Trends: Here today, here tomorrow – watch the show
We explore the power of trends in this fast-paced multimedia event, featuring investment research and debate.
15-04-2021 | ビデオ
Sustainable thematic investing and UN SDGs, a natural fit
The UN’s Sustainable Development Goals (SDGs) provide an excellent framework for investors to seek returns while helping shape a more sustainable world.
11-12-2020 | インサイト
After Biden’s win, all eyes remain on Covid-19 and the recovery
Joe Biden has been elected 46th US President, based on vote count.
04-12-2020 | インサイト
‘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 | ビデオ
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | ビデオ
16-03-2020 | インサイト
Mind the skew – stocks may not yet have peaked
A curious skew in historical stock returns means global equities may have some upside left, says strategist Peter van der Welle.
09-01-2020 | 月次アウトルック
Calm in Storm: Beyond the trade war
Over the past year, regional equity market allocation has been heavily influenced by investors’ expectations on the outcome of the US-China trade war.
21-11-2019 | 年次アウトルック
The Sea Still Rises: Extending the bull market
With a recession to be avoided and earnings growth to return, we believe global equities have further to go.
14-11-2019 | 年次アウトルック
Tackling the Achilles heel of the financial sector
Since the global financial crisis, US banks have paid more than USD 160 billion in fines for non-compliance.
24-09-2019 | リサーチ
Digital twins and machine vision: exciting themes of ‘smart’ production
Manufacturing as we know it is coming to an end.
30-08-2019 | インサイト
'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
Welcome to a new world.
18-07-2019 | Column
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
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
Is the end in sight for the malaises that plague today’s health care industry?
04-07-2019 | リサーチ
The key consumer trend of 2019: health and wellness
There is no denying that young consumers care about their health.
15-05-2019 | インサイト
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?
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
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | 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 | 四半期アウトルック
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019 | リサーチ
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | 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 | インサイト
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
Next year we expect the markets to have two faces.
08-11-2018 | 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 | インサイト
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
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 | Column
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