Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Pay your way: Assessing corporate tax strategies
It lacks the magnitude of climate change, but a company’s approach to paying tax is still critical when evaluating its sustainability.
17-07-2019 | インサイト
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | 四半期アウトルック
What the Shareholders Right Directive II means for investors
An updated regulation regarding shareholder rights and obligations came into force on 9 June 2019.
08-07-2019 | インサイト
The digital toolbox: emergency care for our health care system
Is the end in sight for the malaises that plague today’s health care industry?
04-07-2019 | インサイト
Media spotlight does not drive the Volatility effect in equities
Investors’ appetite for stocks frequently mentioned in the news is often raised to explain the Volatility effect.
26-06-2019 | インサイト
Gradual progress towards gender equality
Companies still have a long way to go to make men and women equals in the workplace, a RobecoSAM study reveals.
24-06-2019 | インサイト
Using engagement to unpick the Korean Discount
Foreign investors can unlock value at Korean companies through engagement, says active ownership specialist Ronnie Lim.
20-06-2019 | インサイト
How to invest in SDGs
It is estimated that the SDGs could unlock up to USD 12 trillion in market opportunities.
18-06-2019 | ビデオ
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
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
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
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
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Column
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
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
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
Are emerging markets a promise that never delivers?
10-04-2019 | インサイト
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
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | インサイト
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
Risks to European equities are overstated
European stocks could become more attractive, as positive outcomes can be seen for their perceived risks, says Chief Economist Léon Cornelissen.
08-03-2019 | 月次アウトルック
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
The future of transport is Smart Mobility
22-02-2019 | ビデオ
RobecoSAM publishes Sustainability Yearbook 2019
RobecoSAM has published its annual yearbook showcasing the sustainability performance of the world’s largest companies.
14-02-2019 | インサイト
Low risk in China
Does low-risk investing work with A-shares?
13-02-2019 | From the field
Strong multi-asset factor performance over more than two centuries
To be considered relevant, a factor must first and foremost be backed by ample empirical evidence.
12-02-2019 | リサーチ
Recession indicators are overrated for stock returns
Investors should beware of trying to use asset values to forecast recessions, says portfolio manager Jeroen Blokland.
08-02-2019 | 月次アウトルック
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
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