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Healthy Living - a defensive alternative to blistering markets
Healthy Living - a defensive alternative to blistering markets
Volatile markets are sinking some investors and whiplashing others.
06-04-2022 | インサイト
債券アウトルック:チェックメイト(Czech mate)に陥る
債券アウトルック:チェックメイト(Czech mate)に陥る
中央銀行は万策尽きた状態に陥ったのかもしれません。
01-04-2022 | インサイト
Running a tight chip – is there relief in sight for semiconductor supplies?
Running a tight chip – is there relief in sight for semiconductor supplies?
Two years on, the global economy still grapples with a severe chip shortage, with no immediate end in sight.
09-02-2022 | インサイト
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
Expected Returns 2022-2026 – Watch the full show
Expected Returns 2022-2026 – Watch the full show
Things are heating up, in different senses of the phrase.
07-10-2021 | Digital event
The profits party peaks, but the aftermath looks benign
The profits party peaks, but the aftermath looks benign
Corporate earnings which have soared in the Covid-19 recovery are now flattening out.
07-09-2021 | 月次アウトルック
Engaging to improve labor practices in the post-Covid world
Engaging to improve labor practices in the post-Covid world
A new engagement program aims to improve workers’ rights and the poor labor conditions highlighted by Covid-19.
02-08-2021 | インサイト
Engaging with companies affected by Covid-19
Engaging with companies affected by Covid-19
The legacy of Covid-19 is the main focus of the Robeco Active Ownership team’s Q2 report, leading with its impact on labor.
30-07-2021 | Active Ownership Report
How will carmakers survive the shift to electrification?
How will carmakers survive the shift to electrification?
Regulation, changing consumer preferences and new entrants are cranking up the pressure.
09-07-2021 | インサイト
How capex holds the key to a self-sustaining economic recovery
How capex holds the key to a self-sustaining economic recovery
Capital expenditure to fix supply shortages and meet burgeoning demand is seen figuring strongly in the post-Covid recovery.
08-07-2021 | 月次アウトルック
Europe takes up the baton
Europe takes up the baton
Vaccination success will allow Europe’s economic recovery to catch up with the US and China, says strategist Peter van der Welle.
08-06-2021 | 月次アウトルック
Covid-19 magnifies the need for humanity to go on a diet
Covid-19 magnifies the need for humanity to go on a diet
Nearly a third of the global population have gained weight since the start of the Covid-19 pandemic.
20-05-2021 | Stunning statistics
Trends: Here today, here tomorrow – watch the show
Trends: Here today, here tomorrow – watch the show
We explore the power of trends in this fast-paced multimedia event, featuring investment research and debate.
15-04-2021 | ビデオ
Game on – addressing the social impact of gaming
Game on – addressing the social impact of gaming
Gaming has been one of the few winners of Covid-19, as people stuck at home took to their consoles.
07-04-2021 | インサイト
Creating equity for all goes beyond a firm’s walls
Creating equity for all goes beyond a firm’s walls
Covid-19 hasn’t eclipsed issues of equality at work, it’s underscored its importance.
08-03-2021 | インサイト
The Value tortoise is on the move
The Value tortoise is on the move
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 | 月次アウトルック
SI Opener: Covid-19 puts spotlight on labor issues in the apparel industry
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 | SI Opener
Four ESG trends that will shape the post-Covid-19 world
Four ESG trends that will shape the post-Covid-19 world
A ‘once in a generation’ shock event, the coronavirus will impact the trajectory of ESG trends substantially.
08-09-2020 | インサイト
SI Opener:コロナ後の時代におけるデジタル上の人権保護
SI Opener:コロナ後の時代におけるデジタル上の人権保護
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?
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
Covid-19 exposes weaknesses in country sustainability
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
The link between ESG and performance: SDG Credits stands the test
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
コロナウィルス危機下で最も重要なESG課題とは
コロナウィルス危機下で最も重要なESG課題とは
新型コロナウィルス危機が社会や金融市場に影響を及ぼし始めるとともに、ロベコでは、この危機とサステナブル投資やESGとの関係について、多くの質問を受けました。
07-04-2020 | Column
Equity styles and the Spanish flu
Equity styles and the Spanish flu
Covid-19 first appeared at the start of December 2019.
02-04-2020 | インサイト
債券アウトルック:コロナ・ショックと「Baa」字型回復
債券アウトルック:コロナ・ショックと「Baa」字型回復
債券投資の投資機会は、安全な国債から急速に社債へとシフトしています。
01-04-2020 | 四半期アウトルック
A shock of Titanic proportions
A shock of Titanic proportions
The world is facing an unprecedented public health crisis that is having a huge impact on both human society and the economy.
27-03-2020 | インサイト