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SI Dilemmas: We need to start thinking differently about SI and returns
SI Dilemmas: We need to start thinking differently about SI and returns
For many years, the debate has raged among investors and academics about whether sustainable investors need to sacrifice returns in order to achieve their values.
23-06-2022 | SI Dilemmas
Inflation may be more about the destination than the peak
Inflation may be more about the destination than the peak
We’re facing a highly unusual inflationary situation.
22-06-2022 | インサイト
China: Restarting engine three
China: Restarting engine three
The downtrodden Chinese consumer needs a helping hand if the country is to resume its growth flight path, says multi-asset investor Colin Graham.
07-06-2022 | 月次アウトルック
Podcast: What’s with inflation?
Podcast: What’s with inflation?
Rising inflation has become a growing concern for consumers around the world.
01-06-2022 | ポッドキャスト
Insurers weather the storm with net zero commitments
Insurers weather the storm with net zero commitments
Insurers are turning to net zero to solve their unique climate change challenges, says Robeco’s Head of Global Insurance Strategy, Ed Collinge.
25-05-2022 | インサイト
Markets are a voting machine, investing is a weighing machine
Markets are a voting machine, investing is a weighing machine
Weighing up the long view has never been more important as turbulence continues to hit markets, says multi-asset investor Colin Graham.
18-05-2022 | インサイト
Quant chart: Value accelerates to strongest start in decades
Quant chart: Value accelerates to strongest start in decades
Value has achieved the best start to a calendar year in over 35 years.
16-05-2022 | インサイト
Embracing the sustainability revolution in the world of investing
Embracing the sustainability revolution in the world of investing
What does the deep shift to sustainability mean for asset owners and asset managers?
09-05-2022 | インサイト
REITs: playing in extra time?
REITs: playing in extra time?
They’ve long been seen as defensive, since traditional bricks and mortar can usually survive any downturn.
05-05-2022 | 月次アウトルック
Sustainability Report 2021: Integrating sustainability into our investments and operations
Sustainability Report 2021: Integrating sustainability into our investments and operations
Robeco’s newly published Sustainability Report details our approach to integrating sustainability in our investments and operations.
28-04-2022 | インサイト
Higher risk-free returns do not lead to higher total stock returns
Higher risk-free returns do not lead to higher total stock returns
Our research shows that equity risk premiums tend to be higher when risk-free returns are low, and vice versa.
26-04-2022 | リサーチ
The road to climate investing – a journey for insurers
The road to climate investing – a journey for insurers
Climate change is a major issue for insurers as the industry signs up for net zero carbon commitments while also trying to maintain returns.
15-04-2022 | インサイト
Electric vehicle adoption accelerating as costs fall
Electric vehicle adoption accelerating as costs fall
Internal analysis substantiates that electric vehicle (EVs) have reached a critical inflection point.
14-04-2022 | インサイト
Indices insights: Does integrating sustainability reduce opportunities for active investors?
Indices insights: Does integrating sustainability reduce opportunities for active investors?
In this Indices insights article, we show that incorporating sustainability does not constrain the potential for alpha.
12-04-2022 | インサイト
The Value winter is thawing
The Value winter is thawing
The renaissance in Value stocks is set to continue, partly due to the climate transition, says multi-asset investor Colin Graham.
07-04-2022 | 月次アウトルック
PodcastXL: How to read the huge emerging markets discount
PodcastXL: How to read the huge emerging markets discount
Emerging markets look extremely cheap.
01-04-2022 | ポッドキャスト
Time to look for bargains with pricing power
Time to look for bargains with pricing power
It’s hugely difficult to make confident predictions in the current environment.
30-03-2022 | インサイト
Investors to be stricter on ESG during AGM season
Investors to be stricter on ESG during AGM season
The climate transition and social condition will be key issues during the AGM season – and companies cannot expect an easy ride.
25-03-2022 | インサイト
Water systems and climate change put cities at heightened risk
Water systems and climate change put cities at heightened risk
For many, water stress equates with physical water shortages, but too much water may be an even bigger problem.
22-03-2022 | インサイト
Surge in oil prices raises recession risk
Surge in oil prices raises recession risk
There are mitigating effects at play as crude prices soar following Russia’s invasion of Ukraine.
08-03-2022 | 月次アウトルック
Stay up to date with our investment views on the Russia-Ukraine conflict
Stay up to date with our investment views on the Russia-Ukraine conflict
In this article we will regularly post updates from the various investment teams.
03-03-2022 | インサイト
Si Dilemmas: What is our real world impact as investors in secondary markets?
Si Dilemmas: What is our real world impact as investors in secondary markets?
Allocating capital is the core business of investing.
24-02-2022 | SI Dilemmas
‘Most people are not good investors because they are driven by greed and fear’
‘Most people are not good investors because they are driven by greed and fear’
Exciting stocks can pose significant risks to investors.
22-02-2022 | インタビュー
Voting to promote the S in ESG
Voting to promote the S in ESG
Social issues will have a higher priority at the upcoming proxy voting season, say Robeco’s corporate governance specialists.
21-02-2022 | インサイト
Smart Energy’s mid-term outlook has never been brighter
Smart Energy’s mid-term outlook has never been brighter
Temporary market frictions not enough to short-circuit energy revolution.
14-02-2022 | インサイト
Running a tight chip – is there relief in sight for semiconductor supplies?
Running a tight chip – is there relief in sight for semiconductor supplies?
Two years on, the global economy still grapples with a severe chip shortage, with no immediate end in sight.
09-02-2022 | インサイト
Buying the dip? Watch out you don’t trip
Buying the dip? Watch out you don’t trip
Investors should be cautious about re-entering the stock market after the correction in January, says strategist Peter van der Welle.
08-02-2022 | 月次アウトルック
保険会社における気候変動のリスク管理
保険会社における気候変動のリスク管理
保険会社ほど気候変動の厳しい現実にさらされているセクターはありません。
07-02-2022 | インサイト
Podcast: Stick to your long-term investment beliefs
Podcast: Stick to your long-term investment beliefs
How tough will 2022 be for investors?
28-01-2022 | ポッドキャスト
US Inflation: the underlying reasons, the Fed’s reaction and the market impact
US Inflation: the underlying reasons, the Fed’s reaction and the market impact
US inflation has hit new records, leading investors to question whether rate rises can keep it in check, or whether the Fed is behind the curve again.
14-01-2022 | Webinar