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From deep value to ‘value with a future’
From deep value to ‘value with a future’
As the global economy continues to recover, our positive stance on global equity markets remains well underpinned.
28-04-2021 | Quarterly outlook
Verder kijken dan de headlines
Verder kijken dan de headlines
De gebeurtenissen in het afgelopen kwartaal hebben onze positieve houding over wereldwijde aandelen verder ondersteund.
25-01-2021 | Column
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
Houd de relevante bal in de gaten
Houd de relevante bal in de gaten
Ik weet best veel.
19-10-2020 | Column
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
Gradually preparing for a rotation
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | Visie
Notes from a small island - how King Coal was dethroned in Britain
Notes from a small island - how King Coal was dethroned in Britain
Take a bow, Britain!
15-07-2020 | Opvallende getallen
‘ESG heeft de pijn verzacht tijdens de verkoopgolf’
‘ESG heeft de pijn verzacht tijdens de verkoopgolf’
Chris Berkouwer bespreekt hoe zijn Global Sustainable Stars-strategie de storm heeft doorstaan tijdens de Covid-19-verkoopgolf.
07-05-2020 | Video
Het dilemma: China of de Verenigde Staten?
Het dilemma: China of de Verenigde Staten?
Vraag je me wat mij op dit moment bezighoudt, dan is mijn antwoord zeker niet de volatiliteit op de markt.
15-04-2020 | Column
Is it time to favor North Asia over the US?
Is it time to favor North Asia over the US?
We thought we had seen it all, or almost all, and then the ball comes out of left field.
14-04-2020 | Quarterly outlook
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
Strong volatility.
26-03-2020 | Visie
Ga voor de underdog
Ga voor de underdog
Om maar meteen met de deur in huis te vallen: het lijkt een goed jaar te worden voor wereldwijde aandelen.
27-01-2020 | Column
From alchemy to gold – how ESG adds value in a Robeco fund
From alchemy to gold – how ESG adds value in a Robeco fund
Sustainability was responsible for 20% of the outperformance in a Robeco fund over three years, new analysis shows.
23-01-2020 | Visie
Look for the underdog
Look for the underdog
The year ahead is shaping up as a good one for global equities.
21-01-2020 | Quarterly outlook
‘Making the portfolio more concentrated hasn’t made it more risky’
‘Making the portfolio more concentrated hasn’t made it more risky’
“The only way to create alpha is to deviate from the benchmark.
14-10-2019 | Podcast
How ESG aids outperformance in Global Stars Equities
How ESG aids outperformance in Global Stars Equities
Robeco has long believed that embracing sustainability investing can lead to a better risk/return profile.
10-05-2019 | Visie
CO2 is at highest level for three million years
CO2 is at highest level for three million years
The amount of carbon dioxide in the atmosphere is now at a level last seen in prehistoric times, new research shows.
06-05-2019 | Opvallende getallen
Move to the Cloud drives IT spending higher
Move to the Cloud drives IT spending higher
Technology investments continue to grow at a very healthy pace.
28-03-2018 | Visie
Auto industry business models set to significantly change
Auto industry business models set to significantly change
The business models of global automotive industry players will significantly change in the coming years as car use is transformed, say Robeco’s sustainability specialists.
14-02-2017 | Rapport actief aandeelhouderschap
Beleggingsfonds Robeco scherpt portefeuille aan en laat index los
Beleggingsfonds Robeco scherpt portefeuille aan en laat index los
Robeco NV krijgt een uitgesprokener karakter.
20-12-2016 | Visie
Robeco Global Stars Equities: beleggen met dubbele overtuiging
Robeco Global Stars Equities: beleggen met dubbele overtuiging
Jan Keuppens en Willem Schramade maken inzichtelijk hoe ESG is verweven in de analyse en waardering van aandelen voor Robeco Global Stars Equities.
21-09-2015 | Visie
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