インサイト - Insight Overview

Arnout van Rijn has been investing in Asia for 25 years; for more than half of this time, he has lived in Hong Kong.

08-07-2020 | ポッドキャスト

The latest wave of market euphoria prompts us to take profit and adopt a patient stance.

08-07-2020 | インサイト

Podcast: Straight talking about a circular future

Is rebuilding the global economy after Covid-19 an opportunity to fundamentally reboot economic systems?

01-07-2020 | ポッドキャスト

「共通の敵」は、政策立案者による大規模な非伝統的で協調的な一連の刺激策を引き起こしました。

30-06-2020 | インサイト

Sustainability trends in energy credits after Covid-19

Finding affordable, low-carbon and reliable energy sources is a challenge for investors in the energy sector.

22-06-2020 | インサイト

Pandemic starts process of EMs decoupling from each other

China, Taiwan and South Korea are among the farthest ahead on the path of normalization.

11-06-2020 | インサイト

さらに見る

Showing your metal – adding commodities to the mix

The time has come to invest in commodities as we emerge from the Covid-19 recession, says multi-asset specialist Jeroen Blokland.

05-06-2020 | 月次アウトルック

デジタルデータは想像を超える勢いで拡大してきました。

03-06-2020 | SI Opener

Covid-19 driving trends: a foot on the brake or the accelerator?

The unprecedented global policy response to the Covid-19 outbreak has brought us into uncharted territory regarding its future socio-economic fallout, and therefore presents major navigational challenges for investors.

13-05-2020 | インサイト

Will the oil price crash lower carbon footprints?

An historic plunge in the oil price has raised hopes that carbon footprints could be permanently cut – but this may be wishful thinking.

08-05-2020 | 月次アウトルック

‘ESG has worked as a performance cushion during the sell-off’

Chris Berkouwer talks about how his Sustainable Global Stars Equities strategy has weathered the storm during the Covid-19 sell-off, with the sustainable profile working as a performance cushion.

07-05-2020 | ビデオ

Covid-19 exposes weaknesses in country sustainability

The coronavirus has highlighted how vulnerable a nation can become to a sudden crisis, RobecoSAM warns in a new report.

01-05-2020 | インサイト

さらに見る

Central bank watcher: Rates in lockdown for longer

Central banks have stepped up to the plate by delivering significant amounts of easing.

28-04-2020 | インサイト

This time, banks are part of the solution

Compared to conditions during the global financial crisis, the health of the banking sector and the environment for banking are now significantly different.

22-04-2020 | インサイト

A negative oil price – a market quirk, or the ‘new normal’?

The price of US oil temporarily dipped below zero for the first time in history, which means an oil supplier has to pay someone to take it off their hands.

21-04-2020 | インサイト

The link between ESG and performance: SDG Credits stands the test

“An attribution analysis confirms our view that screening credit holdings for their sustainability characteristics is positive for performance,” says Guido Moret, Robeco’s Head of Sustainability Integration Credits.

21-04-2020 | インサイト