[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$fQjK86Q1srJKnXv_1SqxdUkpFge-_MJ7Ouc-Ps0jEj64":3,"$fa_zdrbFhxJImEUFj1dGWHnYiVoFX_Lv6QvemZSk1Yyw":424,"$fDgKvscbjfuDqio5zA1pEqSiq4iyaAt_Uwpm2dmByYl4":606,"components-data-loader::zh-hk::blockParagraph:41DI3cQI83HaqmPHp8CrSf|insightsImage:1IpFMI13oFkNB3N4xiYgoD|blockParagraph:3n2ZgOf8nBbNtlq2nqH8sk|blockCta:4DsdJhbolAmBonSb7YHmHW|blockParagraph:3rSuNpRdLOjyNoXlXURpcr|blockParagraph:5hh7HeGFJM2qQZxcToPvU5|blockRelatedFunds:39mbYLGX5wmvjBi8Exx0cZ|blockParagraph:5MFA39JyJ9DZdH9Y4vvqNm|blockCta:5Hdev46tnBeVYN9QeWTQ8S::":954},{"id":4,"internal":5,"slug":6,"title":7,"text":8,"type":37,"date":41,"authors":42,"image":70,"keywords":74,"summary":95,"relatedFunds":103,"relatedStrategies":104,"components":105,"seo":128,"relatedInsights":201,"targetGroup":423},"6opLanDZnx0LwiBhAlBFrq","2024-06-10 | In sickness and in wealth - opportunities in health care for active investors","\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors","In sickness and in wealth – opportunities in health care for active investors",{"nodeType":9,"data":10,"content":11},"document",{},[12,21],{"nodeType":13,"data":14,"content":15},"paragraph",{},[16],{"nodeType":17,"data":18,"value":19,"marks":20},"text",{},"It’s a sector that accounts for 9% of global GDP, and uniquely will be used by everyone at some point in their lives. And as the population ages and technology advances, health care is set to become one of the most interesting arenas for stock pickers, says analyst Alyssa Cornuz.",[],{"nodeType":22,"data":23,"content":36},"embedded-entry-block",{"target":24,"type":29,"props":30},{"sys":25},{"id":26,"type":27,"linkType":28},"6fjSTLzUd40uGea9UldJ9w","Link","Entry","link",{"id":26,"internal":31,"title":32,"url":33,"variant":34,"openInNewWindow":35},"2024-06-10 | In sickness and in wealth – opportunities in health care for active investors","Read the full monthly outlook here","https:\u002F\u002Fassets.ctfassets.net\u002Ftl4x668xzide\u002F6EXLUqieANjjttTI8B2VBz\u002F7ec8f5fa2d22c2e65ebd2b62f0221b81\u002F202406-monthly-outlook.pdf","Button Primary Orange",true,[],{"id":38,"internal":39,"type":40},"6k9v78bP54Piymw9zA08tR","Monthly outlook","月度展望","2024-06-10T00:00:00.000Z",[43],{"id":44,"internal":45,"name":45,"intro":46,"jobTitle":56,"linkedin":57,"email":58,"image":59,"thumbnail":66},"3siYjovCr2x0CUplVRSfvP","Alyssa Cornuz, CFA®",{"nodeType":9,"data":47,"content":48},{},[49],{"nodeType":13,"data":50,"content":51},{},[52],{"nodeType":17,"data":53,"value":54,"marks":55},{},"Alyssa Cornuz is Portfolio Manager of the Robeco Sustainable Healthy Living strategy and member of the Thematic Investing team. She joined in 2021 from Credit Suisse, where she was a Fund Selection Analyst covering ESG and impact funds. Until the end of 2019, she worked as a Fundamental Equity Analyst at Nordea for their Global Climate and Environment Fund. She started her career in 2016 at UBS in the Portfolio Advisory and European Equity team. Alyssa holds a Master of Science in Finance from HEC Lausanne and is a CFA® Charterholder.",[],"Portfolio Manager ","https:\u002F\u002Fwww.linkedin.com\u002Fin\u002Falyssa-cornuz-cfa-a7739a99\u002F","alyssa.cornuz@robeco.com",{"id":60,"src":61,"width":62,"height":63,"alt":64,"focalPoint":65},"254gWVJpyC0h9eGIL3JgAr","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F254gWVJpyC0h9eGIL3JgAr\u002Fb451172f38d2b6499d453e62001f8bd4\u002Falyssa-cornuz-4000x1667px.jpg",4000,1667,"","face",{"id":67,"src":68,"width":69,"height":69,"alt":64},"7ZzYatatTFr9gK0MhHvts","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F7ZzYatatTFr9gK0MhHvts\u002Fd58073f2559f64ab25187c2019d4a23c\u002Falyssa-cornuz-500px.jpg",500,{"id":71,"src":72,"width":62,"height":73,"alt":64},"6kEVCCvzi8m2CMtNpnlmaa","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F6kEVCCvzi8m2CMtNpnlmaa\u002F2219f0e8e76076d7a372a6c81a53feac\u002F1188873493.jpg",2840,[75,80,84,87,91],{"id":76,"title":77,"internal":78,"hidden":79},"62lP1MRlVW5iMyESLZAZFL","主題投資​","Thematic investing",false,{"id":81,"title":82,"internal":83,"hidden":79},"6ESIb5IYIrx1cFYWIxthnK","健康生活","Healthy living",{"id":85,"title":86,"internal":86,"hidden":79},"1GT8Akgxejcne0p39uq2Fn","Sustainable investing",{"id":88,"title":89,"internal":90,"hidden":79},"CnxVrq33iOKFhFNj7rNrb","法規","Regulation",{"id":92,"title":93,"internal":94,"hidden":79},"34amOIy7R2VlnHvUoq8tPe","股票","Equities",{"id":96,"texts":97,"design":101},"61toNDKoY2gAzq3zwW3ziL",[98,99,100],"Health care to benefit from aging and rising burden of chronic conditions","Pipelines remain crucial for profits but patent cliffs hamper progress ","AI is assisting development of new cures as digitalization trends grow",{"background":102},"Black",[],[],[106,109,112,114,117,119,121,124,126],{"type":107,"id":108},"blockParagraph","41DI3cQI83HaqmPHp8CrSf",{"type":110,"id":111},"insightsImage","1IpFMI13oFkNB3N4xiYgoD",{"type":107,"id":113},"3n2ZgOf8nBbNtlq2nqH8sk",{"type":115,"id":116},"blockCta","4DsdJhbolAmBonSb7YHmHW",{"type":107,"id":118},"3rSuNpRdLOjyNoXlXURpcr",{"type":107,"id":120},"5hh7HeGFJM2qQZxcToPvU5",{"type":122,"id":123},"blockRelatedFunds","39mbYLGX5wmvjBi8Exx0cZ",{"type":107,"id":125},"5MFA39JyJ9DZdH9Y4vvqNm",{"type":115,"id":127},"5Hdev46tnBeVYN9QeWTQ8S",{"id":4,"internal":5,"modifiedTime":129,"publishedTime":41,"title":7,"description":130,"image":131,"type":132,"pageType":39,"category":133,"locales":134},"2025-09-01T10:29:36.686Z","As the population ages and technology advances, health care is set to become one of the most interesting arenas for stock