Arnout van Rijn joins AsianInvestor for a discussion on Asia-Pacific equities and currencies and, in the process, identifies individual stocks with appeal.
Not enough investment is going towards future commodities supply, but global uncertainty is hitting the average price of natural resource stocks, argues Robeco in a white paper.
Institutions are indicating that they may shift away from passive, index-driven investing, according to a survey carried out by Robeco and AsianInvestor in October.
This is one conclusion of an investor survey carried out by Robeco and AsianInvestor in October, and it comes as a surprise to Henk Grootveld of Robeco.
It’s not surprising that Asian investors are focusing on absolute return and long-term macro themes given the present uncertainty, says Henk Grootveld of Robeco.
Boosting production is not the only way to meet rising food demand. The world will have to cut wastage, writes Robeco’s head of food & agri strategies, Klaas Smits, in a ...
The Dutch asset manager says Tony Edwards of Neuberger Berman will take over as regional CEO from September in an expanded role to replace Frances Chang.
Jack Neele and Richard Speetjens, managers of Robeco Global Consumer Trends Equities, examine the structural changes taking place in the consumer market.
The emergence of a global middle class is a developing trend that could result in another rally in commodity prices in the next few years, argues Robeco in a white paper.
The Europe-based asset manager highlights how three trends will drive change in consumption behaviour, and points out how best to benefit.
Robeco chief economist Leon Cornelissen presents his unique perspective on the euroland crisis and its potential impact on Asian investors in this AsianInvestor webcast.
Emerging-market equity firms see investment opportunities in Egypt’s new political era, but disagree about the timing.
But the consensus is that the world's most populous country will maintain its rapid growth in 2011, whether it raises interest rates further or not.
Mirae Asset Securities is helping Robeco affiliate Sustainable Asset Management (SAM) distribute its global cleantech private-equity strategy to Korean institutional investors.
Lombard Odier and Robeco Boston Partners suggest waiting until mid-July for some certainty on the Spanish debt issue before getting back into equities.
SAM, an investment boutique focused exclusively on sustainability investing, expects the water industry to continue to grow faster than global GDP, especially in Asia.
Steef Bergakker, portfolio manager of Robeco Infrastructure Equities, expects constructors of infrastructure to profit from heavy stimulus spending, new build in emerging ...
The managed-futures fund marks the start of an incoming wave of global hedge-fund products to be distributed to onshore qualified investors.
The Dutch asset manager gets the go-ahead for its sustainable private equity fund JV in China and looks set to gain master agent approval for fund distribution in Taiwan. ...
Review/outlook series: Robeco's Asia chief investment officer, Arnout van Rijn, is positive on the energy and IT sectors, and China.