Climate risk and portfolio decarbonization have become center stage
Insurance companies are directly exposed to climate risk, and face increasingly tighter scrutiny from regulators regarding its impact on their balance sheets.
14-01-2021 | インタビュー
Why human production needs to go on a diet
The weight of man-made objects on Earth now exceeds the mass of all living things, new research reveals.
13-01-2021 | Stunning statistics
Markets will mirror vaccination success
Vaccination rates acting as the key to ending the Covid-19 crisis are seen determining market success in early 2021.
08-01-2021 | 月次アウトルック
Why do ‘quality compounder’ stocks always look impossibly expensive?
Trends investing focuses on the structural winners of secular growth trends, better known as ‘quality compounders’ – quality growth stocks able to compound shareholder value on a consistent basis.
08-01-2021 | インサイト
Letter from the CIO: Stay contrarian
Keep questioning the consensus in 2021, says Victor Verberk, Robeco’s CIO Fixed Income and Sustainability.
07-01-2021 | インサイト
Climate transition and labor rights lead 2021 engagement themes
Tackling high-carbon funding and protecting labor rights in the post-Covid-19 world are Robeco’s main engagement themes for 2021.
07-01-2021 | インサイト
SI Opener: How do we align portfolios with climate ambitions?
The Net Zero Asset Managers initiative was launched in December, and Robeco is proud to be among the founding signatories.
24-12-2020 | SI Opener
‘We believe that businesses that promote gender equality have a competitive advantage’
Sustainable investing involves more than just investing in environmentally friendly income-producing vehicles.
22-12-2020 | インタビュー
EU gets ready for new sustainability framework
Sustainable investing will become more focused and much clearer across the EU under a new regulatory framework for asset managers and their funds.
21-12-2020 | インサイト
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
The road ahead for the SDGs
The Sustainable Development Goals (SDGs) have been taking sustainable investing to the next level.
10-12-2020 | 年次アウトルック
Comparing pension funds’ ESG policies in the Nordics and the Netherlands
Northern European pension funds are at the forefront of the global move towards more sustainable investing.
10-12-2020 | インサイト
Guide to climate fixed income investing
Our publication explains how to stimulate decarbonization of the broader economy and society by investing in the winners of tomorrow.
09-12-2020 | インサイト
The Value tortoise is on the move
The availability of an effective Covid-19 vaccine may trigger a revival for Value investing, says Robeco strategist Peter van der Welle.
08-12-2020 | 月次アウトルック
Podcast: A great year for risky assets
With several vaccines on the way, 2021 promises to be a great year for equities.
07-12-2020 | ポッドキャスト
Robeco commits to net zero carbon ambition by 2050
Robeco is committing to achieving net zero greenhouse gas emissions across all its assets under management by 2050.
04-12-2020 | 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
SI Digital Explore: The need to integrate ESG into the investment process
The structural integration of ESG information is not a simple overlay for investors, but should be structurally embedded in all aspects of portfolio building.
03-12-2020 | インサイト
‘Make, remake and reuse’ – let’s shift to a circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
02-12-2020 | ビデオ
Not all investable trends and themes are about fancy tech innovation
While some of the most attractive trends and thematic investing narratives have to do with technology and innovation, it’s not always the case.
27-11-2020 | インサイト
SI Opener: Covid-19 puts spotlight on labor issues in the apparel industry
The fashion industry has been severely affected by the Covid-19 pandemic due to its discretionary nature, impacting not only garment brands but also their supply chains.
26-11-2020 | SI Opener
Robeco earns ‘leader’ label from Morningstar for ESG
Robeco has been named by Morningstar as a ‘leader’ for its commitment to ESG.
25-11-2020 | インサイト
Quant solutions must look beyond the most conventional factors
Quant strategies have come under pressure over the past two years.
24-11-2020 | インタビュー
Outlook 2021: Tackling the trilemma
Finding the right balance between three things – public health, normal economic functioning, and personal freedoms – will be the main challenge for policymakers in 2021.
19-11-2020 | 年次アウトルック
Step change in climate ambitions in the EU
The EU has long had significant aspirations for the decarbonization of its economy.
17-11-2020 | インサイト
The link between ESG and performance: SDG Credits stands the test
Attribution analysis shows that investing in a way that contributes to the SDGs supports financial performance.
13-11-2020 | インサイト
Driving change at carmakers
A multi-decade transformational change has begun at carmakers that will identify the winners and losers for investors.
09-11-2020 | インサイト
All eyes on fiscal stimulus as US awaits election results
Investors should focus on likely levels of fiscal stimulus from the eventual winners of the US elections, says multi-asset investor Jeroen Blokland.
04-11-2020 | インサイト
Engagement successes highlighted in Q3 Active Ownership report
Engagement has always been one of Robeco’s strengths, as shown by work completed in the third quarter by the Active Ownership team.
30-10-2020 | Active Ownership Report
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
30-10-2020 | インタビュー