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Visie

Grafiek van de week
Grafiek van de week

Bonds have more fun

11-08-2017 | Visie
Het einde van QE is in zicht!
Het einde van QE is in zicht!
Gemengde berichten van centrale banken zijn mogelijk een verdekte aanwijzing voor het einde van de kwantitatieve verruiming (QE), zegt Lukas Daalder van Robeco.
10-07-2017 | Maandelijkse vooruitblik
Duurzaamheid in enhanced indexing naar nog hoger niveau
Duurzaamheid in enhanced indexing naar nog hoger niveau
De toenemende vraag naar duurzame beleggingsoplossingen brengt uitdagingen met zich mee.
10-07-2017 | Visie
The paradox of natural gas
The paradox of natural gas
Natural gas is giving investors a headache, due to a paradox in its effect on climate change.
17-08-2017 | Opvallende getallen
Momentum in futures market
Momentum in futures market
Does momentum investing work with futures?
09-08-2017 | Visie
Best economic links of the web
Best economic links of the web

Tight labour markets, declining income

04-08-2017
In zeven stappen naar ESG-integratie
In zeven stappen naar ESG-integratie
Download de paper
Using credit information for Quant Equity
Using credit information for Quant Equity
02-08-2017 | Research
Behind every cloud is a data center
Behind every cloud is a data center
No sector can avoid digitization and real estate is not an exception.
31-07-2017 | Visie
Will central banks spoil buoyant market sentiment?
Will central banks spoil buoyant market sentiment?
In its quarterly outlook, the Global Fixed Income Macro team sees central banks gradually normalizing their policies.
28-07-2017 | Quarterly outlook
Chinese A-shares: does taking risk pay off?
Chinese A-shares: does taking risk pay off?
Is risk rewarded on the Chinese A-share market?
27-07-2017 | Research
Social factors rise in prominence for sustainability
Social factors rise in prominence for sustainability
The importance of measuring social factors – the ‘S’ in ESG – is rising up the sustainability agenda, Robeco’s recent experience shows.
26-07-2017 | Visie
Not all trash is created equal
Not all trash is created equal
The problem of waste has ever been a problem – and it’s now coming from some surprising places.
25-07-2017 | Opvallende getallen
Factorbeleggen
Factorbeleggen
Lees meer over factorbeleggen
Hunt for dollars keeps Chinese credit spreads down
Hunt for dollars keeps Chinese credit spreads down
Despite China’s growing corporate debt burden, Chinese credits are trading at unattractive levels.
21-07-2017 | Visie
The Quality Factor
The Quality Factor
The quality effect is the tendency of high-quality stocks to outperform low-quality ones.
19-07-2017 | From the field
The value of multiple momentum signals
The value of multiple momentum signals
The concept of Momentum is not only a basic principle of physics.
18-07-2017 | Research
Does Carry add value to existing credit factors?
Does Carry add value to existing credit factors?
Is Carry a factor in its own right in credit markets?
11-07-2017 | Research
Valutarisico bij pensioenfondsen: toch maar volledig afdekken?
Valutarisico bij pensioenfondsen: toch maar volledig afdekken?
Valutaschommelingen kunnen een groot effect hebben op het rendement van pensioenfondsen.
10-07-2017 | Visie
De opties en gevolgen van de Brexit
De opties en gevolgen van de Brexit
De Brexit-onderhandelingen zijn begonnen, de tijd tikt langzaam weg.
07-07-2017 | Visie
Never the Twain shall meet? Robeco’s summer reading
Never the Twain shall meet? Robeco’s summer reading
What are the leading lights of Robeco reading while on vacation?
07-07-2017 | Visie
Six ways to improve the sustainability of credit portfolios
Six ways to improve the sustainability of credit portfolios
It is our conviction that analysing sustainability information leads to better informed investment decisions.
06-07-2017 | Visie
Verbijsterende passiviteit op creditmarkten
Verbijsterende passiviteit op creditmarkten
Het Credit-team van Robeco ziet een scala aan onevenwichtigheden die jarenlang kunnen aanhouden, maar ook ineens kunnen corrigeren.
06-07-2017 | Quarterly outlook
Factor investing: limited overcrowding risk
Factor investing: limited overcrowding risk
A key concern often voiced by factor investing and smart beta sceptics is the possible risk of overcrowding.
03-07-2017 | Interview
Factor investing challenges: determining how much to allocate
Factor investing challenges: determining how much to allocate
Factor-based strategies have become increasingly popular in recent years.
30-06-2017 | Uitdagingen bij factorbeleggen
Estimating the equity risk premium
Estimating the equity risk premium
Assessing the equity risk premium (ERP) is an ongoing debate among academics.
28-06-2017 | From the field
Insider transactions: ESG indicator or noise?
Insider transactions: ESG indicator or noise?
How do we identify indicators for our Emerging Markets ESG Survey?
28-06-2017 | Visie
Vijf zorgen over low volatility index-ETF’s
Vijf zorgen over low volatility index-ETF’s
Aandelenbeleggers die een lage volatiliteit nastreven, kunnen kiezen tussen actieve managers en index-ETF’s.
27-06-2017 | Research
Hydroelectric’s power has been watered down
Hydroelectric’s power has been watered down
Growth in renewable energy has dramatically cut the share of the oldest form of it – hydroelectricity.
26-06-2017 | Opvallende getallen
Country Sustainability Ranking: peripheral progress stalling
Country Sustainability Ranking: peripheral progress stalling
The European peripheral countries have not made any further progress in the RobecoSAM Country Sustainability Ranking.
23-06-2017 | Visie
Fears of Trump's impact on China overstated
Fears of Trump's impact on China overstated
Will the competing agendas of Xi and Trump cause turmoil in emerging markets?
22-06-2017 | Visie
Robeco Quarterly June 2017
Robeco Quarterly June 2017
The fourth edition of Robeco Quarterly – our quant, sustainability and research magazine – is published.
21-06-2017 | Magazine