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Guide to emerging markets investing
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | インサイト
Show, don't tell – investing in sustainable themes with demonstrated impact
Show, don't tell – investing in sustainable themes with demonstrated impact
The popularity of sustainable investing, especially in public equity markets, has fueled growth in the volume of ESG reporting from companies.
10-06-2021 | インサイト
Cannabis – controversial plant comes full-circle
Cannabis – controversial plant comes full-circle
Cannabis is making a comeback and enjoying popularity and acceptance it hasn’t seen in thousands of years – but caution is advised.
25-05-2021 | インサイト
Transforming the energy sector as an investment opportunity – video
Transforming the energy sector as an investment opportunity – video
Cleaner energy is critical in ensuring a healthier planet – and an unstoppable trend.
21-05-2021 | ビデオ
The future of food and wellness – watch the discussion
The future of food and wellness – watch the discussion
Healthy appetites are a thing of the future, according to these trend investors
11-05-2021 | ビデオ
Trends: Here today, here tomorrow – watch the show
Trends: Here today, here tomorrow – watch the show
We explore the power of trends in this fast-paced multimedia event, featuring investment research and debate.
15-04-2021 | ビデオ
SI Opener: Investing in health and disease prevention is the best cure
SI Opener: Investing in health and disease prevention is the best cure
Covid-19 has put the spotlight on health.
06-04-2021 | SI Opener
カーボン・フットプリント削減に向けた5ヵ年目標を設定
カーボン・フットプリント削減に向けた5ヵ年目標を設定
脱炭素化の動きが進んでいます。
26-03-2021 | インタビュー
Spring has to come simply because economic fundamentals require it
Spring has to come simply because economic fundamentals require it
How do you perceive the quant equity winter?
26-02-2021 | インタビュー
Investors use voting rights to address poor climate change policies
Investors use voting rights to address poor climate change policies
Companies that are not sufficiently decarbonizing will face opposition from shareholders, says Engagement Specialist Michiel van Esch.
19-02-2021 | インサイト
Sustainability Yearbook 2021: 7,000 companies, 70 gold medalists
Sustainability Yearbook 2021: 7,000 companies, 70 gold medalists
S&P Global has published its annual yearbook showcasing the sustainability performance of the world’s largest companies.
10-02-2021 | インサイト
The old school recovery
The old school recovery
A focus on stimulating the real economy will make the post-Covid-19 recovery different from previous ones, says Robeco’s Multi Asset team.
05-02-2021 | 月次アウトルック
When equity factors drop their shorts
When equity factors drop their shorts
How can you best construct an equity market neutral portfolio using a factor-investing approach?
01-02-2021 | インサイト
SI Opener:気候変動のアンビションに合致したポートフォリオの構築
SI Opener:気候変動のアンビションに合致したポートフォリオの構築
昨年12月にNZAM(ネットゼロ・アセットマネジャーズ・イニシアティブ)が創設され、ロベコは創設署名機関の1社に名を連ねました。
29-01-2021 | SI Opener
Beat the headline
Beat the headline
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
25-01-2021 | Column
It’s not growth vs value, it’s headline vs fundamentals
It’s not growth vs value, it’s headline vs fundamentals
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
22-01-2021 | インサイト
Markets will mirror vaccination success
Markets will mirror vaccination success
Vaccination rates acting as the key to ending the Covid-19 crisis are seen determining market success in early 2021.
08-01-2021 | 月次アウトルック
Why do ‘quality compounder’ stocks always look impossibly expensive?
Why do ‘quality compounder’ stocks always look impossibly expensive?
Trends investing focuses on the structural winners of secular growth trends, better known as ‘quality compounders’ – quality growth stocks able to compound shareholder value on a consistent basis.
08-01-2021 | インサイト
The Value tortoise is on the move
The Value tortoise is on the move
The availability of an effective Covid-19 vaccine may trigger a revival for Value investing, says Robeco strategist Peter van der Welle.
08-12-2020 | 月次アウトルック
Podcast: A great year for risky assets
Podcast: A great year for risky assets
With several vaccines on the way, 2021 promises to be a great year for equities.
07-12-2020 | ポッドキャスト
After Biden’s win, all eyes remain on Covid-19 and the recovery
After Biden’s win, all eyes remain on Covid-19 and the recovery
Joe Biden has been elected 46th US President, based on vote count.
04-12-2020 | インサイト
Outlook 2021: Tackling the trilemma
Outlook 2021: Tackling the trilemma
Finding the right balance between three things – public health, normal economic functioning, and personal freedoms – will be the main challenge for policymakers in 2021.
19-11-2020 | 年次アウトルック
Driving change at carmakers
Driving change at carmakers
A multi-decade transformational change has begun at carmakers that will identify the winners and losers for investors.
09-11-2020 | インサイト
'Most stocks do not outperform Treasury Bills in the long run'
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
30-10-2020 | インタビュー
Green hydrogen: powering the low-carbon future
Green hydrogen: powering the low-carbon future
Interview with Thiemo Lang, Senior Portfolio Manager, RobecoSAM Smart Energy and Smart Mobility strategies.
27-10-2020 | インタビュー
Keep your eye on the relevant ball
Keep your eye on the relevant ball
I know a lot, really.
19-10-2020 | Column
Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | 5ヵ年アウトルック
Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | 四半期アウトルック
Reports of the death of the office are greatly exaggerated
Reports of the death of the office are greatly exaggerated
The widespread lockdowns of 2020 have proved that remote working is a valid alternative to traditional office working.
14-10-2020 | インサイト
Expected Returns – watch the full show
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Digital event