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50 shades of green meets 95 percent of funds
50 shades of green meets 95 percent of funds
The regulation designed to shake up the sustainable investing landscape in the EU is one month old.
12-04-2021 | 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
Beat the headline
Beat the headline
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
25-01-2021 | Column
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
Keep your eye on the relevant ball
Keep your eye on the relevant ball
I know a lot, really.
19-10-2020 | Column
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
Building climate-resilient investment strategies
Building climate-resilient investment strategies
As the impact of climate change becomes more obvious, investors are increasingly asking how we can address it.
18-06-2020 | Webinar
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
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Strong volatility.
26-03-2020 | 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
Robeco turns 90 in a fast-changing fund industry
Robeco turns 90 in a fast-changing fund industry
This 4 December, Robeco celebrates its 90th anniversary.
04-12-2019 | インサイト
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
Welcome to the world of pinball investing
Welcome to the world of pinball investing
In a whirlwind of contradicting news, markets seem to have created a new investment style: pinball.
29-10-2019 | Column
The brand-new pinball style
The brand-new pinball style
The past few weeks have been filled with news of US-China trade talks and Brexit.
23-10-2019 | 四半期アウトルック
Giving China its rightful share in your portfolio
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
23-10-2019 | 5ヵ年アウトルック
Refining the inclusion of views in portfolio construction
Refining the inclusion of views in portfolio construction
Taking investors’ views into account when building portfolios is difficult but essential, says Roderick Molenaar.
09-10-2019 | 5ヵ年アウトルック