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The ‘equity party’ continues
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
12-07-2021 | 四半期アウトルック
Value investing’s five principles that have stood the test of time
Value investing’s five principles that have stood the test of time
Value and growth investing have long had a back and forth relationship, with one style leading the market for a period before investors turn in favor of the opposite style.
22-06-2021 | インサイト
Guide to emerging markets investing
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | インサイト
Podcast: Navigating change and challenge in the asset management industry
Podcast: Navigating change and challenge in the asset management industry
It’s never a dull moment in the asset management industry.
04-06-2021 | ポッドキャスト
The Big Book of Climate Investing
The Big Book of Climate Investing
Climate change is the biggest threat facing humanity, and is now the single-most important issue for investors.
26-05-2021 | インサイト
Sustainability Report 2020: ‘There is no recovery without sustainability’
Sustainability Report 2020: ‘There is no recovery without sustainability’
A commitment to sustainable investing that has become stronger than ever in the era of Covid-19 is highlighted in Robeco’s Sustainability Report 2020.
04-05-2021 | インサイト
Responsibility: No one can ignore climate risk
Responsibility: No one can ignore climate risk
With great power comes great responsibility.
29-04-2021 | インサイト
From deep value to ‘value with a future’
From deep value to ‘value with a future’
As the global economy continues to recover, our positive stance on global equity markets remains well underpinned.
28-04-2021 | 四半期アウトルック
SI Opener: The fund manager 2.0 needs to know more than maximizing alpha
SI Opener: The fund manager 2.0 needs to know more than maximizing alpha
To be successful in the changing asset management environment, fund managers need to continuously reinvent themselves.
22-04-2021 | SI Opener
ロベコでは95%がサステナブルと分類 ー 業界には「様々な色合いのグリーン」が存在
ロベコでは95%がサステナブルと分類 ー 業界には「様々な色合いのグリーン」が存在
EUのサステナブル投資市場を一新させる規制の施行から1ヵ月超が経過しました。
22-04-2021 | インサイト
Bitcoin as digital gold – a multi-asset perspective
Bitcoin as digital gold – a multi-asset perspective
Bitcoin is often derided as being highly volatile, but as digital gold it could play a role in a multi-asset portfolio, says investor Jeroen Blokland.
09-04-2021 | 月次アウトルック
Climate change and Covid-19 lead Stewardship Report
Climate change and Covid-19 lead Stewardship Report
A tumultuous year that saw sustainable investing become mainstream is reviewed in Robeco’s Stewardship Report for 2020.
29-03-2021 | Active Ownership Report
2021年、新規制がサステナブル投資の発展を牽引
2021年、新規制がサステナブル投資の発展を牽引
2021年、施行される欧州連合(EU)の新規制の下で、投資へのサステナビリティ統合にさらなる注目が集まる見通しです。
15-03-2021 | インサイト
Asset managers are yet to truly embrace sustainability
Asset managers are yet to truly embrace sustainability
Proxy voting is a powerful tool for shareholders to steer corporate agendas towards sustainability-focused decision making.
24-02-2021 | リサーチ
SI Outlook 2021: From ambition and policy to actual portfolio impact
SI Outlook 2021: From ambition and policy to actual portfolio impact
What does Robeco expect in the world of sustainable investing in 2021?
14-01-2021 | Webinar
Quant solutions must look beyond the most conventional factors
Quant solutions must look beyond the most conventional factors
Quant strategies have come under pressure over the past two years.
24-11-2020 | インタビュー
'Most stocks do not outperform Treasury Bills in the long run'
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
30-10-2020 | インタビュー
Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | 5ヵ年アウトルック
The Big Book of Trends and Thematic Investing
The Big Book of Trends and Thematic Investing
Trends and thematic investment strategies have enjoyed quite some popularity over the past few years.
15-10-2020 | リサーチ
Carbon pricing, asset allocation and climate goals
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020 | 5ヵ年アウトルック
Addressing carbon risk in investor portfolios
Addressing carbon risk in investor portfolios
Investors have a role to play in facilitating the transition to a low-carbon economy.
09-10-2020 | Digital event
Duration Times Spread: a measure of spread exposure in credit portfolios
Duration Times Spread: a measure of spread exposure in credit portfolios
Duration Times Spread (DTS) is the market standard method for measuring the credit volatility of a corporate bond.
01-05-2020 | リサーチ
Annual Stewardship Webinar 2020
Annual Stewardship Webinar 2020
In the Annual Stewardship Webinar, our Active Ownership specialists introduce the five new engagement themes for 2020.
23-04-2020 | Webinar
Staying the course and being selective reaps long-term rewards in EM
Staying the course and being selective reaps long-term rewards in EM
Emerging markets equity strategies with their value tilt should typically underperform in risk-off markets.
08-04-2020 | インサイト
Enhanced indexing solutions for insurers
Enhanced indexing solutions for insurers
Over the past decade, investors have operated a massive shift from actively managed strategies into passive ones.
26-03-2020 | インサイト
A review of 20 years of academic literature on mutual funds
A review of 20 years of academic literature on mutual funds
How skilled are asset managers?
19-03-2020 | From the field
Every dark cloud has a silver lining
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | ビデオ
Exclusions may simply be transferring a problem
Exclusions may simply be transferring a problem
Do exclusions work?
03-02-2020 | リサーチ
Index investing: passive in name only
Index investing: passive in name only
Not all index-based products are alike.
18-12-2019 | From the field
All factor strategies go through long periods of poor performance
All factor strategies go through long periods of poor performance
Will factor investing continue to thrive?
18-11-2019 | インタビュー