Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
Outlook 2019: Turbulence ahead
Next year we expect the markets to have two faces.
Move to the Cloud drives IT spending higher
Technology investments continue to grow at a very healthy pace.
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.
Robeco launches climate change policy
Robeco has launched a climate change policy to explain its approach to combatting global warming.
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.
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.
Factor investing challenges: underperforming the benchmark
Factor based allocation has become increasingly popular in recent years.
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.
Artificial intelligence: humanity's final invention?
Artificial intelligence (AI) is a broad concept which has been around since the 1950s.
Strong brands: Ticket to strong performance
In a world of exploding product choice, consumers increasingly need to cut through the noise to make informed purchasing decisions.
Implementing factor strategies in corporate bonds
Research shows that factor investing strategies work well in corporate bonds, but actually building a portfolio requires greater care due to liquidity issues, Robeco’s quantitative experts argue in a new white paper.