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This time it’s different: best opportunities outside of the US
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
世界を形作る3つのメガトレンド
世界を形作る3つのメガトレンド
環境、社会、ガバナンス(ESG)のそれぞれの側面に関わるメガトレンドによって、サステナビリティ投資の世界が形作られようとしています。
25-04-2019 | インサイト
Surfing the hype cycle
Surfing the hype cycle
Henk Grootveld, Head of Trends Investing, explains how investors should approach the big trends of our time, such as digitization, climate change and sociodemographic shifts and how to tell a hype from a significant long-term development.
23-04-2019 | インサイト
Tokenizing real assets
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019 | インサイト
Robeco Quarterly March 2019
Robeco Quarterly March 2019
The 11th edition of Robeco Quarterly – our quant, sustainability and research magazine – is out.
04-04-2019 | 冊子
Trends, industries and the quest for outperformance
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | インサイト
Megatrends shape business and society
Megatrends shape business and society
Three powerful megatrends are shaping today’s world – transformative technology, ‘preserving Earth’ and changing sociodemographics.
25-03-2019 | ビデオ
Five things you should know about trends investing
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
Tune in now – Robeco launches podcasts
Tune in now – Robeco launches podcasts
If a face can launch a thousand ships, what power does the spoken word have?
06-02-2019 | インサイト
Consumer trends in 2019: smart speakers, India and well-being
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019 | インサイト
Electric vehicles coming of age
Electric vehicles coming of age
In the coming years, the global automotive industry will go through its most radical change as vehicle electrification and changing consumer preferences challenge existing business models.
13-12-2018 | インサイト
Robeco Quarterly December 2018
Robeco Quarterly December 2018
The tenth edition of Robeco Quarterly – our quant, sustainability and research magazine – is out.
10-12-2018 | 冊子
eSports takes gaming to the next level
eSports takes gaming to the next level
03-12-2018 | インサイト
Leveraging new technologies in finance
Leveraging new technologies in finance
We currently see a number of specific developments that make fintech an interesting investment theme for next year.
27-11-2018 | インサイト
Three trends behind thematic environmental investing
Three trends behind thematic environmental investing
Three structural trends are driving investment that benefits the environment, says thematic investor Rainer Baumann.
26-11-2018 | インサイト
Finding tomorrow’s trends
Finding tomorrow’s trends
The composition of stock markets is continuously changing.
24-10-2018 | ビデオ
Robeco involves cyber expert in its investment process
Robeco involves cyber expert in its investment process
Robeco has involved a cyber expert in its investment process for the past year.
10-07-2018 | インサイト
Cybersecurity: turning threats into investment opportunities
Cybersecurity: turning threats into investment opportunities
The number and severity of cyberattacks has surged over the last couple of years.
13-06-2018 | リサーチ
Keep your eye on the prize
Keep your eye on the prize
What a difference three months make!
17-04-2018 | Column
Consumer trends in 2018: platforms, payments and playing games
Consumer trends in 2018: platforms, payments and playing games
Low unemployment, rising wages and high consumer confidence should propel global consumption in 2018.
29-01-2018 | インサイト
An inconvenient truth about stranded assets
An inconvenient truth about stranded assets
The world needs to wake up to the problem of trillions of dollars’ worth of stranded fossil fuel assets, says climate change campaigner Al Gore.
08-01-2018 | インサイト
China’s vertical forest - 10,000 tons of CO2
China’s vertical forest - 10,000 tons of CO2
An old Chinese proverb says: “The best time to plant a tree was 20 years ago; the second best time is now.
02-01-2018 | Stunning statistics
Big data goes mobile: the digital infrastructure
Big data goes mobile: the digital infrastructure
Given the upcoming tsunami of data, our mobile communication infrastructure has to evolve towards 5G.
21-11-2017 | インサイト
The rationale for trends investing
The rationale for trends investing
Everybody loves a good story, but there’s more to trends investing than just good stories.
06-09-2017 | リサーチ
Coming soon: industry 4.0
Coming soon: industry 4.0
Imagine a whole new world.
24-05-2017 | インサイト
Beware the demographic death spiral
Beware the demographic death spiral
Every month we look at stunning statistics from the world of sustainability.
24-05-2017 | Stunning statistics
Platform power
Platform power
Surging connectivity is powering a new business model: the platform company.
11-04-2017 | リサーチ
Coca-Cola cuts 3.75 billion in calories from drinks
Coca-Cola cuts 3.75 billion in calories from drinks
In this new series we look at stunning statistics from the world of sustainability.
14-03-2017 | Stunning statistics
When paying a high multiple makes sense
When paying a high multiple makes sense
Many investors find it difficult to invest in the stocks of high-quality, high-growth companies because these companies usually trade at high valuation multiples.
22-02-2017 | リサーチ
What’s bad: sugar or fat?
What’s bad: sugar or fat?
It is not fat we should worry about; it is sugar.
06-02-2017 | リサーチ