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Linking economic activities with the SDGs
Linking economic activities with the SDGs
A new research paper has mapped the impact that economic activity has on achieving the UN’s Sustainable Development Goals.
30-06-2020 | インサイト
Showing your metal – adding commodities to the mix
Showing your metal – adding commodities to the mix
The time has come to invest in commodities as we emerge from the Covid-19 recession, says multi-asset specialist Jeroen Blokland.
05-06-2020 | 月次アウトルック
Will the oil price crash lower carbon footprints?
Will the oil price crash lower carbon footprints?
An historic plunge in the oil price has raised hopes that carbon footprints could be permanently cut – but this may be wishful thinking.
08-05-2020 | 月次アウトルック
Covid-19 exposes weaknesses in country sustainability
Covid-19 exposes weaknesses in country sustainability
The coronavirus has highlighted how vulnerable a nation can become to a sudden crisis, RobecoSAM warns in a new report.
01-05-2020 | インサイト
Central bank watcher: Rates in lockdown for longer
Central bank watcher: Rates in lockdown for longer
Central banks have stepped up to the plate by delivering significant amounts of easing.
28-04-2020 | インサイト
A negative oil price – a market quirk, or the ‘new normal’?
A negative oil price – a market quirk, or the ‘new normal’?
The price of US oil temporarily dipped below zero for the first time in history, which means an oil supplier has to pay someone to take it off their hands.
21-04-2020 | インサイト
Podcast: Corona, oil price war and falling markets – what to do?
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.
07-04-2020 | ポッドキャスト
Navigating the two-way risk in equities
Navigating the two-way risk in equities
Investors are facing an unprecedented conundrum about whether equities have bottomed out, our multi-asset monthly outlook says.
03-04-2020 | 月次アウトルック
債券アウトルック:コロナ・ショックと「Baa」字型回復
債券アウトルック:コロナ・ショックと「Baa」字型回復
債券投資の投資機会は、安全な国債から急速に社債へとシフトしています。
01-04-2020 | 四半期アウトルック
A shock of Titanic proportions
A shock of Titanic proportions
The world is facing an unprecedented public health crisis that is having a huge impact on both human society and the economy.
27-03-2020 | インサイト
ポジティブなシグナルに注意を払うべき時
ポジティブなシグナルに注意を払うべき時
ロベコの債券チームは徐々に新規投資モードに移行しています。
19-03-2020 | インタビュー
マーケット・アップデート: 市場の先行き
マーケット・アップデート: 市場の先行き
市場の暴落の最中にいることは決して楽しいことではありませんが、このような市場環境においては、アクティブかつ長期投資が報われると考えます。
16-03-2020 | インサイト
Feel the Bern – the risks of the US elections
Feel the Bern – the risks of the US elections
Battered markets have a new thing to worry about: the possibility of a socialist US president, our monthly outlook warns.
05-03-2020 | 月次アウトルック
It’s too early to be too gloomy about stocks
It’s too early to be too gloomy about stocks
The coronavirus has given the world a financial scare as well as a health shock – but there’s no need to put equities into quarantine.
07-02-2020 | 月次アウトルック
Look for the underdog
Look for the underdog
The year ahead is shaping up as a good one for global equities.
21-01-2020 | 四半期アウトルック
Mind the skew – stocks may not yet have peaked
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
Lower earnings may not usher in a bear market
Lower earnings may not usher in a bear market
Falling company profits don’t necessarily mean a bear market or recession is due, says strategist Peter van der Welle.
06-12-2019 | 月次アウトルック
Living wage platform expands focus
Living wage platform expands focus
An investor group set up to promote living wages is broadening its scope outside garments after marking its first anniversary.
04-11-2019 | インサイト
Celebrating 30 years of inflation targeting?
Celebrating 30 years of inflation targeting?
Inflation targeting is celebrating its 30th anniversary, but is now due for a makeover, says portfolio manager Rikkert Scholten.
16-10-2019 | 5ヵ年アウトルック
Manufacturing versus services – a tale of two indices
Manufacturing versus services – a tale of two indices
Investors need to nuance weaker confidence in manufacturing, as services data is a stronger signal, says portfolio manager Rikkert Scholten.
08-10-2019 | 月次アウトルック
Paving the way for unconventional policy
Paving the way for unconventional policy
Policy makers will turn to unconventional fiscal policy to deal with the next recession, says strategist Peter van der Welle.
02-10-2019 | 5ヵ年アウトルック
What’s driving the mid-cycle slowdown
What’s driving the mid-cycle slowdown
Economic growth is hitting a speed ramp, but should shift into a higher gear, says strategist Peter van der Welle.
06-09-2019 | 月次アウトルック
Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Pay your way: assessing corporate tax strategies
Pay your way: assessing corporate tax strategies
It lacks the magnitude of climate change, but a company’s approach to paying tax is still critical when evaluating its sustainability.
17-07-2019 | インサイト
Investing in a world of binary outcomes
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | 四半期アウトルック
Fixed income outlook: More repression to avoid recession
Fixed income outlook: More repression to avoid recession
Fighting the Fed or ECB has been a losing game over the past decade.
10-07-2019 | 四半期アウトルック
The Fed’s sugar rush rally
The Fed’s sugar rush rally
When the Fed starts cutting rates, it is easier to be long 2-year Treasuries than credit, says Global Macro team co-head Jamie Stuttard.
05-07-2019 | 月次アウトルック
Post G20 expect delays on a trade deal, but we still need one
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
Easing does it
Easing does it
Market expectations for central bank policy rates have come down substantially, following continued weakness in global economic conditions and the rift in the trade talks between the US and China.
10-06-2019 | インサイト
The new Long March of China
The new Long March of China
China’s attempts to combat a trade war with the US present an uphill battle for emerging market assets, says strategist Peter van der Welle.
07-06-2019 | 月次アウトルック