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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
'Asset management is all about intellectual property'
'Asset management is all about intellectual property'
Robeco CIO Peter Ferket discusses three big trends that are leading to structural changes in the asset management industry.
29-05-2019 | ポッドキャスト
Looking for defensive European stocks? Follow the guide...
Looking for defensive European stocks? Follow the guide...
In order to thrive, quant strategies do not necessarily have to be black boxes.
28-05-2019 | インサイト
Sustainable investing – how to avoid greenwashing?
Sustainable investing – how to avoid greenwashing?
With the rise of new sustainable funds, the question of how to avoid greenwashing becomes more prevalent.
23-05-2019 | Column
Using the SDGs to judge corporate sustainability
Using the SDGs to judge corporate sustainability
The Sustainable Development Goals (SDGs) can be used to assess whether companies are fit to serve society, says analyst Michael van der Meer.
22-05-2019 | インサイト
Fighting plastic pollution, one bottle at a time
Fighting plastic pollution, one bottle at a time
A smartphone app used to find free water refills on the go has now been downloaded over 100,000 times.
20-05-2019 | インサイト
A roadmap to sustainable investing
A roadmap to sustainable investing
Sustainable investing is becoming mainstream.
13-05-2019 | 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
There’s no need to fear yield curve inversions
There’s no need to fear yield curve inversions
Inverted yield curves may famously herald recessions, but they do not harm market returns that much, says multi-asset investor Jeroen Blokland.
08-05-2019 | 月次アウトルック
Do mutual funds with good sustainability scores attract more assets?
Do mutual funds with good sustainability scores attract more assets?
In March of 2016, Morningstar first published sustainability ratings (globes), for over 20,000 mutual funds.
08-05-2019 | From the field
US-China trade talks – a tweet too far?
US-China trade talks – a tweet too far?
After weeks of positive noises coming from the US-China negotiations, with indications of an agreement by the end of this week, there was an abrupt shift in tone.
07-05-2019 | Emerging markets alert
‘We must not misrepresent sustainability as a one-dimensional issue'
‘We must not misrepresent sustainability as a one-dimensional issue'
Sustainable investors face plenty of choices.
01-05-2019 | インサイト
Robeco publishes Q1 Active Ownership report
Robeco publishes Q1 Active Ownership report
It’s been a busy first quarter for Robeco’s Active Ownership team, led by the launch of our engagement themes for 2019.
29-04-2019 | Active Ownership Report
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
This time it’s different
This time it’s different
After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
18-04-2019 | 四半期アウトルック
‘We really have to act now’
‘We really have to act now’
Are we heading for a wall?
18-04-2019 | インタビュー
Tokenizing real assets
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019 | インサイト
Spending one bitcoin = 330,000 credit card transactions
Spending one bitcoin = 330,000 credit card transactions
The average bitcoin transaction now uses 330,000 times more energy than a credit card, new research shows.
11-04-2019 | Stunning statistics
Emerging markets: focusing on local names in consumer space
Emerging markets: focusing on local names in consumer space
Are emerging markets a promise that never delivers?
10-04-2019 | インサイト
Battening down the hatches in risky assets
Battening down the hatches in risky assets
Investors fearing a downturn should not leave equity markets, but batten down some hatches in risky assets, says strategist Peter van der Welle.
08-04-2019 | 月次アウトルック
The outlook for credits: Dead cat bounce
The outlook for credits: Dead cat bounce
04-04-2019 | 四半期アウトルック
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
Robeco publishes Sustainability Report 2018
Robeco publishes Sustainability Report 2018
Sustainability is a crucial part of the business of Robeco.
21-03-2019
As pioneers of SI, we have Sustainability Inside
As pioneers of SI, we have Sustainability Inside
Robeco is proud to have been a pioneer of sustainability investing, standing at the forefront of this vibrant style now for more than two decades.
15-03-2019 | インサイト
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
Brexit saga set to drag on until June or longer
Brexit saga set to drag on until June or longer
Investors are bracing for the prospect of a delayed or canceled Brexit, as the saga looks set to drag on for at least another three months.
15-03-2019 | インサイト
Robeco publishes Active Ownership Report 2018
Robeco publishes Active Ownership Report 2018
Using our position as an asset manager to effect meaningful change at companies is a vital part of our dedication to sustainability investing at Robeco.
15-03-2019 | Active Ownership Report
Data-driven services move today’s proptech industry
Data-driven services move today’s proptech industry
With 6,000 firms and counting, the proptech industry is revolutionizing tenant services.
13-03-2019 | インサイト