Robeco launches emerging markets ESG fund
The fund is targeting a higher ESG score than the benchmark MSCI Emerging Markets Index
The fund is targeting a higher ESG score than the benchmark MSCI Emerging Markets Index
Luxembourg-domiciled fund selects companies based on top-down country analysis and bottom-up stock ideas
It remains difficult to find gender data related to profit and loss at a company, according to AXA IM
Dutch fund group’s ESG head says that asset managers must think more strategically about sustainable investment
The fintech sector may be dynamic but it’s crammed with ‘concept stocks’ that have great potential but limited profits
Robeco’s ESG integration chief Masja Zandbergen outlines how effective ESG analysis can lead to better investment decisions.
Integrating ESG into the investment process is easier said than done and will vary from one team to another, according to industry experts.
Artificial intelligence, blockchain and big data create a lot of buzz among fund buyers, but many fintech opportunities lie in old technologies, such as banks’ core systems that are in desperate need of updating, argues Partick Lemmens, senior portfolio manager at Robeco.
The nine-year bull market is going into extra time now, thinks Robeco. A real possibility is that the match will end in a sudden death, by a major world leader’s own goal. And that’s someone who’s fonder of football than Donald Trump.
Leading bond investors issued separate warnings on Friday that the dual tailwinds credit investors have enjoyed in recent years are about to die down.
Britons stunned the world on the 23rd of June 2016 by voting to leave the European Union after 43 years of mostly troubled marriage. However, freedom comes at a price. Robeco’s chief economist Léon Cornelissen assesses the likely impact of Brexit on the UK economy.
While markets could remain complacent and expensive for some time to come, recession risk is rising, says asset manager Robeco. Fidelity is also increasingly cautious, expecting “the longest equity bull market since World War II” to end within 18 months.