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Fixed income outlook: Twin peaks
Fixed income outlook: Twin peaks
In the past 50 years, every single recessionary peak in credit spreads has been preceded by a peak in government bond yields.
20-09-2022 | Visie
Finland once again the world’s sustainability champion
Finland once again the world’s sustainability champion
Finland and its Nordic neighbors maintain top sustainability status; Russia plunges.
20-09-2022 | Visie
The Introductory Guide to Net Zero 2050 Climate Equities
The Introductory Guide to Net Zero 2050 Climate Equities
Climate change is the biggest challenge facing humanity – and it’s also the biggest investment opportunity.
16-09-2022 | Visie
Podcast: Is de duurzaamheidspremie verdwenen?
Podcast: Is de duurzaamheidspremie verdwenen?
Tot dusver is 2022 een pittig jaar voor de financiële markten, ook voor aandelen.
13-09-2022 | Podcast
Indices insights: Does climate beta pick up on climate risk?
Indices insights: Does climate beta pick up on climate risk?
Our climate beta measure quantifies how sensitive a stock is to the transition to a low-carbon economy.
13-09-2022 | Visie
Central bank watcher: Work in progress
Central bank watcher: Work in progress
Financial markets are already giving a verdict on tighter monetary policy in US and European markets.
13-09-2022 | Visie
Four reasons why the worst is over for China
Four reasons why the worst is over for China
China has been a laggard in regaining economic momentum this year but there are reasons to believe the worst is now over.
12-09-2022 | Visie
Measuring sustainability performance: comparing an SDG score with ESG ratings
Measuring sustainability performance: comparing an SDG score with ESG ratings
Investors are seeking more powerful tools to measure how sustainable companies are.
09-09-2022 | Visie
This CIO's summer reading list on sustainability – and why you should read it too
This CIO's summer reading list on sustainability – and why you should read it too
Climate change is urgent, and a more comprehensive approach is needed to tackle it effectively.
09-09-2022 | Interview
Building back bond exposure
Building back bond exposure
The outlook for bond investing has improved.
08-09-2022 | Visie
Schrödingers economie – wanneer moeten we de doos openen?
Schrödingers economie – wanneer moeten we de doos openen?
Wat is de werkelijke staat van de Amerikaanse economie?
07-09-2022 | Maandelijkse vooruitblik
Learn from the birds and the bees – the urgency of biodiversity
Learn from the birds and the bees – the urgency of biodiversity
Protecting biodiversity has become as urgent as the need to tackle climate change, and investors can play a role.
06-09-2022 | Visie
Nowcasting growth to enrich the factors used for government bond selection
Nowcasting growth to enrich the factors used for government bond selection
We have added a quality measure for the selection of government bonds.
31-08-2022 | Visie
Investors can help sustain our planet’s biodiversity
Investors can help sustain our planet’s biodiversity
A twin emergency alongside climate change, it's important to understand how a decline in biodiversity is already impacting the global economy and financial markets.
31-08-2022 | Video
SDGs help investors achieve their sustainable ambitions
SDGs help investors achieve their sustainable ambitions
The UN’s Sustainable Development Goals help take investing to the next level.
31-08-2022 | Video
Indices insights: Do investors act on shifts in climate concerns?
Indices insights: Do investors act on shifts in climate concerns?
A novel ‘polluting-minus-clean’ portfolio tends to underperform in periods of heightened climate policy uncertainty, and vice versa.
25-08-2022 | Visie
‘Alternative data allows you to take a deeper look’
‘Alternative data allows you to take a deeper look’
Novel data sources and techniques can help you tap into alternative alpha.
24-08-2022 | Interview
The SDGs at half-time – we need to score (with) more goals
The SDGs at half-time – we need to score (with) more goals
It has been seven and a half years since the UN’s Sustainable Development Goals were launched to great fanfare in 2015.
23-08-2022 | Visie
‘Quantification of sustainability can be pushed even further’
‘Quantification of sustainability can be pushed even further’
There is a large amount of untapped alternative data that can be used for sustainable investments.
18-08-2022 | Interview
Marrying sustainability and emerging markets expertise in quantitative strategies
Marrying sustainability and emerging markets expertise in quantitative strategies
The most sustainable emerging market companies are on par with those in developed markets.
03-08-2022 | Visie
Time for the Asia-Pacific green bond market to step up to the challenge
Time for the Asia-Pacific green bond market to step up to the challenge
Green bond issuance in the region has grown enormously.
01-08-2022 | Visie
Net-zero focus in Q2 Active Ownership report
Net-zero focus in Q2 Active Ownership report
Engaging to cut corporate emissions leads the Active Ownership team’s Q2 report as a new net-zero 2050 investment fund is launched.
29-07-2022 | Rapport actief aandeelhouderschap
Should shorting count for net-zero portfolios?
Should shorting count for net-zero portfolios?
Short positions can be a meaningful add-on, but should not be an excuse for inaction on the long side of a portfolio.
27-07-2022 | Visie
Harmful algal blooms are threatening surface waters
Harmful algal blooms are threatening surface waters
In moderation, algal blooms are a natural and needed part of nature; in excess, they are toxic for ecosystems and economies.
22-07-2022 | Visie
Duurzaam beleggen in gevaar? Nee hoor!
Duurzaam beleggen in gevaar? Nee hoor!
Duurzaam beleggen had jarenlang de wind in de rug dankzij het positieve sentiment op de markten, maar lijkt de laatste tijd last te hebben van de veranderde windrichting.
21-07-2022 | Visie
Robeco launches pure-play net zero climate strategy
Robeco launches pure-play net zero climate strategy
Robeco has created a ‘no nonsense’ Net Zero 2050 Climate Equities strategy that will seek the world’s leaders in decarbonization.
18-07-2022 | Visie
Indices insights: Combing through the climate data forest
Indices insights: Combing through the climate data forest
We unpack the merits of different carbon metrics used to gauge climate risk in portfolios, including a new climate beta measure.
13-07-2022 | Interview
Weighing the pros and cons of nuclear power as climate urgency grows
Weighing the pros and cons of nuclear power as climate urgency grows
Robeco has revised its stance on nuclear power as part of efforts to transition to a net zero economy.
12-07-2022 | Visie
Half-time! And what a ride it has been
Half-time! And what a ride it has been
After a turbulent first half of the year, the summer holidays represent a great time to catch up on useful information that you might have missed amid the tumult.
08-07-2022 | Visie
De markten komen door deze moeilijke fase en gaan herwaarderen – we zijn er bijna
De markten komen door deze moeilijke fase en gaan herwaarderen – we zijn er bijna
De highyieldspreads zijn de afgelopen maanden flink uitgelopen, wat wijst op een zekere mate van paniek.
07-07-2022 | Interview
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