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'The impact of cyber risks has changed, and companies have to raise the standards'
'The impact of cyber risks has changed, and companies have to raise the standards'
Information on the cybersecurity of companies and their products is hard to obtain at the moment.
24-07-2019 | インサイト
Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Investing in a world of binary outcomes
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | 四半期アウトルック
Post G20 expect delays on a trade deal, but we still need one
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
The digital toolbox: emergency care for our health care system
The digital toolbox: emergency care for our health care system
Is the end in sight for the malaises that plague today’s health care industry?
04-07-2019 | インサイト
Five reasons for strategic allocation to China A-shares
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
US-China trade talks – a tweet too far?
US-China trade talks – a tweet too far?
After weeks of positive noises coming from the US-China negotiations, with indications of an agreement by the end of this week, there was an abrupt shift in tone.
07-05-2019 | Emerging markets alert
This time it’s different: best opportunities outside of the US
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
This time it’s different
This time it’s different
After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
18-04-2019 | 四半期アウトルック
Tokenizing real assets
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019 | インサイト
Trends, industries and the quest for outperformance
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | インサイト
Five things you should know about trends investing
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
15-03-2019 | インサイト
Shining brightly ten years on
Shining brightly ten years on
Robeco is celebrating the ten-year anniversary of its Global Stars Equities fund.
27-02-2019 | インサイト
Consumer trends in 2019: smart speakers, India and well-being
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019 | インサイト
Outlook 2019: Turbulence ahead
Outlook 2019: Turbulence ahead
Next year we expect the markets to have two faces.
08-11-2018 | インサイト
Beware of positive surprises
Beware of positive surprises
Markets have reminded us that everything that goes steeply up will at some point come steeply down.
26-10-2018 | Column
Are we melting yet? Not so fast
Are we melting yet? Not so fast
Earlier this month, global equity markets decided to stage a proper meltdown.
18-10-2018 | 四半期アウトルック
Brazil votes against corruption with conservative Bolsonaro win
Brazil votes against corruption with conservative Bolsonaro win
Conservative candidate Jair Bolsonaro (PSL) received 46% of the valid votes, while Workers’ Party contender Fernando Haddad (PT) won 29% of valid votes.
08-10-2018 | Emerging markets alert
What will get markets off their risk-off stance?
What will get markets off their risk-off stance?
While most of the cards dealt are the same, fear has joined the players’ table.
30-07-2018 | Column
 Risky CAPE ratios? Keep calm and reduce downside risk
Risky CAPE ratios? Keep calm and reduce downside risk
High CAPE ratio levels do not signify an imminent end to the bull market.
27-07-2018 | インサイト
A perfect storm: binary outcomes
A perfect storm: binary outcomes
It is amazing how so much can change when not much has really changed.
23-07-2018 | インサイト
Keep your eye on the prize
Keep your eye on the prize
What a difference three months make!
17-04-2018 | Column
Move to the Cloud drives IT spending higher
Move to the Cloud drives IT spending higher
Technology investments continue to grow at a very healthy pace.
28-03-2018 | インサイト
Trade war or skirmish?
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018 | インサイト
No need to panic over equity market correction
No need to panic over equity market correction
There is no need to panic over the equity market correction as the underlying global economy is strong, says Robeco’s Lukas Daalder.
06-02-2018 | インサイト
EU data protection regulation to boost the cybersecurity sector
EU data protection regulation to boost the cybersecurity sector
New European data privacy regulation will create many opportunities for cybersecurity companies.
20-12-2017 | インサイト
アジアで注目が高まるサステナビリティ投資
アジアで注目が高まるサステナビリティ投資
先頃アジアを訪問し、多くの機関投資家の皆様とサステナビリティ投資についてお話する機会を得ましたが、このテーマに対する純粋な関心の高さに大変驚かされました。
01-12-2017 | Column
Robeco launches climate change policy
Robeco launches climate change policy
Robeco has launched a climate change policy to explain its approach to combatting global warming.
03-10-2017 | インサイト
The pitfalls of passive in a global multi-asset benchmark
The pitfalls of passive in a global multi-asset benchmark
There is no global benchmark for a multi-asset passive investment fund, so a group of researchers invented one – with surprising results.
20-09-2017 | 5ヵ年アウトルック
Two worlds colliding – insights from integrating ESG
Two worlds colliding – insights from integrating ESG
Robeco Global Equity has been structurally integrating ESG information into its research and investment process for the last three years.
04-09-2017 | リサーチ