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Hectiek rond e-commerce zet last-mile delivery in de schijnwerpers
Hectiek rond e-commerce zet last-mile delivery in de schijnwerpers
De waardering van Getir, flitsbezorger van boodschappen, bereikte USD 7,5 miljard na een recente financieringsronde.
21-07-2021 | Opvallende getallen
Olympische Spelen? Ja! Centrale banken? Ja! Feestje in aandelen? Ja!
Olympische Spelen? Ja! Centrale banken? Ja! Feestje in aandelen? Ja!
Bij de aanvang van de tweede helft van 2021 zijn nog steeds alle ingrediënten aanwezig die vanaf maart 2020 hebben geleid tot het wereldwijde herstel op de aandelenmarkten.
14-07-2021 | Column
The ‘equity party’ continues
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
12-07-2021 | Quarterly outlook
Kapitaalinvesteringen zijn de sleutel tot een autonoom economisch herstel
Kapitaalinvesteringen zijn de sleutel tot een autonoom economisch herstel
De kapitaalinvesteringen om de aanbodkrapte weg te werken en te voldoen aan de aanzwellende vraag gaan een belangrijke rol spelen in het herstel na Covid-19.
08-07-2021 | Maandelijkse vooruitblik
Meet the many trends shaping the future of commerce
Meet the many trends shaping the future of commerce
Ecommerce benefited significantly from the Covid-19 shock.
07-07-2021 | Visie
The value comeback is driving emerging markets equities too
The value comeback is driving emerging markets equities too
After a decade of lackluster returns, the value stock showdown reached a climax in 2020.
06-07-2021 | Visie
Podcast: Waarde is terug. En hoe!
Podcast: Waarde is terug. En hoe!
Waardeaandelen zijn met een opmars bezig, na een schier oneindige periode van underperformance ten opzichte van groeiaandelen.
01-07-2021 | Podcast
SI Opener: Plannen voor klimaatactie in stemming brengen – Say on Climate!
SI Opener: Plannen voor klimaatactie in stemming brengen – Say on Climate!
Aandeelhouders zijn gewend om te stemmen over allerlei verschillende voorstellen.
24-06-2021 | Visie
Value investing’s five principles that have stood the test of time
Value investing’s five principles that have stood the test of time
Value and growth investing have long had a back and forth relationship, with one style leading the market for a period before investors turn in favor of the opposite style.
22-06-2021 | Visie
Guide to emerging markets investing
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | Visie
Geen woorden, maar daden – beleggen in duurzame thema's met aantoonbare impact
Geen woorden, maar daden – beleggen in duurzame thema's met aantoonbare impact
De populariteit van duurzaam beleggen, vooral op de openbare aandelenmarkten, heeft geleid tot meer ESG-rapportages door bedrijven.
10-06-2021 | Visie
Cannabis – controversial plant comes full-circle
Cannabis – controversial plant comes full-circle
Cannabis is making a comeback and enjoying popularity and acceptance it hasn’t seen in thousands of years – but caution is advised.
25-05-2021 | Visie
Transforming the energy sector as an investment opportunity – video
Transforming the energy sector as an investment opportunity – video
Cleaner energy is critical in ensuring a healthier planet – and an unstoppable trend.
21-05-2021 | Video
The future of food and wellness – watch the discussion
The future of food and wellness – watch the discussion
Healthy appetites are a thing of the future, according to these trend investors
11-05-2021 | Video
Value vs. growth in trends – watch the debate
Value vs. growth in trends – watch the debate
Trends investing is often characterized by a growth approach.
30-04-2021 | Video
Trashed cash – USD 6 billion in assets dumped each year
Trashed cash – USD 6 billion in assets dumped each year
A new study values the plastic trash dumped each year in Southeast Asia at USD 6 billion.
21-04-2021 | Opvallende getallen
Sustainability trends in Asia present investor opportunities
Sustainability trends in Asia present investor opportunities
There are numerous developments in the Asian region that bode well for sustainable investing, says Arnout van Rijn, Robeco’s CIO Asia Pacific.
16-04-2021 | Video
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 | Video
SI Opener: Beleggen in gezondheid en voorkómen van ziekte is beter dan genezen
SI Opener: Beleggen in gezondheid en voorkómen van ziekte is beter dan genezen
Covid-19 heeft het thema gezondheid in de schijnwerpers gezet.
06-04-2021 | SI Opener
The ‘caring economy’: Resilient growth in uncertain times
The ‘caring economy’: Resilient growth in uncertain times
Health and wellbeing concerns are becoming increasingly prominent in consumer spending decision making.
01-04-2021 | Visie
Bitcoin ventures into ‘teradollar’ territory
Bitcoin ventures into ‘teradollar’ territory
Bitcoin’s market capitalization passed the USD 1 trillion mark last month, after a whopping 500% year-on-year bounce, although prices quickly pulled back.
08-03-2021 | Opvallende getallen
Spring has to come simply because economic fundamentals require it
Spring has to come simply because economic fundamentals require it
How do you perceive the quant equity winter?
26-02-2021 | Interview
We will set five-year carbon footprint reduction goals
We will set five-year carbon footprint reduction goals
Decarbonization in the making.
22-02-2021 | Interview
Investors use voting rights to address poor climate change policies
Investors use voting rights to address poor climate change policies
Companies that are not sufficiently decarbonizing will face opposition from shareholders, says Engagement Specialist Michiel van Esch.
19-02-2021 | Visie
Sustainability Yearbook 2021: 7,000 companies, 70 gold medalists
Sustainability Yearbook 2021: 7,000 companies, 70 gold medalists
S&P Global has published its annual yearbook showcasing the sustainability performance of the world’s largest companies.
10-02-2021 | Visie
Making solid progress in decarbonizing real estate
Making solid progress in decarbonizing real estate
Real estate companies have made good progress in reducing their carbon footprints following a three-year engagement.
08-02-2021 | Visie
Een herstel als vanouds
Een herstel als vanouds
In de herstelfase na Covid-19 ligt de focus op het stimuleren van de reële economie.
05-02-2021 | Maandelijkse vooruitblik
When equity factors drop their shorts
When equity factors drop their shorts
How can you best construct an equity market neutral portfolio using a factor-investing approach?
01-02-2021 | Visie
China outlook 2021: Starting off the year on the right foot
China outlook 2021: Starting off the year on the right foot
Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020.
27-01-2021 | Visie
It’s not growth vs value, it’s headline vs fundamentals
It’s not growth vs value, it’s headline vs fundamentals
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
22-01-2021 | Visie
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