The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
25-01-2021
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Column
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
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インサイト
Consumer trends in 2021: The future of commerce and the caring economy
The Covid-19 pandemic suddenly accelerated some of the shifts our Global Consumer Trends strategy aims to benefit from.
21-01-2021
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インサイト
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
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月次アウトルック
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
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インサイト
Robeco FinTech turns three as industry gathers momentum
In just a few years, fintech has gone from being a nice niche investment concept to become one of the most coveted playfields for equity investors.
14-12-2020
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インサイト
Sustainable thematic investing and UN SDGs, a natural fit
The UN’s Sustainable Development Goals (SDGs) provide an excellent framework for investors to seek returns while helping shape a more sustainable world.
11-12-2020
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インサイト
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
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月次アウトルック
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
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ポッドキャスト
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
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インサイト
Unlocking 5G’s potential
We believe 2021 will be an inflection point for 5G – and a select group of companies will reap the fruits of this powerful shift.
03-12-2020
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年次アウトルック
Not all investable trends and themes are about fancy tech innovation
While some of the most attractive trends and thematic investing narratives have to do with technology and innovation, it’s not always the case.
27-11-2020
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インサイト
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
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年次アウトルック
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
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インサイト
Podcast: Trends investing – art or science?
Covid-19 seems to have increased the speed at which trends are changing our world.
02-11-2020
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ポッドキャスト
'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
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インタビュー
Green hydrogen: powering the low-carbon future
Interview with Thiemo Lang, Senior Portfolio Manager, RobecoSAM Smart Energy and Smart Mobility strategies.
27-10-2020
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インタビュー
Keep your eye on the relevant ball
I know a lot, really.
19-10-2020
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Column
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
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5ヵ年アウトルック
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020
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四半期アウトルック
Investing in the circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
