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Celebrating 30 years of inflation targeting?
Celebrating 30 years of inflation targeting?
Inflation targeting is celebrating its 30th anniversary, but is now due for a makeover, says portfolio manager Rikkert Scholten.
16-10-2019 | 5ヵ年アウトルック
Manufacturing versus services – a tale of two indices
Manufacturing versus services – a tale of two indices
Investors need to nuance weaker confidence in manufacturing, as services data is a stronger signal, says portfolio manager Rikkert Scholten.
08-10-2019 | 月次アウトルック
Central bank watcher: to infinity and beyond
Central bank watcher: to infinity and beyond
Central banks are delivering on their easing promises, with the ECB having announced open-ended QE.
13-09-2019 | インサイト
Sometimes data revisions matter
Sometimes data revisions matter
Sometimes data revisions really matter – this is one of those times.
05-08-2019 | インサイト
Easing does it
Easing does it
Market expectations for central bank policy rates have come down substantially, following continued weakness in global economic conditions and the rift in the trade talks between the US and China.
10-06-2019 | インサイト
In denial, but for how long?
In denial, but for how long?
In our latest Central Bank Watcher, we examine the policy and actions of the world’s major central banks.
11-01-2019 | インサイト
The return of Term Premium
The return of Term Premium
Despite all the focus on the inflation outlook and ongoing Fed hikes, the recent sell-off in US Treasuries was actually driven to a large extent by a reawaking of the term premium.
19-11-2018 | インサイト
Tightening in tougher conditions
Tightening in tougher conditions
In our new Central Bank Watcher, we examine the policy and actions of the world’s major central banks (Federal Reserve, European Central Bank, People’s Bank of China and the Bank of Japan).
30-10-2018 | インサイト
Fed on a steady hiking path, at least for now
Fed on a steady hiking path, at least for now
At its 26 September meeting the Fed hiked rates and signaled a continuation of its gradual tightening path.
27-09-2018 | News
Country Sustainability Ranking: peripheral progress stalling
Country Sustainability Ranking: peripheral progress stalling
The European peripheral countries have not made any further progress in the RobecoSAM Country Sustainability Ranking.
23-06-2017 | インサイト
ESGを統合したロベコ・トータル・リターン・グローバル債券戦略の先進的アプローチ
ESGを統合したロベコ・トータル・リターン・グローバル債券戦略の先進的アプローチ
ロベコのトータル・リターン・グローバル債券戦略は、世界中の債券市場から投資機会を捉えることを目指しています。
23-09-2016 | リサーチ
Integrating ESG in Euro Government Bond portfolios
Integrating ESG in Euro Government Bond portfolios
The ESG ranking of a number of euro periphery countries has improved, after having reached a low in 2010.
07-07-2014 | インサイト
Why do we rank countries on sustainability?
Why do we rank countries on sustainability?
The Country Sustainability Ranking is the start of the analysis of a country and aims to lead to a better founded investment decision.
21-06-2013 | インサイト
Better decisions with Country Sustainability Ranking
Better decisions with Country Sustainability Ranking
The financial crisis that erupted in 2008 underlined the need to look beyond credit ratings and the classic set of fundamental data and prompted us to develop an analysis process for sustainability on a country level.
03-06-2013 | リサーチ