Robeco

We’re thrilled to announce the launch of Robeco’s Active ETFs! 🎉Combining 20 years of experience and cutting-edge technology, these ETFs offer smarter, more balanced growth opportunities. Learn how our new ETFs can fit into your portfolio today:  https://ro-be.co/3v4s9rsf #Robeco #ActiveETFs #quantinvesting

Covering the sobering and humbling exercise of predicting markets for the next calendar year. Surprisingly, mega cap-growth stocks have returned to their winning ways post-US elections. The outlook for European stocks might be improving, at least from a contrarian perspective. With all the gloom surrounding the German economy and the political crisis in France, things can only get better.?cmp=so_3_3975

In professional sports, it's well known that small, consistent advantages add up to long-term success. The same principle applies to investing. Learn what it takes to stay at the top of your game. #GOAT #quantchart #enhancedindexing https://ro-be.co/yjnhc2dh

🎉 A big congratulations to the winners of the CFA Germany Investment Research Award: David Blitz, Mike Chen, Clint Howard, and Harald Lohre, for their groundbreaking paper on 3D Investing! Also, kudos to the runner-ups, Matthias Hanauer, CFA, and Tobias Kalsbach, for their innovative work on machine learning in emerging markets. Their dedication to advancing investment research is inspiring and paves the way for new ideas in the industry. Thank you to all participants for their valuable contributions, and to CFA Germany for celebrating these achievements at the Charter Award Dinner. Stay tuned for upcoming webinars, where the winners and runner-ups will share deeper insights into their award-winning research! 📜 🔗 Learn more: https://ro-be.co/43vy9ff5 #InvestmentResearch #CFAGermany #3DInvesting #Innovation

How are central banks responding to trade uncertainties and inflation risks? The Fed has signaled a slower pace of rate cuts in the new year, citing concerns over trade tariffs and their impact on US inflation. Meanwhile, the PBoC faces growth challenges in China, likely leading to further policy easing. In Europe, the ECB is focused on reaching neutral rates as Eurozone inflation steadily moves toward target levels. Read our insights on central bank policy for 2025 here. https://ro-be.co/2p9f2epk

Robeco’s Climate Beta is a forward-looking measure that captures climate transition risk above and beyond traditional carbon emissions data. Climate Beta is based on publicly available market information, hence it provides a novel, objective perspective on climate transition risk. Find out more here: https://ro-be.co/2jcetfxe

It's liquidity that moves markets as global equity markets roar into 2025 #equities #emergingmarkets #wallstreet https://ro-be.co/33u97njk

How do you know if your portfolio is ready for the climate transition? Robeco's Climate Beta reveals climate leaders & laggards with a novel, forward-looking data-driven approach. Stay ahead in a changing world. #ClimateRisk #SustainableInvesting #Innovation Download the full paper here https://ro-be.co/2jcetfxe

Here's our December Newsletter 📰 This month we unveil what it takes to excel in credits investing, offer 10 charts showing fintech's amazing opportunities, and explain why there's more than meets the eye to next-gen quant #robeco #newsletter #financemarket

Can credit spreads ever widen again? In our latest credit outlook, we examine how resilient credit markets have been, despite geopolitical tensions and rate volatility. Attractive yields are sustaining strong demand, even as spreads remain near historical lows. Looking ahead, the combination of stable fundamentals and robust investor appetite could continue to support markets, but caution is warranted as we enter 2025. And yes, we think they can. Read our insights to prepare for the year ahead. https://ro-be.co/2p8dydjw