The availability of an effective Covid-19 vaccine may trigger a revival for Value investing, says Robeco strategist Peter van der Welle.
08-12-2020
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月次アウトルック
SI Opener: Covid-19 puts spotlight on labor issues in the apparel industry
The fashion industry has been severely affected by the Covid-19 pandemic due to its discretionary nature, impacting not only garment brands but also their supply chains.
26-11-2020
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SI Opener
The full ESG integration journey
Relive the Digital Explore event and join us in embracing environmental, social and governance (ESG) factors in the investment process.
11-11-2020
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Digital event
債券アウトルック：秋の連続イベント
連続した影響力の高いイベントが今後数週間に見込まれます。
05-11-2020
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インサイト
Engagement successes highlighted in Q3 Active Ownership report
Engagement has always been one of Robeco’s strengths, as shown by work completed in the third quarter by the Active Ownership team.
30-10-2020
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Active Ownership Report
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020
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四半期アウトルック
Reports of the death of the office are greatly exaggerated
The widespread lockdowns of 2020 have proved that remote working is a valid alternative to traditional office working.
14-10-2020
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インサイト
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020
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5ヵ年アウトルック
クレジット・アウトルック：市場はすでにワクチンを保有
世界はわれわれが通常の生活に戻ることができるようなワクチンを待っています。
09-10-2020
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四半期アウトルック
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020
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Digital event
Brave real world: the main takeaways from Expected Returns
The Covid-19 pandemic has completely changed the world, making it much harder for investors to navigate likely conditions for the major asset classes.
09-10-2020
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Digital event
Addressing carbon risk in investor portfolios
Investors have a role to play in facilitating the transition to a low-carbon economy.
09-10-2020
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Digital event
Building more resilient garment supply chains
Garment industry supply chains have been rocked by Covid-19, but corporate commitments to pay living wages remain on top of the agenda.
09-10-2020
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インサイト
Running on fumes, in search of the next refill
Markets need a major catalyst to move higher as they face headwinds led by the US elections and Covid-19, says strategist Peter van der Welle.
08-10-2020
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月次アウトルック
5-year Expected Returns: Brave real world
Few would doubt that the Covid-19 pandemic has completely changed the world.
29-09-2020
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5ヵ年アウトルック
Gross Domestic Past-it – rethinking how we value societal progress
The Covid-19 crisis has shown that we need to find other ways of measuring national success than just GDP, Robeco’s sustainability experts say.
