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Insights

SI Opener: Investing in health and disease prevention is the best cure
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
There’s no quant crisis in credits
There’s no quant crisis in credits
Quant strategies have performed well in credits.
01-04-2021 | Insight
Credit outlook: Running the economy hot
Credit outlook: Running the economy hot
While it’s possible that credits could keep rallying, the margin for error is extremely limited.
31-03-2021 | Insight
Robeco publishes 2021 Global Climate Survey
Robeco publishes 2021 Global Climate Survey
Tackling climate change has become the number one priority for investors.
26-03-2021 | Insight
Fixed income outlook: Coming to America
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Insight
Hydrogen power — between hype and hope
Hydrogen power — between hype and hope
Decarbonizing national economies is central to government plans.
22-03-2021 | Insight
Fresh capital has not run dry for unsustainable firms
Fresh capital has not run dry for unsustainable firms
Despite rising interest in sustainable investing, unsustainable companies have faced no obstacles in raising funds in public markets.
11-03-2021 | Research
SI Opener: The meat supply chain is a major threat to global health
SI Opener: The meat supply chain is a major threat to global health
It’s not only ‘wet animal markets’ that are causing health risks, as we have seen with Covid-19.
25-02-2021 | SI Opener
Asset managers are yet to truly embrace sustainability
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
Net zero carbon ambition leads Q4 Active Ownership report
Net zero carbon ambition leads Q4 Active Ownership report
Decarbonizing industry to meet net zero ambitions leads the coverage in Robeco’s Q4 Active Ownership report.
29-01-2021 | Active Ownership Report
SI Opener: Companies should not ignore the challenges of AI
SI Opener: Companies should not ignore the challenges of AI
Recent events in the US have show that the use of artificial intelligence can bring with it negative social issues.
28-01-2021 | Insight
North-south divide emerges in Country Sustainability Ranking
North-south divide emerges in Country Sustainability Ranking
A clear gap between northern and southern European countries has emerged in the biannual Robeco Country Sustainability Ranking.
20-01-2021 | Yearly outlook
Climate risk and portfolio decarbonization have become center stage
Climate risk and portfolio decarbonization have become center stage
Insurance companies are directly exposed to climate risk, and face increasingly tighter scrutiny from regulators regarding its impact on their balance sheets.
14-01-2021 | Interview
Climate transition and labor rights lead 2021 engagement themes
Climate transition and labor rights lead 2021 engagement themes
Tackling high-carbon funding and protecting labor rights in the post-Covid-19 world are Robeco’s main engagement themes for 2021.
07-01-2021 | Insight
SI Opener: How do we align portfolios with climate ambitions?
SI Opener: How do we align portfolios with climate ambitions?
The Net Zero Asset Managers initiative was launched in December, and Robeco is proud to be among the founding signatories.
24-12-2020 | SI Opener
The road ahead for the SDGs
The road ahead for the SDGs
The Sustainable Development Goals (SDGs) have been taking sustainable investing to the next level.
10-12-2020 | Yearly outlook
Guide to climate fixed income investing
Guide to climate fixed income investing
Our publication explains how to stimulate decarbonization of the broader economy and society by investing in companies committed to reducing climate change.
09-12-2020 | Insight
Fixed income outlook: Just another range trade
Fixed income outlook: Just another range trade
Markets participants, often overly focused on cyclical and economic factors, may need to take a broader perspective.
08-12-2020 | Insight
Robeco commits to net zero carbon ambition by 2050
Robeco commits to net zero carbon ambition by 2050
Robeco is committing to achieving net zero greenhouse gas emissions across all its assets under management by 2050.
04-12-2020 | Insight
Investors should always strive to understand observed performance
Investors should always strive to understand observed performance
Mathijs van Dijk is Professor of Financial Markets at the Rotterdam School of Management, Erasmus University.
02-12-2020 | Interview
SI Opener: Covid-19 puts spotlight on labor issues in the apparel industry
SI Opener: Covid-19 puts spotlight on labor issues in the apparel industry
The fashion industry has been severely affected by the Covid-19 pandemic due to its discretionary nature, impacting not only garment brands but also their supply chains.
26-11-2020 | SI Opener
Quant solutions must look beyond the most conventional factors
Quant solutions must look beyond the most conventional factors
Quant strategies have come under pressure over the past two years.
24-11-2020 | Interview
Outlook 2021: Tackling the trilemma
Outlook 2021: Tackling the trilemma
Finding the right balance between three things – public health, normal economic functioning, and personal freedoms – will be the main challenge for policymakers in 2021.
19-11-2020 | Yearly outlook
Driving change at carmakers
Driving change at carmakers
A multi-decade transformational change has begun at carmakers that will identify the winners and losers for investors.
09-11-2020 | Insight
Engagement successes highlighted in Q3 Active Ownership report
Engagement successes highlighted in Q3 Active Ownership report
Engagement has always been one of Robeco’s strengths, as shown by work completed in the third quarter by the Active Ownership team.
30-10-2020 | Active Ownership Report
Is there value in fallen angels?
Is there value in fallen angels?
Credit downgrades can be an opportunity for high yield investors.
29-10-2020 | Insight
SI Opener: Health care sector needs stronger ethics to combat opioid abuse
SI Opener: Health care sector needs stronger ethics to combat opioid abuse
The health care sector is often seen as a good place to invest, both from an investment and an impact perspective.
29-10-2020 | SI Opener
US elections: weighing the odds
US elections: weighing the odds
The 2020 US Elections have entered the final straight.
20-10-2020 | Insight
Carbon pricing, asset allocation and climate goals
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020 | Insight
Five years of SDGs, five lessons learned
Five years of SDGs, five lessons learned
The UN’s Sustainable Development Goals (SDGs) celebrate their fifth anniversary this month – so, what have we learned?
25-09-2020 | Insight