The Dutch asset manager is expanding its capabilities with strategies that seek alpha from sustainable transition.
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The Dutch asset manager is expanding its capabilities with strategies that seek alpha from sustainable transition.
In contrast, US equities valuations are ‘eye-wateringly high’.
The new strategy builds on the asset manager’s existing megatrends strategy, with a focus on three trends.
By eschewing China, the fund will allow investors to gain exposure to smaller emerging markets such as Korea, Taiwan and Brazil.
Cash-strapped governments around the world are balking at the cost of green measures.
Victoria Mio was previously with Robeco for 14 years, where she served as chief investment officer for China and co-head of Asia Pacific equities.
This week FSA presents a quick comparison of two real estate funds: the HSBC Asset Management Global Real Estate Equity fund and the Robeco Sustainable Property Equities fund.
There are solid arguments supporting a harder landing scenario than markets are pricing in.
Decreased consumer spending and reduced corporate investment will likely reflect a deepening slowdown of the G7 business cycle, according to the Dutch asset manager.
Robeco has launched an equities strategy that will invest in companies across the fashion value chain.
Part of the Mark Allen Group.