The digitalization of consumption is one of the structural changes our Global Consumer Trends strategy focuses on.
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.
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.
Tackling the take-make-waste economy
Robert-Jan van Ogtrop talks circular economy.
Shell escalates net-zero goal on carbon emissions
Royal Dutch Shell has stepped up its plans to become carbon neutral following investor engagement led by Robeco and the Church of England.
Robeco publishes Stewardship Report 2019
Active Ownership has always been an important part of Robeco’s sustainable investing capability.
Active Ownership Report
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.
Is it time to favor North Asia over the US?
We thought we had seen it all, or almost all, and then the ball comes out of left field.
Staying the course and being selective reaps long-term rewards in EM
Emerging markets equity strategies with their value tilt should typically underperform in risk-off markets.