pickers.",{"id":71,"src":72,"width":62,"height":73,"alt":64},"article","insight",[135,138,141,144,147,150,153,156,159,162,165,168,171,174,177,180,183,186,189,192,195,198],{"locale":136,"path":137},"de-ch","de-ch\u002Feinblicke\u002F2024\u002F06\u002Fgegen-krankheiten-und-fuer-renditen-chancen-im-gesundheitssektor-fuer-aktive-anleger",{"locale":139,"path":140},"de-de","de-de\u002Feinblicke\u002F2024\u002F06\u002Fgegen-krankheiten-und-fuer-renditen-chancen-im-gesundheitssektor-fuer-aktive-anleger",{"locale":142,"path":143},"en-au","en-au\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":145,"path":146},"en-ch","en-ch\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":148,"path":149},"en-hk","en-hk\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":151,"path":152},"en-int","en-int\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":154,"path":155},"en-latam","en-latam\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":157,"path":158},"en-me","en-me\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":160,"path":161},"en-sg","en-sg\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":163,"path":164},"en-uk","en-uk\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":166,"path":167},"en-us","en-us\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":169,"path":170},"en-za","en-za\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":172,"path":173},"es-es","es-es\u002Fvision-de-mercado\u002F2024\u002F06\u002Fla-salud-es-el-activo-mas-preciado-oportunidades-en-el-sector-salud-para-inversores-activos",{"locale":175,"path":176},"es-latam","es-latam\u002Fvision-de-mercado\u002F2024\u002F06\u002Fla-salud-es-el-activo-mas-preciado-oportunidades-en-el-sector-salud-para-inversores-activos",{"locale":178,"path":179},"fr-be","fr-be\u002Factualites\u002F2024\u002F06\u002Fdans-la-maladie-et-la-richesse-opportunites-dans-le-secteur-de-la-sante-pour-les-investisseurs-actifs",{"locale":181,"path":182},"fr-fr","fr-fr\u002Factualites\u002F2024\u002F06\u002Fdans-la-maladie-et-la-richesse-opportunites-dans-le-secteur-de-la-sante-pour-les-investisseurs-actifs",{"locale":184,"path":185},"it-it","it-it\u002Fapprofondimenti\u002F2024\u002F06\u002Fnella-salute-e-nella-malattia-opportunita-nella-sanita-per-gli-investitori-attivi",{"locale":187,"path":188},"jp-jp","jp-jp\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":190,"path":191},"nl-be","nl-be\u002Fvisie\u002F2024\u002F06\u002Fziekte-en-vermogen-gezondheidszorg-biedt-kansen-voor-actieve-beleggers",{"locale":193,"path":194},"nl-nl","nl-nl\u002Fvisie\u002F2024\u002F06\u002Fziekte-en-vermogen-gezondheidszorg-biedt-kansen-voor-actieve-beleggers",{"locale":196,"path":197},"zh-cn","zh-cn\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"locale":199,"path":200},"zh-hk","zh-hk\u002Finsights\u002F2024\u002F06\u002Fin-sickness-and-in-wealth-opportunities-in-health-care-for-active-investors",{"id":4,"internal":5,"filterIds":202,"carousel":203},[],{"id":4,"items":204,"design":420},[205,219,235,248,260,275,290,307,320,332,345,357,369,381,394,407],{"id":206,"internal":207,"title":208,"image":209,"date":214,"type":215,"keywords":216,"link":217,"upcoming":79},"4VBv6ItEJuoRjg2kqJkzP0","2026-07-08 | Monthly outlook -The new scarcity: Diversification","The new scarcity: Diversification",{"id":210,"src":211,"width":62,"height":212,"alt":64,"focalPoint":213},"71emBi5ZuZL8QJSaw9VWBP","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F71emBi5ZuZL8QJSaw9VWBP\u002F1c187f18b0f29355e7072d021ea87d31\u002F1169737536-min-4000px.jpg",1876,"center","2026-07-08",{"id":38,"internal":39,"type":40},[],{"id":206,"internal":207,"title":208,"url":218},"\u002Finsights\u002F2026\u002F07\u002Fthe-new-scarcity-diversification",{"id":220,"internal":221,"title":222,"image":223,"date":227,"type":228,"keywords":232,"link":233,"upcoming":79},"7kuGryoOQ5TFRBDF5jd234","2026-07-06 Earnings growth is surging, but inflation risks are building","Earnings growth is surging, but inflation risks are building",{"id":224,"src":225,"width":62,"height":212,"alt":64,"focalPoint":226},"3OU9pquiteLwkVbCHo6CX8","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F3OU9pquiteLwkVbCHo6CX8\u002F9d701fb599f0ab314995d3fcce618863\u002F1332999072-min-4000px.jpg","left","2026-07-06",{"id":229,"internal":230,"type":231},"3690xDV2lDciBLJSTnpfrZ","Insight","市場觀點",[],{"id":220,"internal":221,"title":222,"url":234},"\u002Finsights\u002F2026\u002F07\u002Fthe-earnings-party-is-real-but-the-bill-is-coming",{"id":236,"internal":237,"title":238,"image":239,"date":243,"type":244,"keywords":245,"link":246,"upcoming":79},"iGjpybZQmMPcpUjvNRpfy","2026-07-01 | Affordability is steering consumer spending trends","Affordability is steering consumer spending trends",{"id":240,"src":241,"width":62,"height":242,"alt":64},"3csfcdUV6syeX4od3orQ7n","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F3csfcdUV6syeX4od3orQ7n\u002Fbec912870177722d9622a661db95e348\u002F1290810299-4000px-min.jpg",2667,"2026-07-01",{"id":229,"internal":230,"type":231},[],{"id":236,"internal":237,"title":238,"url":247},"\u002Finsights\u002F2026\u002F07\u002Faffordability-is-steering-consumer-spending-trends",{"id":249,"internal":250,"title":251,"image":252,"date":255,"type":256,"keywords":257,"link":258,"upcoming":79},"4cUCAHqkIbY8KLO5WC1ogU","2026-06-30 | A value-based case for today's European banks","A value-based case for today's European banks",{"id":253,"src":254,"width":62,"height":212,"alt":64},"7hMr3sfuXfc59nn5LViZu7","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F7hMr3sfuXfc59nn5LViZu7\u002Fce06756a059642368266d5977e96b33a\u002Ffrankfurt-1191402978-min-4000px.jpg","2026-06-30",{"id":229,"internal":230,"type":231},[],{"id":249,"internal":250,"title":251,"url":259},"\u002Finsights\u002F2026\u002F06\u002Fa-value-based-case-for-todays-european-banks",{"id":261,"internal":262,"title":263,"image":264,"date":255,"type":268,"keywords":272,"link":273,"upcoming":79},"7cWpZ6wePh0caJll9VJgCX","2026-06-30 | Equity outlook: Reaching for the stars","Equity outlook: Reaching for the stars",{"id":265,"src":266,"width":62,"height":212,"alt":64,"focalPoint":267},"4uZs6Hsz5S1PVXW2QVzPZG","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F4uZs6Hsz5S1PVXW2QVzPZG\u002F19f6c6d037fb90495bce323125cae621\u002F1242296333-min-4000px.jpg","bottom_right",{"id":269,"internal":270,"type":271},"4Kre1p9VcxlpvYDqOZ3Hou","Quarterly