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Blokland’s daily sketch
Blokland’s daily sketch

Oil’s 66% slide

01-04-2020
Graph of the week
Graph of the week

Everything in the red

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
Enhanced indexing solutions for insurers
Enhanced indexing solutions for insurers
Over the past decade, investors have operated a massive shift from actively managed strategies into passive ones.
26-03-2020 | インサイト
Every dark cloud has a silver lining
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | ビデオ
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
Market update: Is it time to buy?
Market update: Is it time to buy?
Jamie Stuttard and Fabiana Fedeli discuss the market turbulence caused by the coronavirus outbreak and falling oil prices.
12-03-2020 | ビデオ
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.
09-03-2020 | ポッドキャスト
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
Webinar: Policy missteps could hurt markets more than the virus
Webinar: Policy missteps could hurt markets more than the virus
We discuss how the implications of the coronavirus are shaping the long-term investment strategy for equities.
03-03-2020 | Webinar
The paradox of sustainable investing in mining
The paradox of sustainable investing in mining
Investors need to work with miners and not against them to cut carbon footprints, says portfolio manager Chris Berkouwer.
28-02-2020 | インサイト
SAM publishes Sustainability Yearbook 2020
SAM publishes Sustainability Yearbook 2020
SAM has published its annual yearbook showcasing the sustainability performance of the world’s largest companies.
03-02-2020 | インサイト
Exclusions may simply be transferring a problem
Exclusions may simply be transferring a problem
Do exclusions work?
03-02-2020 | リサーチ
Embrace the underdog
Embrace the underdog
Let me put it out there first: the year ahead is shaping up as a good one for global equities.
27-01-2020 | インサイト
Real estate fund cuts its carbon footprint
Real estate fund cuts its carbon footprint
Robeco Sustainable Property Equities has scored well above average for sustainability in an industry survey for the sixth year in a row.
24-01-2020 | インサイト
生物多様性と鉱業を2020年のエンゲージメント・テーマに選定
生物多様性と鉱業を2020年のエンゲージメント・テーマに選定
ロベコは、生物多様性の保護や鉱業の安全性向上をはじめとする、2020年の新たなエンゲージメント・テーマを設定しました。
23-01-2020 | インサイト
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
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
Reform agenda in Brazil signals better investment conditions
Reform agenda in Brazil signals better investment conditions
The government commitment to reforms in Brazil is a source of cautious optimism for investors.
17-12-2019 | インサイト
Short positions do not add value to factor investing strategies
Short positions do not add value to factor investing strategies
Common wisdom among academics and investors has it that factors are best harvested using both long and short positions.
09-12-2019 | リサーチ
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
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
Calm in Storm: Beyond the trade war
Calm in Storm: Beyond the trade war
Over the past year, regional equity market allocation has been heavily influenced by investors’ expectations on the outcome of the US-China trade war.
21-11-2019 | 年次アウトルック
Outlook 2020: A Tale of Two Scenarios
Outlook 2020: A Tale of Two Scenarios
This year’s annual outlook is inspired by Charles Dickens’ A Tale of Two Cities.
12-11-2019 | 年次アウトルック
5G: the next generation mobile data highway
5G: the next generation mobile data highway
Who is best positioned to benefit from 5G?
06-11-2019 | リサーチ
Welcome to the world of pinball investing
Welcome to the world of pinball investing
In a whirlwind of contradicting news, markets seem to have created a new investment style: pinball.
29-10-2019 | Column
Five reasons to invest in fintech
Five reasons to invest in fintech
The growing trend for cashless payments is causing huge demand for the financial technology that powers it – fintech.
28-10-2019 | インサイト
The brand-new pinball style
The brand-new pinball style
The past few weeks have been filled with news of US-China trade talks and Brexit.
23-10-2019 | 四半期アウトルック
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