Blokland’s daily sketch
Japanese GDP growth collapses
Factor investing debates: Are fees the most important variable in product selection?
To choose a product, investors tend to rely on a few easy-to-grasp variables, like recent performance and, increasingly, fees.
14-02-2020 | インサイト
Graph of the week
14-02-2020 | インサイト
Solvency regulations and low-risk investing: comparing the Nordics with the Netherlands
Pension regulations in the Nordic countries and the Netherlands are similar to insurance regulation in the European Union.
11-02-2020 | インサイト
Navigating the ESG labyrinth
In this handy guide, we share the knowledge and experience we have gained from decades of sustainable investing.
05-02-2020 | インサイト
SAM publishes Sustainability Yearbook 2020
SAM has published its annual yearbook showcasing the sustainability performance of the world’s largest companies.
03-02-2020 | インサイト
Exclusions may simply be transferring a problem
Do exclusions work?
03-02-2020 | リサーチ
Al and health care engagement lead Q4 Active Ownership report
Reviews of two major engagement themes lead the Robeco Active Ownership team’s latest quarterly report.
31-01-2020 | Active Ownership Report
Central bank watcher: Liquidity preference
The key central banks have a preference for injecting liquidity rather than further interest rate cuts.
24-01-2020 | インサイト
Real estate fund cuts its carbon footprint
Robeco Sustainable Property Equities has scored well above average for sustainability in an industry survey for the sixth year in a row.
24-01-2020 | インサイト
23-01-2020 | インサイト
Podcast: It’s time asset managers make money talk
If we start investing much more towards the long term, and to sustainable solutions, things will go very, very quickly, says Robeco CEO Gilbert Van Hassel.
22-01-2020 | ポッドキャスト
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
New year, new investment ideas?
21-01-2020 | インサイト
Climate partnerships needed between company boards and investors
A partnership between companies and investors is essential if climate change targets are to be met.
20-01-2020 | インサイト
Norway is now the most sustainable country in the world
Norway has overtaken its neighbor Sweden to become the world’s most sustainable country, RobecoSAM’s latest Country Sustainability Ranking reveals.
16-01-2020 | インサイト
Our approach to sustainable investing in nuclear power
Robeco acknowledges the usefulness of nuclear power in particular situations.
15-01-2020 | インサイト
Mind the skew – stocks may not yet have peaked
A curious skew in historical stock returns means global equities may have some upside left, says strategist Peter van der Welle.
09-01-2020 | 月次アウトルック
Investing in China is a question of stock picking rather than index picking
In just a decade, Chinese assets have gone from exotic category status to that of must for global investors.
08-01-2020 | インタビュー
The volatility effect revisited
Over the past decade, low volatility has become a popular investment style.
07-01-2020 | リサーチ
Podcast: Why contributing to the SDGs is a do or die
If investors ignore the challenges the SDGs represent, future growth will be much lower and much more erratic than it has been in the past.
06-01-2020 | ポッドキャスト
Factor investing debates: Are there any capacity issues?
Even though factor premiums may be persistent, harvesting them in a consistent and efficient way is no mean feat.
30-12-2019 | インサイト
27-12-2019 | インサイト
Recalled to Life: Finding the right bonds for recovery
Global growth has slowed for two years, at some point trends will bottom out.
19-12-2019 | 年次アウトルック
Index investing: passive in name only
Not all index-based products are alike.
18-12-2019 | From the field
Reform agenda in Brazil signals better investment conditions
The government commitment to reforms in Brazil is a source of cautious optimism for investors.
17-12-2019 | インサイト
Global warming accelerates as emissions hit new records
Greenhouse gas levels in the atmosphere are higher than ever before, two new studies have found.
16-12-2019 | Stunning statistics
Echoing Footsteps: The return of the underdog
It has been a while since we heard so much talk about value versus growth and momentum.
12-12-2019 | 年次アウトルック
Credit outlook: There is no average
There is a bid for safety in credit markets, but a need for yield.
10-12-2019 | 四半期アウトルック
Measuring credit risk with Duration Times Spread
Accurately measuring credit risk is a significant challenge for credit investors.
10-12-2019 | リサーチ
Short positions do not add value to factor investing strategies
Common wisdom among academics and investors has it that factors are best harvested using both long and short positions.
09-12-2019 | リサーチ