outlook","季度展望",[],{"id":261,"internal":262,"title":263,"url":274},"\u002Finsights\u002F2026\u002F06\u002Fequity-outlook-reaching-for-the-stars",{"id":276,"internal":277,"title":278,"image":279,"date":282,"type":283,"keywords":287,"link":288,"upcoming":79},"6QkcNFfPng3nt7mXF7PP9w","2026-06-29 | Can systems-level investing solve social issues?","Can systems-level investing solve social issues?",{"id":280,"src":281,"width":62,"height":212,"alt":64,"focalPoint":213},"2mf13GeeSrSYZhfefg6fyv","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F2mf13GeeSrSYZhfefg6fyv\u002F58f8fdb99b7c3d02b4375fc5eb56e7fa\u002F2281769733-min-4000px.jpg","2026-06-29",{"id":284,"internal":285,"type":286},"47PdzLacE2w6wENlFtVLug","SI Debate","可持續投資難題",[],{"id":276,"internal":277,"title":278,"url":289},"\u002Finsights\u002F2026\u002F06\u002Fcan-systems-level-investing-solve-social-issues",{"id":291,"internal":292,"title":293,"image":294,"date":299,"type":300,"keywords":304,"link":305,"upcoming":79},"204Q8QoEN27Gf4rnIHXpKi","2026-06-26 | In tune with the markets – Feeling good","In tune with the markets – Feeling good",{"id":295,"src":296,"width":62,"height":297,"alt":64,"focalPoint":298},"72OFcZOOX78DbCqje0emyO","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F72OFcZOOX78DbCqje0emyO\u002F63250fcbf350df37ce37b300b1a81fc0\u002F20241011-podcast-van-rijn-merwe-min.jpg",2250,"faces","2026-06-26",{"id":301,"internal":302,"type":303},"3AfCcIHtqtS9X2tDuVZUeu","Podcast","播客",[],{"id":291,"internal":292,"title":293,"url":306},"\u002Finsights\u002F2026\u002F06\u002Fin-tune-with-the-markets-feeling-good",{"id":308,"internal":309,"title":310,"image":311,"date":315,"type":316,"keywords":317,"link":318,"upcoming":79},"6Eqh1V0Zm1VFkKBHYyO5DF","2026-06-25 | Physical AI and the new energy calculus in manufacturing","Physical AI and the new energy calculus in manufacturing",{"id":312,"src":313,"width":62,"height":212,"alt":64,"focalPoint":314},"13DQAeDh1aKMyLKMfrrEZb","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F13DQAeDh1aKMyLKMfrrEZb\u002F06fe00cb00043892ec7b811167781981\u002Frobot-workers.jpg","top_left","2026-06-25",{"id":229,"internal":230,"type":231},[],{"id":308,"internal":309,"title":310,"url":319},"\u002Finsights\u002F2026\u002F06\u002Fphysical-ai-and-the-new-energy-calculus-in-manufacturing",{"id":321,"internal":322,"title":323,"image":324,"date":327,"type":328,"keywords":329,"link":330,"upcoming":79},"3yHPaAbFCLFNiZO6am1UaB","2026-06-19 | Using a circular economy lens to uncover value amid disruption","Using a circular economy lens to uncover value amid disruption",{"id":325,"src":326,"width":62,"height":212,"alt":64},"4kSr2Y0rCyjnGXk3aAWUG6","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F4kSr2Y0rCyjnGXk3aAWUG6\u002Fb171732507ce5fdb4362595c5e1b23cf\u002F961653092-min-4000px.jpg","2026-06-19",{"id":229,"internal":230,"type":231},[],{"id":321,"internal":322,"title":323,"url":331},"\u002Finsights\u002F2026\u002F06\u002Fusing-a-circular-economy-lens-to-uncover-value-amid-disruption",{"id":333,"internal":334,"title":335,"image":336,"date":340,"type":341,"keywords":342,"link":343,"upcoming":79},"1C1coLfzyJw1KQQs0IX0Ol","2026-06-18 | Beyond the Big Three: Mapping Asia's AI hardware rally","Beyond the Big Three: Mapping Asia's AI hardware rally",{"id":337,"src":338,"width":62,"height":297,"alt":64,"focalPoint":339},"6WKgGtYLteFXnnWnvNKuuO","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F6WKgGtYLteFXnnWnvNKuuO\u002Fbc9925de981d017a89c4511a7edf6329\u002F1248270195-min.jpg","bottom_left","2026-06-18",{"id":229,"internal":230,"type":231},[],{"id":333,"internal":334,"title":335,"url":344},"\u002Finsights\u002F2026\u002F06\u002Fbeyond-the-big-three-mapping-asias-ai-hardware-rally",{"id":346,"internal":347,"title":348,"image":349,"date":352,"type":353,"keywords":354,"link":355,"upcoming":79},"7samjCRX9AXAlEleWYAgie","2026-06-17 | Europe powers up its push for energy security","Europe powers up its push for energy security",{"id":350,"src":351,"width":62,"height":212,"alt":64,"focalPoint":339},"3SuKyDX1cShHPUUmDnxWqN","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F3SuKyDX1cShHPUUmDnxWqN\u002F30b7d2b9abe622410262b32e0d2d0921\u002F1351543623-min-4000px.jpg","2026-06-17",{"id":229,"internal":230,"type":231},[],{"id":346,"internal":347,"title":348,"url":356},"\u002Finsights\u002F2026\u002F06\u002Feurope-powers-up-its-push-for-energy-security",{"id":358,"internal":359,"title":360,"image":361,"date":364,"type":365,"keywords":366,"link":367,"upcoming":79},"4QFkx8aJeDLbeCN9AVnqZY","2026-06-16 | EM to the core, Episode 6 – Performance dispersion and the alpha opportunity","EM to the core, Episode 6 – Performance dispersion and the alpha opportunity",{"id":362,"src":363,"width":62,"height":212,"alt":64,"focalPoint":65},"7dKEjz2taE9Xm8T5CaQGg2","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F7dKEjz2taE9Xm8T5CaQGg2\u002F2def346d92dba7b4bb5093fbdf1cc871\u002Fem-to-the-core-episode-6-robecos-active-advantage-in-em-jan-de-bruijn.jpg","2026-06-16",{"id":301,"internal":302,"type":303},[],{"id":358,"internal":359,"title":360,"url":368},"\u002Finsights\u002F2026\u002F06\u002Fem-to-the-core-episode-6-performance-dispersion-and-the-alpha-opportunity",{"id":370,"internal":371,"title":372,"image":373,"date":376,"type":377,"keywords":378,"link":379,"upcoming":79},"6NN7k7iD0tbsXHgLfhs8qR","2026-06-09 | Monthly outlook: Why markets are watching rising defense spending","Why markets are watching rising defense spending",{"id":374,"src":375,"width":62,"height":242,"alt":64,"focalPoint":213},"1PfAKDN0dOP3moOx7anCed","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F1PfAKDN0dOP3moOx7anCed\u002Ffdc5b9d0586d9aeb70e7c9073e9096c1\u002F2200192552-min.jpg","2026-06-09",{"id":38,"internal":39,"type":40},[],{"id":370,"internal":371,"title":372,"url":380},"\u002Finsights\u002F2026\u002F06\u002Fwhy-markets-are-watching-rising-defense-spending",{"id":382,"internal":383,"title":384,"image":385,"date":389,"type":390,"keywords":391,"link":392,"upcoming":79},"6Rvp7y2FgD98TyCNyvr855","2026-06-02 | EM to the core, Episode 5 – Finding balance with EM equities","EM to the core, Episode 5 – Finding balance