Warm weather unicorns
29-11-2021 | Daily sketch
Green is the new color, also for emerging markets
Emerging markets have been significantly increasing their investments in green energy generation.
25-11-2021 | インサイト
Power play – why lithium remains the unchallenged champion of battery metals
Structural supports, low cost and proven performance in EV markets make lithium ideal for exposure to electrification and decarbonization trends.
18-11-2021 | インサイト
17-11-2021 | インサイト
Corporate profits boom sends stocks to new peaks
Equities have shrugged off macro headwinds and hit record highs in the US thanks to strong corporate earnings.
05-11-2021 | 月次アウトルック
Working to fortify digital assets to beat cybercrime
Attitudes to improving data security have improved as cybercrime becomes a multi-trillion dollar threat, a Robeco engagement program has found.
22-10-2021 | インサイト
Chipping away at water supplies
Climate change and an intensifying appetite for silicon wafers and chips put water supplies and global supply chains at risk.
18-10-2021 | Stunning statistics
The future of blockchain and cryptocurrencies
Cryptocurrencies are moving towards becoming mainstream.
14-10-2021 | Digital event
What's so cryptic about cryptocurrencies?
Bitcoin could qualify as digital gold, and the blockchain technology behind it has enormous potential, say quant researcher Laurens Swinkels and strategist Peter van der Welle.
13-10-2021 | 5ヵ年アウトルック
The earnings engine threatens to sputter as tapering begins
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
11-10-2021 | インサイト
Central Banks’ post-pandemic playbook
Over the coming years, central banks will aim to unwind the massive support they have provided during the pandemic.
11-10-2021 | Digital event
Expected Returns 2022-2026 – Watch the full show
Things are heating up, in different senses of the phrase.
07-10-2021 | Digital event
Some factors are now more equal than others
There is no free lunch when it comes to harvesting factor premiums.
06-10-2021 | 5ヵ年アウトルック
At the forefront of climate investing solutions
Everything you need to know about climate challenges and climate investing solutions.
01-10-2021 | インサイト
Translating universal goals into SDG impact
With the SDGs, the UN has framed the need and drawn the blueprints to advance sustainable development in society.
22-09-2021 | インサイト
The CO₂lumnist: Data providers and the greenhouse gas pie
The greenhouse gas emissions of different sectors forms parts of giant pie.
22-09-2021 | Column
Ecommerce tide also reaches Latin American shores
Retail ecommerce sales in Latin America skyrocketed by over 60% in 2020, as 38 million consumers bought online for the first time.
20-09-2021 | Stunning statistics
The profits party peaks, but the aftermath looks benign
Corporate earnings which have soared in the Covid-19 recovery are now flattening out.
07-09-2021 | 月次アウトルック
When less is more - making manufacturing clean, green, and lean
“Constraints have always been catalysts for catapulting innovation,” says Pieter Busscher, senior portfolio manager of the RobecoSAM Smart Materials Equity strategy.
04-08-2021 | インサイト
Ecommerce frenzy puts last-mile delivery under the spotlight
Fast grocery delivery operator Getir saw its valuation reach USD 7.
21-07-2021 | Stunning statistics
Olympic Games: on! Central banks: on! Equity party: on!
As we enter the second half of 2021, all the ingredients that have been fueling the global stock market rebound since March 2020 remain in place.
14-07-2021 | Column
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
How capex holds the key to a self-sustaining economic recovery
Capital expenditure to fix supply shortages and meet burgeoning demand is seen figuring strongly in the post-Covid recovery.
08-07-2021 | 月次アウトルック
Meet the many trends shaping the future of commerce
Ecommerce benefited significantly from the Covid-19 shock.
07-07-2021 | インサイト
The value comeback is driving emerging markets equities too
After a decade of lackluster returns, the value stock showdown reached a climax in 2020.
06-07-2021 | インサイト
Podcast: Value, back with a vengeance
Value stocks are in revival – this after what seemed like an endless run of underperformance relative to growth stocks.
01-07-2021 | ポッドキャスト
SI Opener: Putting climate action plans to a vote – a Say on Climate!
Shareholders are used to voting on a wide array of proposals.
24-06-2021 | インサイト
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
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | インサイト
Cybercrime outbreak unleashes security spending tide
Approximately 30 billion data records were compromised last year.
16-06-2021 | Stunning statistics