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Outlook 2021: We tackelen het trilemma
Outlook 2021: We tackelen het trilemma
Beleidsmakers krijgen in 2021 een enorme uitdaging voor de kiezen.
19-11-2020 | Jaarlijkse vooruitblik
Trend- en thematisch beleggen: over onrust op korte termijn heen stappen
Trend- en thematisch beleggen: over onrust op korte termijn heen stappen
In de wetenschappelijke literatuur komt steeds duidelijker naar voren dat slechts een handjevol aandelen het grootste deel van de aandeelhouderswaarde op lange termijn op de aandelenmarkt creëert.
16-11-2020 | Visie
Driving change at carmakers
Driving change at carmakers
A multi-decade transformational change has begun at carmakers that will identify the winners and losers for investors.
09-11-2020 | Visie
Engagement successes highlighted in Q3 Active Ownership report
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 | Rapport actief aandeelhouderschap
'Most stocks do not outperform Treasury Bills in the long run'
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
30-10-2020 | Interview
Green hydrogen: powering the low-carbon future
Green hydrogen: powering the low-carbon future
Interview with Thiemo Lang, Senior Portfolio Manager, RobecoSAM Smart Energy and Smart Mobility strategies.
27-10-2020 | Interview
Houd de relevante bal in de gaten
Houd de relevante bal in de gaten
Ik weet best veel.
19-10-2020 | Column
Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | 5-jaars vooruitblik
Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | Quarterly outlook
Reports of the death of the office are greatly exaggerated
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 | Visie
Carbon pricing, asset allocation and climate goals
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020 | 5-jaars vooruitblik
Fixed income outlook: The autumn cluster
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | Visie
Expected Returns – watch the full show
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 | Video
Brave real world: the main takeaways from Expected Returns
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 | Video
Addressing carbon risk in investor portfolios
Addressing carbon risk in investor portfolios
Investors have a role to play in facilitating the transition to a low-carbon economy.
09-10-2020 | Video
Building more resilient garment supply chains
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 | Visie
Tank bijna leeg, nieuwe brandstof gezocht
Tank bijna leeg, nieuwe brandstof gezocht
Met de Amerikaanse verkiezingen op komst en een opleving van Covid-19 zijn de markten dringend op zoek naar een stevige katalysator die ze hoger leidt, zegt strateeg Peter van der Welle.
08-10-2020 | Maandelijkse vooruitblik
Why diversity and demographics favor investing in India
Why diversity and demographics favor investing in India
Investors looking for growth may start turning to a diverse country with more middle-class consumers than the whole of Europe – India.
07-10-2020 | Visie
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Weinigen zullen tegenspreken dat de Covid-19-pandemie de wereld compleet heeft veranderd.
29-09-2020 | 5-jaars vooruitblik
Credit Outlook: De markten hebben al een vaccin
Credit Outlook: De markten hebben al een vaccin
De wereld smacht naar een vaccin dat de terugkeer naar ons normale leven mogelijk maakt.
29-09-2020 | Visie
Long-term Expected Returns
Long-term Expected Returns
The purpose of this report is to show our long-term return expectations for a wide set of asset classes.
29-09-2020 | 5-jaars vooruitblik
‘De druk op waardebeleggers is haast ondraaglijk’
‘De druk op waardebeleggers is haast ondraaglijk’
Afgelopen jaar bleven waardeaandelen in het largecapsegment maar liefst 43% achter bij groeiaandelen.
28-09-2020 | Podcast
Robeco strengthens exclusions policy for fossil fuels
Robeco strengthens exclusions policy for fossil fuels
Robeco is extending its exclusion policy for fossil fuel producers and users to its entire range of strategies to help combat global warming.
24-09-2020 | Visie
Settling the Size matter in equities
Settling the Size matter in equities
The equity Size premium has failed to materialize since its discovery, almost forty years ago.
23-09-2020 | Research
Gross Domestic Past-it – rethinking how we value societal progress
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.
22-09-2020 | Visie
No bubble for tech, but can their mega-growth last?
No bubble for tech, but can their mega-growth last?
Tech stocks are not in a bubble that was pricked this week, though their staggering growth may not be sustainable, says Robeco investor Michiel Plakman.
10-09-2020 | Visie
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 | Visie
Multi-assetportefeuilles schuiven op naar neutraal
Multi-assetportefeuilles schuiven op naar neutraal
Door de aantrekkende wereldeconomie zijn obligaties nu minder aantrekkelijk dan aandelen, zegt multi-assetbelegger Jeroen Blokland.
07-09-2020 | Maandelijkse vooruitblik
Sizing up Chinese equities – a market too big to ignore
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | Visie
Sugar’s role in coronavirus fatalities
Sugar’s role in coronavirus fatalities
The sugar content of food and drinks played an unseen role in the Covid-19 death toll, says engagement specialist Peter van der Werf.
29-07-2020 | Visie
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