with EM equities",{"id":386,"src":387,"width":62,"height":388,"alt":64,"focalPoint":65},"1X4YjgL7u9sMV1SkODOBV4","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F1X4YjgL7u9sMV1SkODOBV4\u002F5faad6beab6ad459309e90e601f86989\u002Fem-to-the-core-episode-5-finding-balance-with-em-equities.jpg",2251,"2026-06-02",{"id":301,"internal":302,"type":303},[],{"id":382,"internal":383,"title":384,"url":393},"\u002Finsights\u002F2026\u002F06\u002Fem-to-the-core-episode-5-finding-balance-with-em-equities",{"id":395,"internal":396,"title":397,"image":398,"date":402,"type":403,"keywords":404,"link":405,"upcoming":79},"1mqZM6308rYXLlSfVOKwZs","2026-05-27 | Asia’s structural tailwinds come into sharper view","Asia’s structural tailwinds come into sharper view",{"id":399,"src":400,"width":62,"height":401,"alt":64},"7DctFgWmB2r9xUNyb7nRcQ","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F7DctFgWmB2r9xUNyb7nRcQ\u002Fc8cc5e0a7b47c30b766b268005c0565e\u002F1219203945-min.jpg",2670,"2026-05-27",{"id":229,"internal":230,"type":231},[],{"id":395,"internal":396,"title":397,"url":406},"\u002Finsights\u002F2026\u002F05\u002Fasia-s-structural-tailwinds-come-into-sharper-view",{"id":408,"internal":409,"title":410,"image":411,"date":415,"type":416,"keywords":417,"link":418,"upcoming":79},"4GFGb7kjjiqEyNN7F4IZuj","2026-05-26 | 3 ways to invest globally beyond the US","3 ways to invest globally beyond the US",{"id":412,"src":413,"width":62,"height":414,"alt":64,"focalPoint":213},"TFiHiqZwthypr35L04AaI","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002FTFiHiqZwthypr35L04AaI\u002F9060d8180e4826b8b1c53d828ae808b9\u002F1447259383-min.jpg",2668,"2026-05-26",{"id":229,"internal":230,"type":231},[],{"id":408,"internal":409,"title":410,"url":419},"\u002Finsights\u002F2026\u002F05\u002Freassessing-regional-allocations-three-ways-to-play-the-pivot-towards-global-equities",{"background":421,"variant":422},"Gradient-Black-Blue-Orange","Carousel","professional",{"id":425,"text":426,"linkLists":443,"socialMedia":543,"disclaimers":566,"logo":577,"cta":582},"7lIh99G195DOVZTdWtgDGK",{"nodeType":9,"data":427,"content":428},{},[429],{"nodeType":13,"data":430,"content":431},{},[432,436,440],{"nodeType":17,"data":433,"value":434,"marks":435},{},"荷寶致力透過提供卓越的投資回報和解決方案，協助客戶實現財務和可持續性目標。",[],{"nodeType":437,"data":438,"key":439},"break",{},"break-0-0",{"nodeType":437,"data":441,"key":442},{},"break-0-1",{"primary":444,"secondary":462},{"id":445,"items":446},"1NwCyPJSb2SOG3S8fgh8yJ",[447,452,457],{"id":448,"internal":449,"title":450,"url":451,"variant":27},"6CMLQzdsfMyzmovQ5eSYwd","Navigation - Disclaimer  ","免責聲明","\u002Fdisclaimer",{"id":453,"internal":454,"title":455,"url":456,"variant":27},"6QCfWscbt4SvXNp36RQ0lo","Privacy and Cookie Statement","私隱及Cookie政策","\u002Fprivacy-and-cookie-statement",{"id":458,"internal":459,"title":460,"url":461,"variant":27},"60OxDbj0MY6qS8ctLiC2Pz","Navigation - Policies  ","政策","\u002Frobeco-policies",[463,496,515],{"id":464,"title":465,"items":466},"7ieulVXkl9EiVhiLuRltlG","重點主題",[467,471,476,481,486,491],{"id":468,"internal":469,"title":231,"url":470,"variant":27},"FR50e4uUXhKiuDuVT998R","Navigation - Insights","\u002Finsights",{"id":472,"internal":473,"title":474,"url":475,"variant":27},"6vaVAJ8UO6yVKZ69xkQAdk","Navigation - Products - Funds","搜尋基金","\u002Fproducts\u002Ffunds",{"id":477,"internal":478,"title":479,"url":480,"variant":27},"6GQejZYhd2ci6paaiteUKU","Navigation - Products - Strategies","投資策略","\u002Fproducts\u002Fstrategies",{"id":482,"internal":483,"title":484,"url":485,"variant":27},"5JtQPBKTyeENFFaW63F7YD","Navigation - Products - Opportunities  ","投資機會","\u002Fproducts\u002Fopportunities",{"id":487,"internal":488,"title":489,"url":490,"variant":27},"20MQO3PnPc865R3Dux4LHh","Navigation - Sustainable investing ","可持續投資","\u002Fsustainable-investing",{"id":492,"internal":493,"title":494,"url":495,"variant":27},"174SStMLchxQ09AyXwR9jj","Navigation - About us ","關於荷寶","\u002Fabout-us",{"id":497,"title":498,"items":499},"5D1Rrk6Asm3B3hTG2dCs03","快速連結",[500,505,510],{"id":501,"internal":502,"title":503,"url":504,"variant":27},"2JRM7b78aahxDfjO1OKZwQ","Navigation - About us - Contact ","聯絡荷寶","\u002Fabout-us\u002Fcontact",{"id":506,"internal":507,"title":508,"url":509,"variant":27},"2Hh2VDl0WSfAB2P7PS9K9","Navigation - Glossary","詞彙表","\u002Fglossary",{"id":511,"internal":512,"title":513,"url":514,"variant":27},"nBLI5OKGJOpksYLAJAw7R","Navigation - Advisor Education ","顧問教育","\u002Finsights\u002Feducation",{"id":516,"title":517,"items":518},"5KKDrfDctqHwBAhm8GYuL3","專業知識",[519,524,529,534,538],{"id":520,"internal":521,"title":522,"url":523,"variant":27},"1aBW9QykjirqJUAo21Gtsl","About us - Key Strengths - Emerging markets ","新興市場投資","\u002Fabout-us\u002Fkey-strengths\u002Femerging-markets",{"id":525,"internal":526,"title":527,"url":528,"variant":27},"5k0qSW9liatIFG27HIS13q","About us - Key Strengths -  Credits ","信貸投資","\u002Fabout-us\u002Fkey-strengths\u002Fcredit-investing",{"id":530,"internal":531,"title":532,"url":533,"variant":27},"5OZSH4bfKXTcTp4yCehdBS","About us - Key Strengths - Quant ","量化投資","\u002Fabout-us\u002Fkey-strengths\u002Fquantitative-investing",{"id":535,"internal":536,"title":489,"url":537,"variant":27},"YNvMXnSAyVTbE20VzHY4V","Key strengths - Sustainable investing ","\u002Fabout-us\u002Fkey-strengths\u002Fsustainable-investing",{"id":539,"internal":540,"title":541,"url":542,"variant":27},"4H8kD4FaLn8Ch7rVc8QlW4","About us - Key Strengths - Thematic investing","趨勢投資","\u002Fthematic-investing",{"id":544,"items":545},"5RiVAEV3FBteX23DdI1pqd",[546,551,556,561],{"id":547,"internal":548,"title":549,"url":550,"external":35,"openInNewWindow":35},"1OQpyXXhvAAkrXsKsL4VLT","Social media - Facebook","Facebook","https:\u002F\u002Fwww.facebook.com\u002Frobecointernational",{"id":552,"internal":553,"title":554,"url":555,"external":35,"openInNewWindow":35},"18EnPnTQmRuMqRmW2krQcK","Social media - Linkedin","Linkedin","https:\u002F\u002Fwww.linkedin.com\u002Fcompany\u002Frobeco",{"id":557,"internal":558,"title":559,"url":560,"external":35,"openInNewWindow":35},"4IWuKxXvDWoXMBwHx8zdSV","Social media - Instagram","Instagram","https:\u002F\u002Fwww.instagram.com\u002Frobeco_am\u002F",{"id":562,"internal":563,"title":564,"url":565,"external":35,"openInNewWindow":35},"1smXHwcFbbgfFryMG7Dw38","Social media - Youtube","YouTube","https:\u002F\u002Fwww.youtube.com\u002Fc\u002FRobecoAssetManagement",{"primary":567},{"nodeType":9,"data":568,"content":569},{},[570],{"nodeType":13,"data":571,"content":572},{},[573],{"nodeType":17,"data":574,"value":575,"marks":576},{},"投資附帶風險。