‘ESG has worked as a performance cushion during the sell-off’
Chris Berkouwer talks about how his Sustainable Global Stars Equities strategy has weathered the storm during the Covid-19 sell-off, with the sustainable profile working as a performance cushion.
07-05-2020
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ビデオ
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
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
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インサイト
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
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リサーチ
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
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インサイト
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
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Emerging markets alert
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
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Column
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
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四半期アウトルック
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019
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リサーチ
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019
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リサーチ
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
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インサイト
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019
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インサイト
Outlook 2019: Turbulence ahead
Next year we expect the markets to have two faces.
08-11-2018
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インサイト
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
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インサイト
Impact investing and Sustainable Development Goals
If you are in (sustainability) investing and you have not yet heard of the Sustainable Development Goals (SDGs), you probably have taken a sabbatical for the last year and a half.
05-12-2017
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Column
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
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5ヵ年アウトルック
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
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リサーチ
Factor investing challenges: underperforming the benchmark
Factor based allocation has become increasingly popular in recent years.
31-05-2017
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Factor investing challenges
Cash is a fact, earnings an opinion
To get the best estimate of how a company is doing, our Global Equity analysts look at free cash flow rather than earnings.
19-01-2017
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インサイト
Artificial intelligence: humanity's final invention?
Artificial intelligence (AI) is a broad concept which has been around since the 1950s.
