 | インサイト
‘Only in hindsight you will see the benefits of low vol-investing’
‘Only in hindsight you will see the benefits of low vol-investing’
In our latest podcast, Pim van Vliet, head of Global Conservative Equities, talks about the merits of low volatility investing.
29-04-2019 | ポッドキャスト
Robeco publishes Q1 Active Ownership report
Robeco publishes Q1 Active Ownership report
It’s been a busy first quarter for Robeco’s Active Ownership team, led by the launch of our engagement themes for 2019.
29-04-2019 | Active Ownership Report
Surfing the hype cycle
Surfing the hype cycle
Henk Grootveld, Head of Trends Investing, explains how investors should approach the big trends of our time, such as digitization, climate change and sociodemographic shifts and how to tell a hype from a significant long-term development.
23-04-2019 | インサイト
This time it’s different
This time it’s different
After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
18-04-2019 | 四半期アウトルック
‘We really have to act now’
‘We really have to act now’
Are we heading for a wall?
18-04-2019 | インタビュー
Tokenizing real assets
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019 | インサイト
Factors are a permanent feature of financial markets
Factors are a permanent feature of financial markets
Are factor premiums here to stay?
12-04-2019 | インサイト
Spending one bitcoin = 330,000 credit card transactions
Spending one bitcoin = 330,000 credit card transactions
The average bitcoin transaction now uses 330,000 times more energy than a credit card, new research shows.
11-04-2019 | Stunning statistics
Emerging markets: focusing on local names in consumer space
Emerging markets: focusing on local names in consumer space
Are emerging markets a promise that never delivers?
10-04-2019 | インサイト
Battening down the hatches in risky assets
Battening down the hatches in risky assets
Investors fearing a downturn should not leave equity markets, but batten down some hatches in risky assets, says strategist Peter van der Welle.
08-04-2019 | 月次アウトルック
The undercover MMT practitioner
The undercover MMT practitioner
Rarely does an economic theory get so much attention in the media.
05-04-2019 | Column
The outlook for credits: Dead cat bounce
The outlook for credits: Dead cat bounce
04-04-2019 | 四半期アウトルック
Robeco Quarterly March 2019
Robeco Quarterly March 2019
The 11th edition of Robeco Quarterly – our quant, sustainability and research magazine – is out.
04-04-2019 | 冊子
Are mutual funds on the other side of the low volatility trade?
Are mutual funds on the other side of the low volatility trade?
This new research helps to explain the existence of the low volatility anomaly.
03-04-2019 | From the field
Trends, industries and the quest for outperformance
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | インサイト
‘Investing in emerging markets takes nerves of steel’
‘Investing in emerging markets takes nerves of steel’
In our third podcast, Fabiana Fedeli, global head of Fundamental Equities, talks about emerging markets.
01-04-2019 | ポッドキャスト
Megatrends shape business and society
Megatrends shape business and society
Three powerful megatrends are shaping today’s world – transformative technology, ‘preserving Earth’ and changing sociodemographics.
25-03-2019 | ビデオ
Robeco publishes Sustainability Report 2018
Robeco publishes Sustainability Report 2018
Sustainability is a crucial part of the business of Robeco.
21-03-2019