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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
Acceleration to Paris leads Q4 Active Ownership report
Acceleration to Paris leads Q4 Active Ownership report
Tackling the world’s worst emitters leads the Q4 Active Ownership report as engagement is seriously ramped up over carbon.
28-01-2022 | Active Ownership Report
SI Dilemmas: Is ‘E’ or ‘S’ more important?
SI Dilemmas: Is ‘E’ or ‘S’ more important?
Sustainable investing has become mainstream, but it’s not a perfect science, with many challenges that practitioners must face.
27-01-2022 | SI Dilemmas
2022年は地球保護が最大のエンゲージメント・テーマに
2022年は地球保護が最大のエンゲージメント・テーマに
排出量ネットゼロを推進する中で天然資源の保護にも取り組むことが、ロベコが2022年に新たに設定する4つのエンゲージメント・テーマの中核となります。
24-01-2022 | インサイト
Our outlook for SI and engagement themes for 2022
Our outlook for SI and engagement themes for 2022
Higher demand for sustainable investing strategies is set to continue in 2022 as the world works towards net zero emissions.
13-01-2022 | Webinar
Finland tops country sustainability ranking for the first time
Finland tops country sustainability ranking for the first time
After decades in the shadows of its Nordic neighbors, Finland finally emerges as the new northern light for sustainability performance.
05-01-2022 | インサイト
Managing climate change risk for insurers
Managing climate change risk for insurers
No sector is more exposed to the harsh reality of climate change than insurers.
30-12-2021 | インサイト
A perfect storm in energy markets
A perfect storm in energy markets
The energy crisis unfolding across the globe is rocking energy markets, creating winners and losers across the energy value chain.
23-12-2021 | インサイト
Factoring carbon taxes into a Value strategy
Factoring carbon taxes into a Value strategy
Incorporating carbon taxes into a Value strategy at a stock level is equivalent to imposing carbon footprint constraints on the overall portfolio.
22-12-2021 | リサーチ
Central bank watcher: Different worlds
Central bank watcher: Different worlds
Not all global policymakers are in a rush to remove the punch bowl.
20-12-2021 | インサイト
The big shift: turning truly and sustainably green
The big shift: turning truly and sustainably green
After a summer of regional floods and forest fires, followed by COP26 in autumn, now is an opportune time to pause and take stock.
20-12-2021 | インタビュー
Talk ‘22: ‘Staying the course is crucial’
Talk ‘22: ‘Staying the course is crucial’
Covid-19 has shown us that it is important to stick to our approach, says Wilma de Groot, Co-head of Quant Equity Portfolio Management.
17-12-2021 | インタビュー
クレジット・アウトルック:不完全な情報に基づく不完全な予測
クレジット・アウトルック:不完全な情報に基づく不完全な予測
現在は、歪みを生じさせる要因が数多く作用しているため、シンプルな答えを求めて経済理論を拠り所とするわけにはいきません。
15-12-2021 | 四半期アウトルック
債券アウトルック:マルチプル・シグマ・イベントの再来
債券アウトルック:マルチプル・シグマ・イベントの再来
債券市場全体にはいくつかのマルチプル・シグマ・イベントが見受けられます。
15-12-2021 | 四半期アウトルック
2022年に向けて:変革のための時間は残り僅か
2022年に向けて:変革のための時間は残り僅か
ロベコの専門家がそれぞれの専門分野について5つの重要な質問に答える2022年のアウトルック・インタビュー・シリーズから、グローバル・パンデミックと気候変動がESGの認知度を高めている点を中心に、サステナブル投資リサーチ責任者であるRachel Whittakerに意見を聞きました。
14-12-2021 | インタビュー
Quant modeling can use non-numerical data, too
Quant modeling can use non-numerical data, too
We find that text analysis can predict the risk and return characteristics of corporate bonds.
10-12-2021 | インサイト
The capex costs of reaching the Paris goals
The capex costs of reaching the Paris goals
We use green bond reporting to compare the environmental impact of a range of green projects.
06-12-2021 | インサイト
Shielding factor portfolios from credit downgrades and defaults
Shielding factor portfolios from credit downgrades and defaults
Gaining more by losing less in multi-factor credit strategies.
30-11-2021 | インサイト
Green is the new color, also for emerging markets
Green is the new color, also for emerging markets
Emerging markets have been significantly increasing their investments in green energy generation.
25-11-2021 | インサイト
Talk ’22: ‘A season for active credit managers to thrive’
Talk ’22: ‘A season for active credit managers to thrive’
With super stimulus gradually coming to an end, markets will once again be able to distinguish between good and bad credit, says Sander Bus, Co-Head of Credits.
24-11-2021 | インタビュー
'Investors can benefit from the use of sustainability data'
'Investors can benefit from the use of sustainability data'
Innovative developments in the area of sustainability data can uncover new ways of assessing opportunities and risks.
23-11-2021 | インタビュー
Podcast: Why the research that backs sustainable investing takes tenacity
Podcast: Why the research that backs sustainable investing takes tenacity
The wave of inflows continues into ESG-focused funds and impact-targeting strategies.
22-11-2021 | ポッドキャスト
Power play – why lithium remains the unchallenged champion of battery metals
Power play – why lithium remains the unchallenged champion of battery metals
Structural supports, low cost and proven performance in EV markets make lithium ideal for exposure to electrification and decarbonization trends.
18-11-2021 | インサイト
排出量ネットゼロに向けたロードマップを策定
排出量ネットゼロに向けたロードマップを策定
ロベコは、2050年までに全運用資産においてカーボンニュートラルを実現するためのロードマップを策定しました。
17-11-2021 | インサイト
Reflections on the COP26 Climate Summit
Reflections on the COP26 Climate Summit
COP26 provided a breakthrough on the rulebook of the Paris Agreement.
17-11-2021 | インサイト
COP26: The verdict on the COP26 summit
COP26: The verdict on the COP26 summit
So, did our leaders rise to the occasion and understand the gravity of the climate crisis we’re in?
15-11-2021 | ビデオ
COP26: Toughening up on carbon disclosure
COP26: Toughening up on carbon disclosure
It’s essential to know just how much carbon is being emitted each year by countries and companies, but the current system of disclosure is random and voluntary.
11-11-2021 | ビデオ
COP26: Using nature to offset emissions
COP26: Using nature to offset emissions
Over half of all greenhouse gas emissions are absorbed by nature.
09-11-2021 | ビデオ
COP26: Helping poorer countries to adapt
COP26: Helping poorer countries to adapt
Developed countries are historically responsible for most of the emissions, and the challenge is to stop emerging markets going down the same coal-fired path.
04-11-2021 | ビデオ
Our road to net zero in 2050
Our road to net zero in 2050
Limiting global warming to meet the Paris Agreement means the world must become carbon neutral by 2050.
03-11-2021 | Webinar