Central bank watcher: Rates in lockdown for longer
Central banks have stepped up to the plate by delivering significant amounts of easing.
Now more than ever, it’s time to think outside the Fama-French factor box
2010-2019 was a lost decade for the Fama-French factors.
Appraising home bias exposure
The home market bias is one of the clearest examples of behavioral biases among investors.
From the field
This time, banks are part of the solution
Compared to conditions during the global financial crisis, the health of the banking sector and the environment for banking are now significantly different.
The link between ESG and performance: SDG Credits stands the test
“An attribution analysis confirms our view that screening credit holdings for their sustainability characteristics is positive for performance,” says Guido Moret, Robeco’s Head of Sustainability Integration Credits.
Podcast: Corona, oil price war and falling markets – what to do?
“If you wake up and see -6%, you know what kind of day it is going to be.