japanja

インサイト

The Low Volatility effect in China
The Low Volatility effect in China
In our recent study, we uncover the presence of a strong Low Volatility effect in the Chinese A-share market.
19-05-2021 | インサイト
From deep value to ‘value with a future’
From deep value to ‘value with a future’
As the global economy continues to recover, our positive stance on global equity markets remains well underpinned.
28-04-2021 | 四半期アウトルック
The future of food will be healthier and more sustainable
The future of food will be healthier and more sustainable
The increased focus on health and well-being is impacting all aspects of consumer spending.
14-04-2021 | インサイト
クレジット・アウトルック:過熱気味の経済運営
クレジット・アウトルック:過熱気味の経済運営
クレジット市場が堅調さを維持する可能性もありますが、失敗の余地は極めて限定的です。
06-04-2021 | 四半期アウトルック
Amazon smashes Italy on R&D
Amazon smashes Italy on R&D
US tech giant Amazon single-handedly spent more on research and development (R&D) than Italy in 2019, and even more so in 2020.
23-02-2021 | Stunning statistics
Filtering out fraud risk in Chinese A-share markets
Filtering out fraud risk in Chinese A-share markets
Chinese equity markets have emerged as one of the big winners following the Covid-19 shock.
26-11-2020 | 年次アウトルック
Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | 四半期アウトルック
Sizing up Chinese equities – a market too big to ignore
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | インサイト
Green signs, value and grandmother’s cupboard
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020 | インサイト
Gradually preparing for a rotation
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | インサイト
Podcast: Our man in Hong Kong
Podcast: Our man in Hong Kong
Arnout van Rijn has been investing in Asia for 25 years; for more than half of this time, he has lived in Hong Kong.
08-07-2020 | ポッドキャスト
Pandemic starts process of EMs decoupling from each other
Pandemic starts process of EMs decoupling from each other
China, Taiwan and South Korea are among the farthest ahead on the path of normalization.
11-06-2020 | インサイト
US-China conflict: the pressure intensifies on ADRs
US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020 | インサイト
The conundrum: China or the US?
The conundrum: China or the US?
If you ask me what keeps my mind busy at the moment, I can tell you that it is not market volatility.
15-04-2020 | Column
コロナウィルス危機下で最も重要なESG課題とは
コロナウィルス危機下で最も重要なESG課題とは
新型コロナウィルス危機が社会や金融市場に影響を及ぼし始めるとともに、ロベコでは、この危機とサステナブル投資やESGとの関係について、多くの質問を受けました。
07-04-2020 | Column
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
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Strong volatility.
26-03-2020 | インサイト
Podcast: One bird, two stones
Podcast: One bird, two stones
Is a fundamental or quant-driven approach the best way forward for investors looking to tap emerging markets?
13-03-2020 | ポッドキャスト
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
Investing in China is a question of stock picking rather than index picking
Investing in China is a question of stock picking rather than index picking
In just a decade, Chinese assets have gone from exotic category status to that of must for global investors.
08-01-2020 | インタビュー
Never a dull moment: 25 years of emerging market investing
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | インサイト
Giving China its rightful share in your portfolio
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
23-10-2019 | 5ヵ年アウトルック
Next in fintech: ecosystem enablers
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | インサイト
Five reasons for strategic allocation to China A-shares
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
Factor investing also works with Chinese A-shares
Factor investing also works with Chinese A-shares
Many characteristics set A-shares apart from other equities.
24-08-2017 | インタビュー
Chinese A-shares: does taking risk pay off?
Chinese A-shares: does taking risk pay off?
Is risk rewarded on the Chinese A-share market?
27-07-2017 | リサーチ
Great Minds – Pippa Malmgren: ‘Geopolitical tensions are here to stay’
Great Minds – Pippa Malmgren: ‘Geopolitical tensions are here to stay’
Robeco interviewed Pippa Malmgren, former advisor of US presidents Ronald Reagan and George W.
19-01-2017 | インサイト
Pippa Malmgren: ‘Investors will experience a steep learning curve’
Pippa Malmgren: ‘Investors will experience a steep learning curve’
Robeco interviewed Pippa Malmgren, former advisor of US presidents Ronald Reagan and George W.
19-01-2017 | インサイト