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Insights

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
Protecting the planet heads 2022 engagement themes
Protecting the planet heads 2022 engagement themes
Preserving natural resources amid the drive for net zero emissions leads Robeco’s four new engagement themes for 2022.
07-01-2022 | Insight
Earnings engine in lower gear but still humming
Earnings engine in lower gear but still humming
As the new year begins, we maintain our positive outlook for developed markets, as well as our neutral stance on their emerging counterparts.
07-01-2022 | Quarterly outlook
China flexes its policy muscles – but can they still do the heavy lifting?
China flexes its policy muscles – but can they still do the heavy lifting?
China’s muscle flexing to fix its problems is set to keep investors cautious until the domestic economy garners more growth.
06-01-2022 | Monthly outlook
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 | Insight
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 | Insight
Podcast: Is this Peak Insanity?
Podcast: Is this Peak Insanity?
With current market valuations now exceeding those of 1929, and even of 1999, the term ‘peak insanity’ is coined.
24-12-2021 | Podcast
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 | Insight
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 | Research
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 | Interview
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 | Interview
Now is the time to integrate climate risk for real estate investors
Now is the time to integrate climate risk for real estate investors
The built environment accounts for over a third of global energy-related carbon dioxide (CO2) emissions.
16-12-2021 | Research
The low carbon transition is bound to be a watershed for financial institutions
The low carbon transition is bound to be a watershed for financial institutions
The private sector lending needed for the energy transition could reach USD 2 trillion annually over the 2021-2030 period.
14-12-2021 | Stunning statistics
Talk ’22: ‘It's likely that equity returns will be front-end loaded’
Talk ’22: ‘It's likely that equity returns will be front-end loaded’
Equities and commodities remain the favored asset classes of multi-asset Portfolio Manager Colin Graham and Strategist Peter van der Welle.
13-12-2021 | Interview
Inflation fears and a more hawkish Fed spook markets
Inflation fears and a more hawkish Fed spook markets
Rising inflation that prompted the Fed to suggest faster tapering which may accelerate rate hikes has rattled markets.
08-12-2021 | Monthly outlook
Integrating ESG and carbon metrics alongside active engagements
Integrating ESG and carbon metrics alongside active engagements
The 2021 United Nations’ COP26, took place early November.
29-11-2021 | Insight
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 | Insight
'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 | Interview
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 | Podcast
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 | Insight
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 | Insight
Talk ‘22: ‘We don't have a lot of time left to make changes’
Talk ‘22: ‘We don't have a lot of time left to make changes’
A global pandemic and climate change have raised the visibility of ESG, says Rachel Whittaker, Head of SI Research.
17-11-2021 | Interview
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 | Video
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 | Video
Corporate profits boom sends stocks to new peaks
Corporate profits boom sends stocks to new peaks
Equities have shrugged off macro headwinds and hit record highs in the US thanks to strong corporate earnings.
05-11-2021 | Monthly outlook
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 | Video
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
Human rights theme leads ground-breaking quarter for Active Ownership
Human rights theme leads ground-breaking quarter for Active Ownership
A new engagement theme focused on human rights due diligence leads the Active Ownership team’s Q3 report.
29-10-2021 | Active Ownership Report
COP26: Beefing up net zero commitments
COP26: Beefing up net zero commitments
Countries need to accelerate their decarbonization under what’s known as the ‘ratchet mechanism’ – making progressively bigger cuts in emissions to reach net zero.
28-10-2021 | Video
Roadmap outlines plan for move towards net zero emissions
Roadmap outlines plan for move towards net zero emissions
Robeco has laid out a roadmap for achieving carbon neutrality across all its assets under management by 2050.
27-10-2021 | Insight
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