過往的投資業績並不保證將來的投資表現。本網站提供的資料只供參考用途，並不構成任何投資建議。投資者應在作出任何投資決策之前尋求獨立意見。請詳閱有關銷售文件以得悉基金之詳情及所涉及的風險因素。本網頁由Robeco Hong Kong Limited發出及並未經證監會審核。",[],{"id":578,"src":579,"width":580,"height":581,"alt":64},"4QnDEzaoCxRt5urb04u778","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F4QnDEzaoCxRt5urb04u778\u002F70d701463b570d50da58fe3e3acee81f\u002Frobeco-color-logo-small.png",488,90,{"id":583,"title":584,"text":585,"link":599,"design":605},"XV7HXWdSfvNHVZLSm8Q9z","繼續保持聯繫",{"nodeType":9,"data":586,"content":587},{},[588],{"nodeType":13,"data":589,"content":590},{},[591,595,597],{"nodeType":17,"data":592,"value":593,"marks":594},{},"訂閱我們的電子報，時刻把握可持續與量化投資、趨勢以及信貸方面瞬息萬變的資訊。",[],{"nodeType":437,"data":596,"key":439},{},{"nodeType":437,"data":598,"key":442},{},{"id":600,"internal":601,"title":602,"url":603,"variant":604},"5UBcTUsbLCeY5US1EtvTOf","Newsletter Subscribe | Don’t miss out (secondary blue)","掌握新形勢","\u002Finsights\u002Fmonthly-newsletter","Button Secondary Blue",{},{"languages":607,"menu":776,"logos":882,"searchPage":898,"login":903,"menuSecondary":953},{"id":608,"title":609,"column1":610,"column2":639,"column3":673,"column4":707,"globalLink":772},"4YybewlWJgqkinfUiog7RU","專業投資者 | 香港",[611,630],{"id":612,"title":613,"items":614},"2O2NJyGAV9zlazHQNwGQ6U","請選擇您的所在地",[615,620,625],{"id":616,"internal":617,"title":618,"url":619,"external":35,"openInNewWindow":79},"7nUKsiopPEWCHYipylCD96","Countries - Hong Kong Professional Investor (EN) ","Hong Kong | Professional Investor (EN) ","\u002Fen-hk\u002F",{"id":621,"internal":622,"title":623,"url":624,"external":35,"openInNewWindow":79},"69oKptOB7eQm4WYWY5A70y","Countries -  個人投資者 | 香港 (ZH)  & Hong Kong | Individual Investor (EN)","Hong Kong | Individual Investor (EN)","\u002Fen-hk\u002Findividual",{"id":626,"internal":627,"title":628,"url":629,"external":35,"openInNewWindow":79},"1YZFDQZP8oNltpOnjRCnD3","Countries - 個人投資者 | 香港 (ZH)","個人投資者 | 香港 (ZH)","\u002Fzh-hk\u002Findividual",{"id":631,"title":632,"items":633},"4TLVtFY3ZNlonZhNGWQa4v","國際地區",[634],{"id":635,"internal":636,"title":637,"url":638,"external":35,"openInNewWindow":79,"variant":604},"30IFFdcGMcO6b7ZkNaSJiR","Countries - Global","國際網站","\u002Fen-int\u002F",[640],{"id":641,"title":642,"items":643},"6dqJWjDyBJmoaXxFbia1id","Asia-Pacific",[644,649,654,658,663,668],{"id":645,"internal":646,"title":647,"url":648,"external":35,"openInNewWindow":79},"6GRJdx8WsrLlFGGuTVKbUA","Countries - Asia-Pacific - Australia","Australia","\u002Fen-au\u002F",{"id":650,"internal":651,"title":652,"url":653,"external":35,"openInNewWindow":79},"2Ww6SHqqLgSl6QVw3nLeFv","Countries - Asia-Pacific - 上海 (CN)","上海 (CN)","\u002Fzh-cn\u002F",{"id":655,"internal":656,"title":657,"url":619,"external":35,"openInNewWindow":79},"I7vxGnbzmrjzql5xwrjNq","Countries - Asia-Pacific - Hong Kong (EN)","Hong Kong (EN)",{"id":659,"internal":660,"title":661,"url":662,"external":35,"openInNewWindow":79},"o3qWzGDKy8ZOrfmdJIM9u","Countries - Asia-Pacific - 香港 (ZH) ","香港 (ZH)","\u002Fzh-hk\u002F",{"id":664,"internal":665,"title":666,"url":667,"external":35,"openInNewWindow":79},"1eUgCPu5EHmLp0TwgnS7et","Countries - Asia-Pacific - 日本 (JP)","日本 (JP)","\u002Fjp-jp\u002F",{"id":669,"internal":670,"title":671,"url":672,"external":35,"openInNewWindow":79},"J2AWFs6mEFBwbQo7gZYCS","Countries - Asia-Pacific - Singapore","Singapore","\u002Fen-sg\u002F",[674,693],{"id":675,"title":676,"items":677},"7byCQqlh9CheUaxoX1oGna","Americas",[678,683,688],{"id":679,"internal":680,"title":681,"url":682,"external":35,"openInNewWindow":79},"2EJaitTLJjWAGjlCMzrNMZ","Countries - Americas - América Latina (ES)","América Latina (ES)","\u002Fes-latam\u002F",{"id":684,"internal":685,"title":686,"url":687,"external":35,"openInNewWindow":79},"366bVRrYl1Rf4c7QFVsRQ","Countries - Americas - Latin America (EN)","Latin America (EN)","\u002Fen-latam\u002F",{"id":689,"internal":690,"title":691,"url":692,"external":35,"openInNewWindow":79},"1UWk48aqAG0pIeEjZmPv8j","Countries - Americas - United States","United States","\u002Fen-us\u002F",{"id":694,"title":695,"items":696},"2z3nXXYeJT90dklIRjsiKy","Africa & Middle East",[697,702],{"id":698,"internal":699,"title":700,"url":701,"external":35,"openInNewWindow":79},"j7WYs2ZnvwcfyNQkzB0mW","Countries - Africa & Middle East - Africa","Africa","\u002Fen-za\u002F",{"id":703,"internal":704,"title":705,"url":706,"external":35,"openInNewWindow":79},"6K5IlrYc7rsDzndm09RJy2","Countries - Africa & Middle East - Middle East","Middle East","\u002Fen-me\u002F",[708],{"id":709,"title":710,"items":711},"yl8ZKvqgB00hoTk4OWf46","Europe",[712,717,722,727,732,737,742,747,752,757,762,767],{"id":713,"internal":714,"title":715,"url":716,"external":35,"openInNewWindow":79},"2UI3iumTSQxntAOrMwlSPD","Countries - Europe - Belgique (FR)","Belgique (FR)","\u002Ffr-be\u002F",{"id":718,"internal":719,"title":720,"url":721,"external":35,"openInNewWindow":79},"7iWqAjnDQgrD1fHEO4MEIx","Countries - Europe - België (NL)","België (NL)","\u002Fnl-be\u002F",{"id":723,"internal":724,"title":725,"url":726,"external":35,"openInNewWindow":79},"z8RbZxQyrwRXPkuuuddMd","Countries - Europe - Deutschland","Deutschland","\u002Fde-de\u002F",{"id":728,"internal":729,"title":730,"url":731,"external":35,"openInNewWindow":79},"60Tb6aFbY2UmWiUEJggFid","Countries - Europe - España","España","\u002Fes-es\u002F",{"id":733,"internal":734,"title":735,"url":736,"external":35,"openInNewWindow":79},"6Vkx57UuB5C6Z8oBpZJIrq","Countries - Europe - France","France","\u002Ffr-fr\u002F",{"id":738,"internal":739,"title":740,"url":741,"external":35,"openInNewWindow":79},"2GyU6K0jr2FtqqmUhYSjnA","Countries - Europe - Italia","Italia","\u002Fit-it\u002F",{"id":743,"internal":744,"title":745,"url":746,"external":35,"openInNewWindow":79},"7G1IS9NldKxCJdvitm0o11","Countries - Europe - Nederland","Nederland","\u002Fnl-nl\u002F",{"id":748,"internal":749,"title":750,"url":751,"external":35,"openInNewWindow":79},"7FS3jEz1LAxAIiFScTNnGg","Countries - Europe - Nordics","Nordics","\u002Fen\u002Fnordics",{"id":753,"internal":754,"title":755,"url":756,"external":35,"openInNewWindow":79},"1iulvFF6hJ1QFc1Xt9tv9h","Countries - Europe - Schweiz (DE)","Schweiz (DE)","\u002Fde-ch\u002F",{"id":758,"internal":759,"title":760,"url":761,"external":35,"openInNewWindow":79},"4SFOOIz21ZAxJ6TgeWSa3I","Countries - Europe - Switzerland (EN)","Switzerland (EN)","\u002Fen-ch\u002F",{"id":763,"internal":764,"title":765,"url":766,"external":35,"openInNewWindow":79},"4BlNwJTQovL57sLYVFdYJr","Countries - Europe - United Kingdom","United Kingdom","\u002Fen-uk\u002F",{"id":768,"internal":769,"title":770,"url":771,"external":35,"openInNewWindow":79},"7hi4kNoNn99Dht5Edh7DmU","Countries - Europe - Other countries","Other countries","\u002Fen\u002Friam",{"id":773,"internal":774,"title":775,"url":638,"external":35,"openInNewWindow":79},"7K6SJJ6JgzpvmtC07jWDbn","Global website - Mobile Button","Global website",[777,808,820,851],{"id":468,"internal":469,"title":231,"url":470,"subNav":778},[779,784,789,794,799,803],{"id":780,"internal":781,"title":782,"url":470,"hide":783},"1cZxPYXqehpCTXNXYD1iBU","Navigation - Insights - Overview Insights","市場觀點概要","Desktop",{"id":785,"internal":786,"title":787,"url":788},"1HMX6yNhTIrBhZByL7Bgx7","Navigation - Insights - Latest","最新市場觀點","\u002Finsights\u002Flatest-insights",{"id":790,"internal":791,"title":792,"url":793},"3tz4ofq4N39RBkcvWjRUnR","Navigation - Insights - Top stories","焦點文章","\u002Finsights\u002Ftop-stories",{"id":795,"internal":796,"title":797,"url":798},"4cYd1QlxciTff3sk6iL7ot","Navigation - Insights - Market view & outlook","市場觀點及展望","\u002Finsights\u002Fmarket-view-outlook",{"id":800,"internal":801,"title":802,"url":514},"1Yc8CjN4Ew1z0LCga3Mrsa","Navigation - Insights - Education","教育",{"id":804,"internal":805,"title":806,"url":807},"6htNekix5eEECk6bQtnLY6","Navigation - Insights - Webinars","網絡研討會和活動","\u002Finsights\u002Fwebinars-events",{"id":809,"internal":810,"title":811,"url":812,"subNav":813},"1fRM391oECscm2cp73Psx0","Navigation - Products","產品","\u002Fproducts",[814,817,818,819],{"id":815,"internal":816,"title":811,"url":812,"hide":783},"5V7vQs0Og5hvhKimHSF4vo","Navigation - Products - Overview Products",{"id":472,"internal":473,"title":474,"url":475},{"id":477,"internal":478,"title":479,"url":480},{"id":482,"internal":483,"title":484,"url":485},{"id":487,"internal":488,"title":489,"url":490,"subNav":821},[822,827,832,836,841,846],{"id":823,"internal":824,"title":825,"url":826},"1ABPXVOQxFmCH7sw6Ayjf3","Navigation - Sustainable investing - Journey","開始旅程","\u002Fsustainable-investing\u002Fjourney",{"id":828,"internal":829,"title":830,"url":831},"2wjJaEBMEzu5rTLlEmjwtG","Navigation - Sustainable investing - Active Ownership (exept US + China)","積極擁有權","\u002Fsustainable-investing\u002Factive-ownership",{"id":833,"internal":834,"title":517,"url":835},"6On4bmzPLgMwxhfP7DwEqw","Navigation - Sustainable investing - Expertise","\u002Fsustainable-investing\u002Fexpertise",{"id":837,"internal":838,"title":839,"url":840},"5hRgT92BQ19siX9bHA4jLW","Navigation - Sustainable investing - Sustainable transition","轉型投資","\u002Fsustainable-investing\u002Fsustainable-transition",{"id":842,"internal":843,"title":844,"url":845},"29CCmMMgduT59CQY7sXzkr","Navigation - Sustainable investing - SDGs","可持續發展目標","\u002Fsustainable-investing\u002Fsdgs",{"id":847,"internal":848,"title":849,"url":850},"6Otlq94qwhI9uIfqBFD33a","Navigation - Sustainable investing - Climate & Biodiversity","氣候投資及生物多樣性","\u002Fsustainable-investing\u002Fclimate-biodiversity",{"id":492,"internal":493,"title":494,"url":495,"subNav":852},[853,856,861,866,871,876,881],{"id":854,"internal":855,"title":494,"url":495,"hide":783},"2zPveCK2sssSFkrecgDKIz","Navigation - About us - Overview About us",{"id":857,"internal":858,"title":859,"url":860},"3vINz2JyyW7Emj9lTTGBR1","Navigation - About us - Who we are","我們的信念","\u002Fabout-us\u002Fwho-we-are",{"id":862,"internal":863,"title":864,"url":865},"LAGRyJHaFaC0IsYr3Whkn","Navigation - About us - Key strengths","主要優點","\u002Fabout-us\u002Fkey-strengths",{"id":867,"internal":868,"title":869,"url":870},"3s0Ido5fRGArmxHs8QTpUV","Navigation - About us - Governance","企業管治 ","\u002Fabout-us\u002Fcorporate-governance",{"id":872,"internal":873,"title":874,"url":875},"1Oo9CSnJFICqPO9YUpnG8Z","Navigation - About us - History","歷史 ","\u002Fabout-us\u002Fhistory",{"id":877,"internal":878,"title":879,"url":880},"54ip9Wk6hPvJjCm8L3X03i","Navigation - About us - Diversity & inclusion","多元與包容","\u002Fabout-us\u002Fdiversity-inclusion",{"id":501,"internal":502,"title":503,"url":504},{"id":883,"link":884,"logoDesktopDark":885,"logoDesktopLight":891,"logoMobileDark":894,"logoMobileLight":895},"53cK6WPuMobhAGYr2PlTYX",{"id":659,"internal":660,"title":661,"url":662,"external":35,"openInNewWindow":79},{"id":886,"src":887,"width":888,"height":889,"alt":890},"2HZcbL2pGa2g2IH7vQL6wC","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F2HZcbL2pGa2g2IH7vQL6wC\u002Feb31e46c354625b8dec31359a2b7a2c8\u002FRobeco_China_traditional_ONLY_WEBSITE-01-01.png",1997,724,"Robeco, The Investments Engineers",{"id":892,"src":893,"width":888,"height":889,"alt":890},"jEFcsAGyOSJWB4sdbNGia","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002FjEFcsAGyOSJWB4sdbNGia\u002Fd85e5cefa09e3ace8fa93b25c99e0eeb\u002FRobeco_China_traditional_ONLY_WEBSITE_FULL_WHITE-01.png",{"id":578,"src":579,"width":580,"height":581,"alt":890},{"id":896,"src":897,"width":580,"height":581,"alt":890},"3HqCSmJoRNJ9SJB0oFu7su","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F3HqCSmJoRNJ9SJB0oFu7su\u002F9aedba1d11b7946bb749339abba58f9b\u002Frobeco-logo-white-small.png",{"id":899,"internal":900,"title":901,"url":902},"acOTqNu10iMsF7qEv7vdz","Search","搜尋","\u002Fsearch",{"id":904,"title":905,"text":906,"loggedInMenu":935},"b9tKzbz8HyDCjaYc6kuXg","MyRobeco – 獲取您的投資組合和可持續發展的數據",{"nodeType":9,"data":907,"content":908},{},[909],{"nodeType":13,"data":910,"content":911},{},[912,916,931],{"nodeType":17,"data":913,"value":914,"marks":915},{},"MyRobeco為專業客戶而設。