Close the gap
24-09-2021 | Daily sketch
The CO₂lumnist: Data providers and the greenhouse gas pie
The greenhouse gas emissions of different sectors forms parts of giant pie.
22-09-2021 | Column
Ecommerce tide also reaches Latin American shores
Retail ecommerce sales in Latin America skyrocketed by over 60% in 2020, as 38 million consumers bought online for the first time.
20-09-2021 | Stunning statistics
The profits party peaks, but the aftermath looks benign
Corporate earnings which have soared in the Covid-19 recovery are now flattening out.
07-09-2021 | 月次アウトルック
When less is more - making manufacturing clean, green, and lean
“Constraints have always been catalysts for catapulting innovation,” says Pieter Busscher, senior portfolio manager of the RobecoSAM Smart Materials Equity strategy.
04-08-2021 | インサイト
Ecommerce frenzy puts last-mile delivery under the spotlight
Fast grocery delivery operator Getir saw its valuation reach USD 7.
21-07-2021 | Stunning statistics
Olympic Games: on! Central banks: on! Equity party: on!
As we enter the second half of 2021, all the ingredients that have been fueling the global stock market rebound since March 2020 remain in place.
14-07-2021 | Column
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
12-07-2021 | 四半期アウトルック
How capex holds the key to a self-sustaining economic recovery
Capital expenditure to fix supply shortages and meet burgeoning demand is seen figuring strongly in the post-Covid recovery.
08-07-2021 | 月次アウトルック
Meet the many trends shaping the future of commerce
Ecommerce benefited significantly from the Covid-19 shock.
07-07-2021 | インサイト
The value comeback is driving emerging markets equities too
After a decade of lackluster returns, the value stock showdown reached a climax in 2020.
06-07-2021 | インサイト
Podcast: Value, back with a vengeance
Value stocks are in revival – this after what seemed like an endless run of underperformance relative to growth stocks.
01-07-2021 | ポッドキャスト
SI Opener: Putting climate action plans to a vote – a Say on Climate!
Shareholders are used to voting on a wide array of proposals.
24-06-2021 | インサイト
Value investing’s five principles that have stood the test of time
Value and growth investing have long had a back and forth relationship, with one style leading the market for a period before investors turn in favor of the opposite style.
22-06-2021 | インサイト
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
Cybercrime outbreak unleashes security spending tide
Approximately 30 billion data records were compromised last year.
16-06-2021 | Stunning statistics
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
As digital currencies rise, banking systems remain very much needed
Digitalization is everywhere.
02-06-2021 | インサイト
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
Cleaner energy is critical in ensuring a healthier planet – and an unstoppable trend.
21-05-2021 | ビデオ
Covid-19 magnifies the need for humanity to go on a diet
Nearly a third of the global population have gained weight since the start of the Covid-19 pandemic.
20-05-2021 | Stunning statistics
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
The coming wave of disruption: from bitcoin to decentralized finance
Bitcoin’s price fluctuations and rising carbon footprint have grabbed headlines for months.
20-04-2021 | インサイト
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
The future of food will be healthier and more sustainable
The increased focus on health and well-being is impacting all aspects of consumer spending.
14-04-2021 | インサイト
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
26-03-2021 | インタビュー
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
Amazon smashes Italy on R&D
US tech giant Amazon single-handedly spent more on research and development (R&D) than Italy in 2019, and even more so in 2020.
23-02-2021 | Stunning statistics
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