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Insights

Bonds: Shaken, not stirred
Bonds: Shaken, not stirred
A rise in bond yields has left central banks shaken but not stirred as the world comes out of lockdown, Robeco’s strategists say.
08-03-2021 | Monthly outlook
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
The old school recovery
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
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
China outlook 2021: Starting off the year on the right foot
China outlook 2021: Starting off the year on the right foot
Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020.
27-01-2021 | Insight
Beat the headline
Beat the headline
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
25-01-2021 | Column
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
Markets will mirror vaccination success
Markets will mirror vaccination success
Vaccination rates acting as the key to ending the Covid-19 crisis are seen determining market success in early 2021.
08-01-2021 | Monthly outlook
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
The Value tortoise is on the move
The Value tortoise is on the move
The availability of an effective Covid-19 vaccine may trigger a revival for Value investing, says Robeco strategist Peter van der Welle.
08-12-2020 | Monthly outlook
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
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
Interest rates – don’t be so negative
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | 5-Year outlook
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
Expected Returns – watch the full show
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Video
Running on fumes, in search of the next refill
Running on fumes, in search of the next refill
Markets need a major catalyst to move higher as they face headwinds led by the US elections and Covid-19, says strategist Peter van der Welle.
08-10-2020 | Monthly outlook
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Few would doubt that the Covid-19 pandemic has completely changed the world.
29-09-2020 | 5-Year outlook
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
Robeco strengthens exclusions policy for fossil fuels
Robeco strengthens exclusions policy for fossil fuels
Robeco is extending its exclusion policy for fossil fuel producers and users to its entire range of strategies to help combat global warming.
24-09-2020 | Insight