請聯繫您的荷寶顧問以了解詳情或",[],{"nodeType":917,"data":918,"content":926},"entry-hyperlink",{"target":919,"type":29,"props":922},{"sys":920},{"id":921,"type":27,"linkType":28},"3l47F05QyaakHtYwhrk1Ue",{"id":921,"internal":923,"title":924,"url":925,"external":35,"openInNewWindow":35},"Client Portal LOGIN - Brochure My Robeco","希望了解更多? ","https:\u002F\u002Fwww.robeco.com\u002Ffiles\u002Fdocm\u002Fdocu-my-robeco-user-manual.pdf",[927],{"nodeType":17,"data":928,"value":929,"marks":930},{},"閱讀MyRobeco簡介",[],{"nodeType":17,"data":932,"value":933,"marks":934},{},"。",[],{"id":936,"items":937},"5iTIOUkYYtQSeSZYluAfoB",[938,943,948],{"id":939,"internal":940,"title":941,"url":942},"5dTJ1nY4Zkwy3ouTbxheKZ","client-portal","MyRobeco","\u002Fportal#\u002F",{"id":944,"internal":945,"title":946,"url":947},"2LhyOnhfpCcaQabHry6y8V","settings","設定","\u002Fportal#\u002Fsettings\u002Fprofile",{"id":949,"internal":950,"title":951,"url":952},"4UvrdpaXTbVZvsrOorhZT0","faq","常見問題","\u002Fportal\u002Ffaq",[],[955,996,1027,1061,1090,1117,1144,1177],{"id":108,"text":956,"design":994,"type":107},{"nodeType":9,"data":957,"content":958},{},[959,966,973,980,987],{"nodeType":13,"data":960,"content":961},{},[962],{"nodeType":17,"data":963,"value":964,"marks":965},{},"Spending on health care in the US alone reached USD 4.5 trillion in 2023, an amount greater than the GDP of Japan. Priorities within the sector have changed since the Covid pandemic, though it remains the ultimate long-term theme as the global population gets older and sicker.",[],{"nodeType":13,"data":967,"content":968},{},[969],{"nodeType":17,"data":970,"value":971,"marks":972},{},"“Globally, several structural factors are driving this trend, including an aging population, with projections indicating that by 2050, one in every six individuals worldwide will be over 65, compared with one in 11 currently,” says Cornuz, healthy living analyst with Robeco’s thematic equity team.",[],{"nodeType":13,"data":974,"content":975},{},[976],{"nodeType":17,"data":977,"value":978,"marks":979},{},"“Then there is the rising burden of chronic conditions, such as cardiovascular diseases, cancer or diabetes, and increased demand for health care services in emerging markets. This provides an opportunity for investors to discover companies that can apply new AI technologies, develop new cures, and improve the effectiveness of health care spending generally.”",[],{"nodeType":13,"data":981,"content":982},{},[983],{"nodeType":17,"data":984,"value":985,"marks":986},{},"“However, there remain some challenging headwinds, including reduced revenues for health care suppliers post-Covid, drug price controls, and regulatory uncertainty; rebates for Medicare in the US created a challenging backdrop for parts of the sector in 2023.”",[],{"nodeType":13,"data":988,"content":989},{},[990],{"nodeType":17,"data":991,"value":992,"marks":993},{},"“On top of that, the launch of GLP-1 drugs for obesity led to massive dispersion in performance between Big Pharma, MedTech and other health care sub-sectors. While more dispersion and macro uncertainty are likely in 2024, this provides the active stock picker with more opportunities than seen in recent years, with valuation support and more divergence between winners and losers.”",[],{"alignment":995},"100 Center",{"id":111,"internal":997,"image":998,"source":1003,"design":1025,"type":110},"2024-06-10 | In sickness and in wealth  - opportunities in health care for active investors",{"id":999,"src":1000,"width":1001,"height":1002,"alt":64},"3YsDhWoUQIgUedAt0ckuY9","\u002F\u002Fimages.ctfassets.net\u002Ftl4x668xzide\u002F3YsDhWoUQIgUedAt0ckuY9\u002F81e8b1e6ee599de3a564ae4b172a3a80\u002F2024-06-07-monthly-outlook.png",800,456,{"nodeType":9,"data":1004,"content":1005},{},[1006],{"nodeType":13,"data":1007,"content":1008},{},[1009,1013,1015,1021],{"nodeType":17,"data":1010,"value":1011,"marks":1012},{},"The percentage of GDP spent on health care; the US leads the pack at 17.8%. ",[],{"nodeType":437,"data":1014,"key":439},{},{"nodeType":17,"data":1016,"value":1017,"marks":1018},{},"Source",[1019],{"type":1020},"bold",{"nodeType":17,"data":1022,"value":1023,"marks":1024},{},": Morgan Stanley",[],{"background":1026},"White",{"id":113,"title":1028,"text":1029,"design":1060,"type":107},"Three factors stand out",{"nodeType":9,"data":1030,"content":1031},{},[1032,1039,1046,1053],{"nodeType":13,"data":1033,"content":1034},{},[1035],{"nodeType":17,"data":1036,"value":1037,"marks":1038},{},"Cornuz says three factors stand out, led by recovery in the biotech and life sciences sectors, the prospect of no upsets in the upcoming US Presidential and Congressional elections, and a refocus on attractive therapeutic areas beyond GLP-1.",[],{"nodeType":13,"data":1040,"content":1041},{},[1042],{"nodeType":17,"data":1043,"value":1044,"marks":1045},{},"“M&A activity in biotech has seen a pick-up in the year to date that is likely to persist, albeit with a shift towards acquiring later-stage assets, as Big Pharma replenishes its pipelines,” she says.",[],{"nodeType":13,"data":1047,"content":1048},{},[1049],{"nodeType":17,"data":1050,"value":1051,"marks":1052},{},"“Health care is not expected to be a central theme in the US elections. Although large cap pharma and managed care remain exposed to headwinds such as repeal of the Affordable Care Act, other sub-sectors such as life sciences tools or contract research organizations (CROs) or contract manufacturing organizations (CMOs) involved in making new drugs should remain