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Insights

Covid-19 driving trends: a foot on the brake or the accelerator?
Covid-19 driving trends: a foot on the brake or the accelerator?
The unprecedented global policy response to the Covid-19 outbreak has brought us into uncharted territory regarding its future socio-economic fallout, and therefore presents major navigational challenges for investors.
13-05-2020 | Insight
M&A in fintech: when will the music play again?
M&A in fintech: when will the music play again?
While potential mergers and acquisitions (M&A) are not the primary focus of the Robeco FinTech and New World Financials strategies, these are obviously always a welcome development.
11-05-2020 | Insight
Online meal delivery: Growth potential intact despite Covid-19 headwinds
Online meal delivery: Growth potential intact despite Covid-19 headwinds
The digitalization of consumption is one of the structural changes our Global Consumer Trends strategy focuses on.
28-04-2020 | Insight
Robeco publishes Stewardship Report 2019
Robeco publishes Stewardship Report 2019
Active Ownership has always been an important part of Robeco’s sustainable investing capability.
16-04-2020 | Active Ownership Report
Every dark cloud has a silver lining
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | Video
Robeco launches evocative sustainability campaign
Robeco launches evocative sustainability campaign
You don’t have to give up palm oil or plastics.
16-03-2020 | Interview
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
New year, new investment ideas?
21-01-2020 | Insight
Global warming accelerates as emissions hit new records
Global warming accelerates as emissions hit new records
Greenhouse gas levels in the atmosphere are higher than ever before, two new studies have found.
16-12-2019 | Stunning statistics
5G: the next generation mobile data highway
5G: the next generation mobile data highway
Who is best positioned to benefit from 5G?
06-11-2019 | Research
Five reasons to invest in fintech
Five reasons to invest in fintech
The growing trend for cashless payments is causing huge demand for the financial technology that powers it – fintech.
28-10-2019 | Insight
Next in fintech: ecosystem enablers
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | Insight
Tackling the Achilles heel of the financial sector
Tackling the Achilles heel of the financial sector
Since the global financial crisis, US banks have paid more than USD 160 billion in fines for non-compliance.
24-09-2019 | Research
‘With tech companies we need to be very vigilant’
‘With tech companies we need to be very vigilant’
In our latest podcast, portfolio manager Jack Neele talks about the tricks of the trade in trends investing.
20-09-2019 | Podcast
Buying cheap is an expensive business
Buying cheap is an expensive business
One of the most frequent questions I have been asked in recent years concerns valuation.
09-09-2019 | Column
Digital twins and machine vision: exciting themes of ‘smart’ production
Digital twins and machine vision: exciting themes of ‘smart’ production
Manufacturing as we know it is coming to an end.
30-08-2019 | Insight
Anno Domini: the best reads of 2019
Anno Domini: the best reads of 2019
What were the best-read stories on Robeco’s main website this year?
26-07-2019 | Insight
'The impact of cyber risks has changed, and companies have to raise the standards'
'The impact of cyber risks has changed, and companies have to raise the standards'
Information on the cybersecurity of companies and their products is hard to obtain at the moment.
24-07-2019 | Insight
The digital toolbox: emergency care for our health care system
The digital toolbox: emergency care for our health care system
Is the end in sight for the malaises that plague today’s health care industry?
04-07-2019 | Research
This time it’s different: best opportunities outside of the US
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Column
Tokenizing real assets
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019 | Research
Robeco Quarterly March 2019
Robeco Quarterly March 2019
The 11th edition of Robeco Quarterly – our quant, sustainability and research magazine – is out.
04-04-2019 | Magazine
Trends, industries and the quest for outperformance
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | Research
Megatrends shape business and society
Megatrends shape business and society
Three powerful megatrends are shaping today’s world – transformative technology, ‘preserving Earth’ and changing sociodemographics.
25-03-2019 | Video
Five things you should know about trends investing
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
15-03-2019 | Insight
Tune in now – Robeco launches podcasts
Tune in now – Robeco launches podcasts
If a face can launch a thousand ships, what power does the spoken word have?
06-02-2019 | Insight
Consumer trends in 2019: smart speakers, India and well-being
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019 | Insight
Electric vehicles coming of age
Electric vehicles coming of age
In the coming years, the global automotive industry will go through its most radical change as vehicle electrification and changing consumer preferences challenge existing business models.
13-12-2018 | Insight
Robeco Quarterly December 2018
Robeco Quarterly December 2018
The tenth edition of Robeco Quarterly – our quant, sustainability and research magazine – is out.
10-12-2018 | Magazine
Leveraging new technologies in finance
Leveraging new technologies in finance
We currently see a number of specific developments that make fintech an interesting investment theme for next year.
27-11-2018 | Insight
Three megatrends shaping the world
Three megatrends shaping the world
Three megatrends reflecting each aspect of the environmental, social and governance (ESG) spectrum are shaping the sustainable investing world.
01-11-2018 | Insight
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