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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
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
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
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
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
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
‘Investing in emerging markets takes nerves of steel’
‘Investing in emerging markets takes nerves of steel’
In our third podcast, Fabiana Fedeli, global head of Fundamental Equities, talks about emerging markets.
01-04-2019 | ポッドキャスト
Our approach to sustainable investing in palm oil
Our approach to sustainable investing in palm oil
Robeco has stepped up its engagement with the producers of palm oil to address sustainability issues in the industry.
04-03-2019 | インサイト
Goldilocks vs Armageddon: It’s time to buy EM
Goldilocks vs Armageddon: It’s time to buy EM
We sold Goldilocks in the last quarter of 2018.
16-01-2019 | Column
Buy Armageddon, sell Goldilocks
Buy Armageddon, sell Goldilocks
We sold a false sense of Goldilocks, now we should buy a misplaced fear of Armageddon.
15-01-2019 | 四半期アウトルック
Emerging stocks could make a comeback in 2019
Emerging stocks could make a comeback in 2019
A number of factors bode well for emerging market equities this year, says investor Jeroen Blokland.
10-01-2019 | 月次アウトルック
‘We’re on the cusp of a very positive transformation’
‘We’re on the cusp of a very positive transformation’
How fast will sustainability investing become mainstream?
18-12-2018 | インタビュー
事実か虚構か:サステナビリティ投資は新興国市場では機能しない?
事実か虚構か:サステナビリティ投資は新興国市場では機能しない?
西洋諸国においてサステナビリティ投資はその地位を着実に築いてきましたが、より大きな課題に対峙する新興国市場では、果たして機能するか疑問を感じる人もいます。
18-12-2018 | インサイト
Are emerging markets on the rebound?
Are emerging markets on the rebound?
We expect emerging market equities to outperform developed market equities in 2019.
29-11-2018 | インサイト
Beware of positive surprises
Beware of positive surprises
Markets have reminded us that everything that goes steeply up will at some point come steeply down.
26-10-2018 | Column
Are we melting yet? Not so fast
Are we melting yet? Not so fast
Earlier this month, global equity markets decided to stage a proper meltdown.
18-10-2018 | 四半期アウトルック
Brazil votes against corruption with conservative Bolsonaro win
Brazil votes against corruption with conservative Bolsonaro win
Conservative candidate Jair Bolsonaro (PSL) received 46% of the valid votes, while Workers’ Party contender Fernando Haddad (PT) won 29% of valid votes.
08-10-2018 | Emerging markets alert
Troubled times for Turkey
Troubled times for Turkey
The Turkish lira fell to a new record low late last week.
13-08-2018 | Emerging markets alert
What will get markets off their risk-off stance?
What will get markets off their risk-off stance?
While most of the cards dealt are the same, fear has joined the players’ table.
30-07-2018 | Column
A perfect storm: binary outcomes
A perfect storm: binary outcomes
It is amazing how so much can change when not much has really changed.
23-07-2018 | インサイト
 A new president for Mexico: will the real AMLO please stand up?
A new president for Mexico: will the real AMLO please stand up?
What direction will the new Mexican president take?
04-07-2018 | Emerging markets alert
MSCI includes Saudi Arabia and Argentina in its Emerging Markets Index
MSCI includes Saudi Arabia and Argentina in its Emerging Markets Index
Saudi Arabia and Argentina have been promoted to emerging market status.
21-06-2018 | Emerging markets alert
Ignore the short-term noise in emerging markets
Ignore the short-term noise in emerging markets
Robeco's Fabiana Fedeli commenting on the short-term noise in and long-term prospects for emerging markets.
05-06-2018 | ビデオ
Keep your eye on the prize
Keep your eye on the prize
What a difference three months make!
17-04-2018 | Column
Trade war or skirmish?
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018 | インサイト
Putin gearing up for 2024
Putin gearing up for 2024
Despite the political risks, Russia offers attractive investment opportunities.
19-03-2018 | Emerging markets alert
Three reasons why South Korea is our gold medalist
Three reasons why South Korea is our gold medalist
South Korea has been one of our favorite emerging markets for years.
05-02-2018 | インサイト
Some emerging markets are more equal than others
Some emerging markets are more equal than others
2017 was the year of the dramas that did not unfold.
01-02-2018 | インサイト