US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020 | インサイト
The conundrum: China or the US?
If you ask me what keeps my mind busy at the moment, I can tell you that it is not market volatility.
15-04-2020 | Column
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
26-03-2020 | インサイト
Podcast: One bird, two stones
Is a fundamental or quant-driven approach the best way forward for investors looking to tap emerging markets?
13-03-2020 | ポッドキャスト
It’s too early to be too gloomy about stocks
The coronavirus has given the world a financial scare as well as a health shock – but there’s no need to put equities into quarantine.
07-02-2020 | 月次アウトルック
Investing in China is a question of stock picking rather than index picking
In just a decade, Chinese assets have gone from exotic category status to that of must for global investors.
08-01-2020 | インタビュー
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | インサイト
The spy in the sky for deforestation
Robeco has teamed up with a satellite data company to detect deforestation in palm oil plantations.
15-11-2019 | インサイト
‘You need a command economy, and this goes against conventional wisdom’
Chandran Nair is not one to pull his punches when it comes to dealing with the world’s problems.
11-11-2019 | インタビュー
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
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | インサイト
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Post G20 expect delays on a trade deal, but we still need one
Reaching a trade deal would be crucial for equity markets.
05-07-2019 | インサイト
Using engagement to unpick the Korean Discount
Foreign investors can unlock value at Korean companies through engagement, says active ownership specialist Ronnie Lim.
20-06-2019 | インサイト
The new Long March of China
China’s attempts to combat a trade war with the US present an uphill battle for emerging market assets, says strategist Peter van der Welle.
07-06-2019 | 月次アウトルック
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
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Column
Low risk in China
Does low-risk investing work with A-shares?
13-02-2019 | From the field
The drone that can plant millions of trees
A drone that can carpet bomb 100,000 tree seeds a day may solve the issue of deforestation in remote areas.
03-01-2019 | Stunning statistics
Residualizing Momentum in China
Previous studies have reported weak results for standard Momentum strategies in China.
02-01-2019 | From the field
18-12-2018 | インサイト
Are emerging markets on the rebound?
We expect emerging market equities to outperform developed market equities in 2019.
29-11-2018 | インサイト
Three reasons why South Korea is our gold medalist
South Korea has been one of our favorite emerging markets for years.
05-02-2018 | インサイト
Factor investing also works with Chinese A-shares
Many characteristics set A-shares apart from other equities.
24-08-2017 | インタビュー
Chinese A-shares: does taking risk pay off?
Is risk rewarded on the Chinese A-share market?
27-07-2017 | リサーチ
Forget China - it’s the US that really moves markets
Chinese growth fears and Middle East tensions caused equity markets to open the new year with significant falls – but it is the US that investors should focus on, says Robeco’s Lukas Daalder.
05-01-2016 | インサイト