Investment firms eye up silver and 5G
But European recovery expected to lag emerging market and US rebound
Robeco
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What does 2021 have in store for investors?
DWS CIO expects European stocks to lag while five climate themes will benefit from rising commitments
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Have Biden win and vaccine brightened fund manager forecasts?
Equity markets have been quick to price in a return to normal
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Has the X factor lost its way?
Robeco’s head of quant research warns it is ‘short-sighted’ to dismiss factor investing altogether
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Downbeat Dutch investors drawn to bonds
But one portfolio managers says equities could be a better bet going forward – just maybe not US
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Healthcare stocks – race for a remedy
Hunt for treatments and vaccines puts spotlight on pharmaceutical companies
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Fund Manager Picks – Renewables
Two managers and a senior analyst give their views on the future of investing in sustainable energy
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Robeco reveals its first green bond fund
It builds on the EU Green Bond Standard which is yet to be implemented
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Focus sharpens on exec pay amid coronavirus
Shareholders urged to ask questions where staff are furloughed but high earners escape unscathed
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RobecoSam unveils circular equities strategy
Up to $4.5trn up for grabs as market shifts away from linear economy
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Robeco includes biodiversity in 2020 engagement themes
As the Amazon rainforest reaches self-destruction ‘tipping point’
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S&P Global to acquire RobecoSAM’s ESG ratings business
As ratings agencies ramp up ESG products