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Insights

Robeco Quarterly September 2018
Robeco Quarterly September 2018
The ninth edition of Robeco Quarterly – our quant, sustainability and research magazine – is published.
25-09-2018 | Magazine
Blokland’s daily sketch
Blokland’s daily sketch

Oil price on the rise

25-09-2018
Risks and opportunities in a digitalizing world
Risks and opportunities in a digitalizing world
The world is in the midst of a digital revolution.
24-09-2018 | Insight
Ten years on, risk remains a problem for banks
Ten years on, risk remains a problem for banks
A decade after the collapse of Lehman Brothers, Masja Zandbergen and Kenneth Robertson explain why governance is so crucial for the banking sector.
21-09-2018 | Column
Graph of the week
Graph of the week

Financial markets nervous about Italy ahead of new budget

20-09-2018 | Insight
Five reasons for a strategic allocation to China A-shares
Five reasons for a strategic allocation to China A-shares
As the A-share market is opening up to investors and MSCI has just taken its first step to include A-shares, a lot of capital is expected to flow into the onshore Chinese market.
19-09-2018 | Insight
Some plant trees, we plant ideas
Some plant trees, we plant ideas
Download the book
Passive investing and sustainability are incompatible
Passive investing and sustainability are incompatible
Sustainability investing requires active choices and so cannot be done purely passively, Robeco quant specialists say.
18-09-2018 | Insight
The A-G of trends in fintech
The A-G of trends in fintech
Investors looking for returns in fintech should focus on the A-G of developments, Robeco’s trends experts say in a new white paper.
14-09-2018 | Insight
The power of earnings
The power of earnings
Investors should focus on the E and not just the P in the price/earnings ratio, says Robeco’s Jeroen Blokland.
10-09-2018 | Monthly outlook
China leads: robotics
China leads: robotics
China is installing more robots than any other nation.
06-09-2018 | Insight
Achieving your investment goals with factors: reduce costs
Achieving your investment goals with factors: reduce costs
Factor-based strategies can help investors reduce management costs.
03-09-2018 | Insight
Value investing – this time it’s no different
Value investing – this time it’s no different
Value investing will come back into fashion, despite the long rally in growth investing, say market specialists Mike Mullaney and Dan Farren.
30-08-2018 | Insight
Credits investing: discover the power of three
Credits investing: discover the power of three
Download the guide
Selecting managers based on their past performance
Selecting managers based on their past performance
Is past performance of any use for investors?
28-08-2018 | From the field
Robeco Private Equity publishes 2018 ESG Engagement Report
Robeco Private Equity publishes 2018 ESG Engagement Report
ESG integration is gaining more traction in private equity.
28-08-2018 | Insight
Connecting China to the world
Connecting China to the world
China’s Belt and Road Initiative is a major project, aiming to increase connectivity and cooperation between China on the one hand and European, Asian and African countries on the other.
27-08-2018 | Insight
Beautiful China: the war on pollution
Beautiful China: the war on pollution
China’s unparalleled growth over the past decades has come at a price: pollution.
23-08-2018 | Insight
End of the easy money era
End of the easy money era
For the first time since 2009 all the major central banks are singing from the same hymn sheet: the only way is up!
21-08-2018 | Insight
Upside down world in this late-cycle bull market
Upside down world in this late-cycle bull market
The past two years have been characterized by unusually high equity returns and low volatility.
20-08-2018 | Insight
The time is now for sustainability investing
The time is now for sustainability investing
It is with great pleasure that we present to you our Big Book of SI.
14-08-2018 | Insight
Troubled times for Turkey
Troubled times for Turkey
The Turkish lira fell to a new record low late last week.
13-08-2018 | Emerging markets alert
New: The Big Book of SI
New: The Big Book of SI
The title says it all.
13-08-2018 | Insight
Changing demographics to support consumption
Changing demographics to support consumption
Will the Chinese soon be free to decide how many children they have?
09-08-2018 | Insight
Fact or fiction: SI does not work in emerging markets
Fact or fiction: SI does not work in emerging markets
Sustainability investing is well established in the West, though some doubt whether it can work in emerging markets battling with bigger issues.
08-08-2018 | Insight
China, land of Unicorns
China, land of Unicorns
When we talk about innovative multi-billion tech start-ups, the first thing that tends to come to mind is Silicon Valley.
01-08-2018 | Insight
Volatility lessons
Volatility lessons
In this paper Eugene Fama and Kenneth French look at the importance of volatility over longer investment horizons.
01-08-2018 | From the field
What will get markets off their risk-off stance?
What will get markets off their risk-off stance?
While most of the cards dealt are the same, fear has joined the players’ table.
30-07-2018 | Column
 Maximum scores for Robeco in 2018 UN PRI assessment
Maximum scores for Robeco in 2018 UN PRI assessment
Robeco recently received the 2018 assessment results from the UN Principles for Responsible Investment (UN PRI).
27-07-2018 | Insight
 Risky CAPE ratios? Keep calm and reduce downside risk
Risky CAPE ratios? Keep calm and reduce downside risk
High CAPE ratio levels do not signify an imminent end to the bull market.
27-07-2018 | Insight
The outlook for Chinese stocks: firm but choppy
The outlook for Chinese stocks: firm but choppy
Investment outlooks for China diverge widely.
27-07-2018 | Interview
A perfect storm: binary outcomes
A perfect storm: binary outcomes
It is amazing how so much can change when not much has really changed.
23-07-2018 | Insight

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