Talk ’22: ‘We look for unexpected beauties rather than the usual suspects’
Emerging market equities can catch up with their developed world counterparts as tapering starts in 2022, says Wim-Hein Pals.
01-12-2021 | Interview
Green is the new color, also for emerging markets
Emerging markets have been significantly increasing their investments in green energy generation.
25-11-2021 | Insight
Corporate profits boom sends stocks to new peaks
Equities have shrugged off macro headwinds and hit record highs in the US thanks to strong corporate earnings.
05-11-2021 | Monthly outlook
COP26: Helping poorer countries to adapt
Developed countries are historically responsible for most of the emissions, and the challenge is to stop emerging markets going down the same coal-fired path.
04-11-2021 | Video
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.
27-10-2021 | Insight
Working to fortify digital assets to beat cybercrime
Attitudes to improving data security have improved as cybercrime becomes a multi-trillion dollar threat, a Robeco engagement program has found.
22-10-2021 | Insight
Climate investing: from urgency to solutions
Expected Returns 2022-2026 – Watch the full show
Things are heating up, in different senses of the phrase.
07-10-2021 | Digital event
A more cautious stance on equities
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
07-10-2021 | Quarterly outlook
Some factors are now more equal than others
There is no free lunch when it comes to harvesting factor premiums.
06-10-2021 | 5-Year outlook
China: navigating the push towards technology leadership
After more than three decades of accelerated catchup with more advanced economies, China is now engaged in a race for global technology leadership.
05-10-2021 | Insight
The next digital billion: How internet adoption is boosting global growth
Millions of people access the internet for the first time every week.
15-09-2021 | Insight
The profits party peaks, but the aftermath looks benign
Corporate earnings which have soared in the Covid-19 recovery are now flattening out.
07-09-2021 | Monthly outlook
Olympic Games: on! Central banks: on! Equity party: on!
As we enter the second half of 2021, all the ingredients that have been fueling the global stock market rebound since March 2020 remain in place.
14-07-2021 | Column
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
12-07-2021 | Quarterly outlook
Investing in China’s course to carbon neutrality with Chinese Equities
China, the world’s largest carbon emitter, has set a clear course to achieving carbon neutrality by 2060.
08-07-2021 | Insight
How capex holds the key to a self-sustaining economic recovery
Capital expenditure to fix supply shortages and meet burgeoning demand is seen figuring strongly in the post-Covid recovery.
08-07-2021 | Monthly outlook
The caveats, considerations and challenges of decarbonizing investment portfolios
Climate change is the problem, net zero is the goal, and decarbonization is the means.
02-07-2021 | Interview
SI Opener: Putting climate action plans to a vote – a Say on Climate!
Shareholders are used to voting on a wide array of proposals.
24-06-2021 | Insight
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | Insight
The Big Book of Climate Investing
Climate change is the biggest threat facing humanity, and is now the single-most important issue for investors.
26-05-2021 | Insight
Spring has sprung for Value investing
Despite the recent rally in cheap stocks, we believe the Value upswing still has a way to go.
12-05-2021 | Insight
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
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.
22-04-2021 | SI Opener
China: charting the course to carbon neutrality
China’s pledge to become carbon neutral by 2060 has left many observers both excited and perplexed.
20-04-2021 | Insight
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.
09-04-2021 | Monthly outlook
SI Opener: Investing in health and disease prevention is the best cure
Covid-19 has put the spotlight on health.
06-04-2021 | SI Opener
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Insight
Spring has to come simply because economic fundamentals require it
How do you perceive the quant equity winter?
26-02-2021 | Interview
Asset managers are yet to truly embrace sustainability
Proxy voting is a powerful tool for shareholders to steer corporate agendas towards sustainability-focused decision making.
24-02-2021 | Research
The old school recovery
A focus on stimulating the real economy will make the post-Covid-19 recovery different from previous ones, says Robeco strategist Peter van der Welle.
05-02-2021 | Monthly outlook