Roadmap outlines plan for move towards net zero emissions
Robeco has laid out a roadmap for achieving carbon neutrality across all its assets under management by 2050.
A more cautious stance on equities
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
The caveats, considerations and challenges of decarbonizing investment portfolios
Climate change is the problem, net zero is the goal, and decarbonization is the means.
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
The Big Book of Climate Investing
Climate change is the biggest threat facing humanity, and is now the single-most important issue for investors.
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.
SI Opener: The portfolio manager 2.0 needs to know more than maximizing alpha
To be successful in the changing asset management environment, portfolio managers need to continuously reinvent themselves.
Bitcoin as digital gold – a multi-asset perspective
Bitcoin is often derided as being highly volatile, but as digital gold it could play a role in a multi-asset portfolio, says investor Jeroen Blokland.
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
Duration Times Spread: a measure of spread exposure in credit portfolios
Duration Times Spread (DTS) is the market standard method for measuring the credit volatility of a corporate bond.
Guide to low volatility investing
This new edition includes recent figures and a new section on income generation.
The link between ESG and performance
Robeco has long believed in the benefits of sustainability investing.
Passive investing and sustainability are incompatible
Passive investing and sustainability integration are fundamentally irreconcilable investment philosophies, say David Blitz, PhD, Head of Quantitative Research, and Wilma de Groot, PhD, Head of Core Quant Equities1.