netherlandsnl

Visie

Sleeping giants – the case for emerging markets
Sleeping giants – the case for emerging markets
Emerging markets have taken a back seat as the world has focused on macroeconomic concerns.
29-11-2022 | Webinar
SI Dilemma: Koers houden naar netto-nul in 2050
SI Dilemma: Koers houden naar netto-nul in 2050
De klimaattop COP27 heeft een paar winstpunten opgeleverd, maar al met al was het resultaat ronduit teleurstellend.
24-11-2022 | SI Dilemmas
Vooruitzichten voor 2023: Pijn op korte termijn, winst op lange termijn
Vooruitzichten voor 2023: Pijn op korte termijn, winst op lange termijn
Wij verwachten in 2023 een flinke verbetering van de rendementsvooruitzichten voor belangrijke beleggingscategorieën.
17-11-2022 | Jaarlijkse vooruitblik
Podcast: Nowhere near an equilibrium between growth and value
Podcast: Nowhere near an equilibrium between growth and value
Value has proven over the past two years that it’s not dead, after all.
08-11-2022 | Podcast
Investing in the transition to a nature positive world through new biodiversity strategy
Investing in the transition to a nature positive world through new biodiversity strategy
Protecting the Earth’s biodiversity has become as urgent as tackling climate change.
03-11-2022 | Webinar
Vijf dingen die u moet weten over beleggen in biodiversiteit
Vijf dingen die u moet weten over beleggen in biodiversiteit
Het beschermen van biodiversiteit is even belangrijk geworden als het aanpakken van de klimaatverandering.
31-10-2022 | Visie
Engaging to improve diversity and resource management
Engaging to improve diversity and resource management
Addressing the impacts that companies have on society and natural resources leads the Active Ownership team’s third-quarter report.
28-10-2022 | Rapport actief aandeelhouderschap
Markets swoon on power play but long-term goals intact
Markets swoon on power play but long-term goals intact
President Xi consolidated power and recommitted to China’s long-term development plans.
27-10-2022 | Visie
SI Dilemmas: Moeten ESG-gegevens perfect zijn?
SI Dilemmas: Moeten ESG-gegevens perfect zijn?
Het meest hardnekkige discussiepunt op het gebied van duurzaam beleggen is: wanneer zijn de gegevens goed genoeg?
27-10-2022 | Column
Manager in the middle
Manager in the middle
24-10-2022 | Daily sketch
Robeco to launch Biodiversity Equities strategy
Robeco to launch Biodiversity Equities strategy
A new Robeco investment strategy targets companies that can benefit from the transition to a nature-positive world.
21-10-2022 | Visie
Picking the unloved gems
Picking the unloved gems
Value investing may offer safe havens in a recession as the Fed raises rates, says veteran fund manager Chris Hart.
20-10-2022 | Visie
How climate change impacts different asset classes
How climate change impacts different asset classes
We believe the climate impact on asset returns is not yet priced-in, and that it will become more significant over time.
19-10-2022 | Visie
The energy transition comes with a price tag
The energy transition comes with a price tag
Decarbonization to achieve net-zero emissions by 2050 will have an inflationary impact.
19-10-2022 | Visie
The EU’s energy crisis will be instructive and destructive
The EU’s energy crisis will be instructive and destructive
Winter is coming but a smorgasbord of positive natural and man-made interventions means the EU will likely avoid blackouts.
18-10-2022 | Visie
De Chinese aandelenmarkt ontcijferen
De Chinese aandelenmarkt ontcijferen
Ondanks de omvang en het belang van de Chinese economie en de drukte op de secundaire markten zijn veel buitenlandse beleggers nog altijd sceptisch.
18-10-2022 | Visie
Implementing the second wave of SFDR
Implementing the second wave of SFDR
Building on our sustainable investing strengths while following new rules.
14-10-2022 | Visie
Robeco’s SDG Framework – from niche to mainstream
Robeco’s SDG Framework – from niche to mainstream
It’s been five years since Robeco launched its SDG Framework, and from one little acorn, a mighty oak has grown.
13-10-2022 | Visie
From carrier pigeons to AI – gaining an edge with alternative data
From carrier pigeons to AI – gaining an edge with alternative data
Investors increasingly prefer alternative data over more traditional sources.
12-10-2022 | Visie
Winter really is coming
Winter really is coming
As markets adjust to an inflationary environment and rising interest rates, we remain cautious on the outlook for global equities.
10-10-2022 | Quarterly outlook
Investing that is pro-diversity on the surface and under the hood
Investing that is pro-diversity on the surface and under the hood
Whether green, pink or blue, companies have become highly skilled at washing over and dressing up their sustainability credentials.
10-10-2022 | Visie
Houd ‘chips and ships’ in de gaten
Houd ‘chips and ships’ in de gaten
Voor beleggers die op zoek zijn naar bedrijven die bestand zijn tegen een recessie, biedt het ‘chips and ships’-scenario goede kansen als het tij tegen zit.
07-10-2022 | Maandelijkse vooruitblik
The energy shock will accelerate investment in smart energy solutions
The energy shock will accelerate investment in smart energy solutions
Today’s energy markets are polluting, inefficient, volatile and vulnerable.
07-10-2022 | Visie
Translating and integrating SI research into investments
Translating and integrating SI research into investments
Rachel Whittaker, Robeco’s Head of SI Research explains the value of sustainability research, its link to financial performance and how it is disseminated and integrated into Robeco's investment decisions.
06-10-2022 | Interview
Expected Returns 2023-2027 – Watch the full show
Expected Returns 2023-2027 – Watch the full show
A multiplicity of shocks have shaken markets, leading to an ‘Age of Confusion’ in which the many conflicting factors make it hard to predict what’s next.
06-10-2022 | Video
Saying ‘no’ when companies perform poorly on ESG
Saying ‘no’ when companies perform poorly on ESG
A stricter approach for governance and sustainability led to a higher number of votes against management during the AGM season.
04-10-2022 | Visie
How regulation will further enhance sustainable investing
How regulation will further enhance sustainable investing
Integrating sustainability into investments will become even more important under enhanced EU regulations that take effect from January 2023.
01-10-2022 | Visie
Upgrading the grid is an urgent global priority
Upgrading the grid is an urgent global priority
A redesigned, rebuilt electricity network is a crucial enabler of the energy transition.
30-09-2022 | Visie
SI Dilemmas: Delen of niet delen – dat is de vraag
SI Dilemmas: Delen of niet delen – dat is de vraag
In augustus kondigde Robeco aan dat we ons intellectuele eigendom op het gebied van duurzaam beleggen gaan delen, te beginnen met ons SDG-raamwerk.
29-09-2022 | SI Dilemmas
You have reached the next level: Sustainable Finance Disclosure Regulation Level II
You have reached the next level: Sustainable Finance Disclosure Regulation Level II
The EU Sustainable Finance Disclosure Regulation Level II will be in effect as of January 2023.
29-09-2022 | Webinar
Logo

Disclaimer

De informatie op deze website is uitsluitend bestemd voor professionele & institutionele beleggers.

Bevestig alstublieft dat u een professionele belegger bent en dat u de voorwaarden van deze website hebt gelezen en begrepen, en deze accepteert.

Niet akkoord