Central bank watcher: Spreading attention
Markets are adjusting their focus.
17-05-2022 | Insight
Time to build
11-05-2022 | Daily sketch
Embracing the sustainability revolution in the world of investing
What does the deep shift to sustainability mean for asset owners and asset managers?
09-05-2022 | Insight
REITs: playing in extra time?
They’ve long been seen as defensive, since traditional bricks and mortar can usually survive any downturn.
05-05-2022 | Monthly outlook
Guide to climate fixed income investing
We've developed a practical solution for investors who are serious about meeting their climate-related goals.
03-05-2022 | Insight
The Essentials of Climate Investing educational module
Climate change has become one of the biggest issues for investors - and our new online course will make sure you know enough about it.
02-05-2022 | Insight
Climate investing: from urgency to solutions
Spotlight on mining and palm oil in Q1 Active Ownership report
Robeco’s approach to tackling contentious corporate behavior is the main theme in the Active Ownership team’s first-quarter report.
29-04-2022 | Active Ownership Report
Sustainability Report 2021: Integrating sustainability into our investments and operations
Robeco’s newly published Sustainability Report details our approach to integrating sustainability in our investments and operations.
28-04-2022 | Insight
Higher risk-free returns do not lead to higher total stock returns
Our research shows that equity risk premiums tend to be higher when risk-free returns are low, and vice versa.
26-04-2022 | Research
Momentous year for SI highlighted in 2021 Stewardship Report
A renewed urgency for tackling climate change and biodiversity loss, and a renewed focus on social issues.
25-04-2022 | Active Ownership Report
SI Dilemmas: The unexpected debate about weapons
Sustainable investing has never been static.
21-04-2022 | SI Dilemmas
Survey shows biodiversity rises in importance for investors
More than half of investors plan to make biodiversity a significant part of their investment policy, Robeco’s Global Climate Survey has revealed.
19-04-2022 | Insight
The road to climate investing – a journey for insurers
Climate change is a major issue for insurers as the industry signs up for net zero carbon commitments while also trying to maintain returns.
15-04-2022 | Insight
Investors ramp up investments in the SDGs
A majority of investors plan to increase their focus on the Sustainable Development Goals (SDGs), the Robeco Global Climate Survey 2022 has found.
13-04-2022 | Insight
Credit outlook: ‘If I have to make a tackle, I’ve already made a mistake’
The Fed may have made a policy mistake by starting this tightening cycle too late.
29-03-2022 | Quarterly outlook
Indices insights: Can passive investors integrate sustainability without sacrificing returns or diversification?
In this article of the Indices insights series, we highlight how sustainability integration is an accessible choice for passive investors.
29-03-2022 | Insight
Engage to create a better world? Challenge Accepted!
Engagement has been an important part of Robeco’s sustainability strategy since 2005.
28-03-2022 | Insight
Investors to be stricter on ESG during AGM season
The climate transition and social condition will be key issues during the AGM season – and companies cannot expect an easy ride.
25-03-2022 | Insight
SI Dilemmas: Collaborating is key to making progress, but isn’t always easy
Solving the world’s greatest sustainability challenges, from halting climate change and biodiversity loss to promoting well-being and inclusion, requires collaboration.
24-03-2022 | SI Dilemmas
Engagement and biodiversity lead 2022 Global Climate Survey
Climate change remains central to investor strategies over the coming years, as active ownership and biodiversity increase in importance.
24-03-2022 | Insight
Understanding sustainability beyond the data
The drive to reach net zero emissions has placed greater emphasis on gathering reliable data – and lots of it.
23-03-2022 | Insight
Fixed income outlook: Czech mate
We’re facing the risk of central bank policy error.
22-03-2022 | Insight
Using engagement to advance sustainability matters in the palm oil industry
Palm oil is an ingredient in almost half of all the packaged products found in supermarkets, from pizza and chocolate to shampoo and toothpaste.
11-03-2022 | Insight
Value could outperform for five years or more
The resurgent Value style could bring market-beating returns for the next five years and beyond as interest rates rise, Robeco’s Value experts say.
09-03-2022 | Insight
Si Dilemmas: What is our real world impact as investors in secondary markets?
Allocating capital is the core business of investing.
24-02-2022 | SI Dilemmas
Indices insights: Do ESG ratings align with the values of large investors?
This is the first article of a new series, Indices insights, in which we focus on some of the flaws of ESG ratings.
23-02-2022 | Insight
Voting to promote the S in ESG
Social issues will have a higher priority at the upcoming proxy voting system, say Robeco’s corporate governance specialists.
21-02-2022 | Insight
The implications of divesting from fossil fuel stocks
Excluding fossil fuel companies from a portfolio comes down to an active bet against the oil price.
15-02-2022 | Research
Taking on the challenge of measuring investment impact
We’ve further innovated the process of quantifying companies’ impact on the world.
11-02-2022 | Insight
Human instincts drive the Value premium
Companies with exciting growth stories can lure investors, while those that receive little fanfare can deter them.
04-02-2022 | Insight