European banks: Go for debt
Despite earnings compression, the creditworthiness of European banks appears intact.
07-08-2019 | インサイト
Sweden again tops national sustainability poll
Sweden has defended its position as the world’s most sustainable nation in RobecoSAM’s latest Country Sustainability Ranking.
17-07-2019 | インサイト
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
Brexit saga set to drag on until June or longer
Investors are bracing for the prospect of a delayed or canceled Brexit, as the saga looks set to drag on for at least another three months.
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
Client update: FAQ about Robeco’s Brexit preparations
Robeco is carefully analyzing all Brexit-related business risks.
01-02-2019 | インサイト
Climate change dominates Robeco’s public policy engagement
The battle against global warming was a central theme in Robeco’s engagement with public bodies in 2018.
03-01-2019 | Active Ownership Report
The twilight of the Merkel era (playfully referred to in German as Merkeldämmerung) could be added to the list of political risks for the Eurozone in 2019.
11-12-2018 | インサイト
Robeco's Active Ownership realizes success with Shell
Robeco has been recognized for its critical role in persuading Royal Dutch Shell to significantly strengthen its measures to reduce its carbon footprint.
07-12-2018 | インサイト
Two European headaches: Brexit and Italy
Drawing a line under both of these situations will help European equities deliver improved relative performance within a global equity portfolio, and banks will play a key role in this.
06-12-2018 | インサイト
A first step towards normalization
The European Central Bank is ready to raise interest rates for the first time since Draghi took office.
11-11-2018 | インサイト
Tightening in tougher conditions
In our new Central Bank Watcher, we examine the policy and actions of the world’s major central banks (Federal Reserve, European Central Bank, People’s Bank of China and the Bank of Japan).
30-10-2018 | インサイト
ロベコSIフォーラム／SAMサステナビリティアワード2019 in Tokyo
All roads lead to Rome but few lead to Italian debt sustainability
It was a warning made two and a half centuries ago – but it has stood the test of time.
29-10-2018 | 5ヵ年アウトルック
Brexit - still bordering on the ridiculous
Stalemate over the Irish border is raising the risk that the UK will crash out of the EU without a deal, says Robeco Chief Economist Léon Cornelissen.
16-10-2018 | インサイト
UK moves ever closer to a ‘soft Brexit’
Britain is likely to remain half in and half out of the EU after more high drama in the Brexit saga, says Robeco Chief Economist Léon Cornelissen.
10-07-2018 | インサイト
Will it be BRINO – Brexit In Name Only?
The UK is likely to end up with a Brexit In Name Only (BRINO) when it ‘leaves’ the European Union, says Robeco Chief Economist Léon Cornelissen.
08-06-2018 | インサイト
The Italian crisis - a mere ripple or more of a wave?
It pushed aside trade war talk and the Korean summit saga to take center stage.
07-06-2018 | 月次アウトルック
Summer read: A concise financial history of Europe
In many cases human behavior is the major force driving asset prices.
30-05-2018 | インサイト
Germany, or even Europe, to be thrown into political turmoil?
Euroscepticism was put to the electoral test last year, and apparently it failed
15-02-2018 | Column
EU data protection regulation to boost the cybersecurity sector
New European data privacy regulation will create many opportunities for cybersecurity companies.
20-12-2017 | インサイト
Beware the demographic death spiral
Every month we look at stunning statistics from the world of sustainability.
24-05-2017 | Stunning statistics
An investor’s perspective on Turkey’s coup attempt
After the recent coup attempt, President Recep Tayyip Erdogan has strengthened his grip on the country.
25-08-2016 | Emerging markets alert