insulated.”",[],{"nodeType":13,"data":1054,"content":1055},{},[1056],{"nodeType":17,"data":1057,"value":1058,"marks":1059},{},"“Finally, the market focus is moving past drugs for obesity to other product cycles such as tackling Alzheimer’s disease or developing respiratory vaccines.”",[],{"alignment":995},{"id":118,"title":1062,"text":1063,"design":1089,"type":107},"Pipelines, patents and profits",{"nodeType":9,"data":1064,"content":1065},{},[1066,1073,1080],{"nodeType":13,"data":1067,"content":1068},{},[1069],{"nodeType":17,"data":1070,"value":1071,"marks":1072},{},"Cornuz says the pipeline of new drugs underpins growth in the sector, particularly as patents expire for blockbuster products. Patents provide immunity from competition while they are active, making them into de facto monopolies, but other companies can manufacture the same product once they expire.",[],{"nodeType":13,"data":1074,"content":1075},{},[1076],{"nodeType":17,"data":1077,"value":1078,"marks":1079},{},"“The race to discover a Covid-19 vaccine put a spotlight on the industry’s ability to rapidly innovate, but the patent cliff is always a drag on Big Pharma that is set to cost the industry USD 180 billion in lost revenue by the end of the decade,” Cornuz says.",[],{"nodeType":13,"data":1081,"content":1082},{},[1083,1087],{"nodeType":17,"data":1084,"value":1085,"marks":1086},{},"“So, building on the acceleration of innovation through faster product cycles or M&A is a key theme for the sector. Notable therapeutic areas offering growth opportunities include oncology, immunology, diabetes\u002Fobesity, and neurology, particularly for tackling Alzheimer's disease.”",[],{"nodeType":437,"data":1088,"key":439},{},{"alignment":995},{"id":120,"title":1091,"text":1092,"design":1116,"type":107},"AI lends a helping hand",{"nodeType":9,"data":1093,"content":1094},{},[1095,1102,1109],{"nodeType":13,"data":1096,"content":1097},{},[1098],{"nodeType":17,"data":1099,"value":1100,"marks":1101},{},"Pipelines are a risky business, since developing a new drug typically takes eight to ten years and costs USD 1-2 billion per product, with only one out of every ten candidates ever reaching the market with regulatory approval. So, can artificial intelligence help?",[],{"nodeType":13,"data":1103,"content":1104},{},[1105],{"nodeType":17,"data":1106,"value":1107,"marks":1108},{},"“AI has the potential to shorten product development by contributing to faster drug discovery and the reduction of clinical trial failure rates,” Cornuz says. “With data integration, trend recognition and predictive modeling, AI can speed up the understanding of diseases and help to identify future winners in the traditional drug discovery process, while machine learning algorithms can optimize clinical trial designs.”",[],{"nodeType":13,"data":1110,"content":1111},{},[1112],{"nodeType":17,"data":1113,"value":1114,"marks":1115},{},"“Beyond drug development, data-driven digital health care tools have the potential to improve patient outcomes while reducing inefficiencies. In a sector plagued with shortages of skilled labour, AI can help facilitate patient care from pre-appointment to diagnostics, and reduce hospitals’ administrative burdens.”",[],{"alignment":995},{"id":123,"internal":1118,"layoutType":1119,"relatedFunds":1120,"relatedShareClasses":1140,"charts":1141,"design":1142,"type":122},"Healthy Living | Ribbon White - H3","Ribbon",[1121],{"id":1122,"title":1122,"url":1123,"date":1124,"currentDate":1125,"size":1126,"method":1127,"disclaimers":1128,"tableData":1132},"Healthy Living D EUR","{{prefix}}-lu2146189407\u002Frobeco-healthy-living-d-eur",1780185600000,1784073600000,32667576.7,"Annualized",[1129,1130,1131],"fund.detail.general.performance-disclaimer","fund.detail.tabs.performance-costs.performance-table.annualized-method","fund.detail.tabs.performance-costs.performance-table.return-type.transaction",{"performanceYtd":1133,"performance3Y":1134,"rating":1135,"sfdr":1136,"dividend":1137,"currentPrice":1138,"inception":1139},-7.5,-3.35,2,"article9","No",231.48,1603929600000,[],[],{"title":1143,"background":1026},"H3 Title",{"id":125,"title":1145,"text":1146,"design":1176,"type":107},"Spending on digitalization",{"nodeType":9,"data":1147,"content":1148},{},[1149,1156,1163,1170],{"nodeType":13,"data":1150,"content":1151},{},[1152],{"nodeType":17,"data":1153,"value":1154,"marks":1155},{},"Digitalizing the sector – the subject of a past engagement theme at Robeco – is also both a long-term cost and opportunity for a sector that relies on accurate medical records and the ability to track the effectiveness of doctors’ prescriptions. Investments in digital health totalled USD 45 billion during the pandemic, ranging from clinical trials technology to home health and wellness.",[],{"nodeType":13,"data":1157,"content":1158},{},[1159],{"nodeType":17,"data":1160,"value":1161,"marks":1162},{},"“From 2020-2022, health care was the sector with the highest capital invested in AI after IT,” Cornuz says. “Funding since the pandemic ended has steeply declined, pressured by rising interest rates.”",[],{"nodeType":13,"data":1164,"content":1165},{},[1166],{"nodeType":17,"data":1167,"value":1168,"marks":1169},{},"“The headwinds facing the sector are well understood; what is not is how investments in digital and AI tools are providing clear productivity gains. That is yet to come, and will be an issue for investors to consider in this vibrant but always challenging sector.”",[],{"nodeType":22,"data":1171,"content":1175},{"target":1172,"type":29,"props":1174},{"sys":1173},{"id":26,"type":27,"linkType":28},{"id":26,"internal":31,"title":32,"url":33,"variant":34,"openInNewWindow":35},[],{"alignment":995},{"id":127,"title":1178,"text":1179,"link":1189,"design":1190,"type":115},"獲取最新市場觀點",{"nodeType":9,"data":1180,"content":1181},{},[1182],{"nodeType":13,"data":1183,"content":1184},{},[1185],{"nodeType":17,"data":1186,"value":1187,"marks":1188},{},"訂閱我們的電子報，時刻把握投資資訊和專家分析。",[],{"id":600,"internal":601,"title":602,"url":603,"variant":604},{"cirle":1191,"background":1026},"Blue-Orange"]