Fixed income outlook: Twin peaks
In the past 50 years, every single recessionary peak in credit spreads has been preceded by a peak in government bond yields.
20-09-2022 | インサイト
Finland once again the world’s sustainability champion
Finland and its Nordic neighbors maintain top sustainability status; Russia plunges.
20-09-2022 | インサイト
The Introductory Guide to Net Zero 2050 Climate Equities
Climate change is the biggest challenge facing humanity – and it’s also the biggest investment opportunity.
16-09-2022 | インサイト
Podcast: Has the sustainability premium vanished?
It’s been a gruelling year so far for financial markets, including for equities.
13-09-2022 | ポッドキャスト
Indices insights: Does climate beta pick up on climate risk?
Our climate beta measure quantifies how sensitive a stock is to the transition to a low-carbon economy.
13-09-2022 | インサイト
Measuring sustainability performance: comparing an SDG score with ESG ratings
Investors are seeking more powerful tools to measure how sustainable companies are.
09-09-2022 | インサイト
This CIO's summer reading list on sustainability – and why you should read it too
Climate change is urgent, and a more comprehensive approach is needed to tackle it effectively.
09-09-2022 | インタビュー
Schrödinger’s economy – when should we open the box?
Knowing the true state of the US economy will be key to assessing risks for the coming months, says multi-asset investor Colin Graham.
07-09-2022 | 月次アウトルック
Learn from the birds and the bees – the urgency of biodiversity
Protecting biodiversity has become as urgent as the need to tackle climate change, and investors can play a role.
06-09-2022 | インサイト
Investors can help sustain our planet’s biodiversity
A twin emergency alongside climate change, it's important to understand how a decline in biodiversity is already impacting the global economy and financial markets.
31-08-2022 | ビデオ
SDGs help investors achieve their sustainable ambitions
The UN’s Sustainable Development Goals help take investing to the next level.
31-08-2022 | ビデオ
Indices insights: Do investors act on shifts in climate concerns?
A novel ‘polluting-minus-clean’ portfolio tends to underperform in periods of heightened climate policy uncertainty, and vice versa.
25-08-2022 | インサイト
‘Alternative data allows you to take a deeper look’
Novel data sources and techniques can help you tap into alternative alpha.
24-08-2022 | インタビュー
23-08-2022 | プレスリリース
The SDGs at half-time – we need to score (with) more goals
It has been seven and a half years since the UN’s Sustainable Development Goals were launched to great fanfare in 2015.
23-08-2022 | インサイト
‘Quantification of sustainability can be pushed even further’
There is a large amount of untapped alternative data that can be used for sustainable investments.
18-08-2022 | インタビュー
Marrying sustainability and emerging markets expertise in quantitative strategies
The most sustainable emerging market companies are on par with those in developed markets.
03-08-2022 | インサイト
Time for the Asia-Pacific green bond market to step up to the challenge
Green bond issuance in the region has grown enormously.
01-08-2022 | インサイト
Net-zero focus in Q2 Active Ownership report
Engaging to cut corporate emissions leads the Active Ownership team’s Q2 report as a new net-zero 2050 investment fund is launched.
29-07-2022 | Active Ownership Report
Should shorting count for net-zero portfolios?
Short positions can be a meaningful add-on, but should not be an excuse for inaction on the long side of a portfolio.
27-07-2022 | インサイト
Sustainability investing under threat? Not so fast
After riding the tailwinds from bullish markets for several years, sustainable investing seems to have been affected by the winds changing course more recently.
21-07-2022 | インサイト
Robeco launches pure-play net zero climate strategy
Robeco has created a ‘no nonsense’ Net Zero 2050 Climate Equities strategy that will seek the world’s leaders in decarbonization.
18-07-2022 | インサイト
Indices insights: Combing through the climate data forest
We unpack the merits of different carbon metrics used to gauge climate risk in portfolios, including a new climate beta measure.
13-07-2022 | インタビュー
Weighing the pros and cons of nuclear power as climate urgency grows
Robeco has revised its stance on nuclear power as part of efforts to transition to a net zero economy.
12-07-2022 | インサイト
Half-time! And what a ride it has been
After a turbulent first half of the year, the summer holidays represent a great time to catch up on useful information that you might have missed amid the tumult.
08-07-2022 | インサイト
The Three Peaks Challenge: the markets’ race against time
Inflation, interest rates and the US dollar all need to peak this year before markets calm down, says multi-asset investor Colin Graham.
07-07-2022 | 月次アウトルック
Insurers take the lead in sustainable investing
Insurers face a unique double whammy when it comes to climate change.
06-07-2022 | インサイト
Anyone for hiking this summer?
Hiking in summer is a popular way of getting away from it all, rambling across the hills and enjoying the views.
30-06-2022 | 四半期アウトルック
The future of fashion
As long-term investors, we think carefully about the impact of secular changes in consumer behavior on industries and individual companies.
28-06-2022 | インサイト
SI Dilemmas: We need to start thinking differently about SI and returns
For many years, the debate has raged among investors and academics about whether sustainable investors need to sacrifice returns in order to achieve their values.
23-06-2022 | SI Dilemmas