A weakening global economy and declining corporate earnings have turned Robeco SAM’s fixed income strategy defensive, according to the firm’s Singapore CEO.
Tag: Robeco
Robeco sees stronger China trade position
Investors in China should focus on domestic sectors relatively insulated from the tariff war and boosted by recent stimulus measures, says Robeco’s equities head.
Stan Chart and Robeco partner on ESG training
Standard Chartered Private Bank has collaborated with Robeco to provide ESG training to the bank’s relationship managers.
Robeco’s consumer pivot to India
Ecommerce in China has disrupted traditional consumer distribution, but India is a different story.
Will index inclusion raise China’s ESG standards?
Robeco argues that the increasing internationalisation of China’s stock markets will force Chinese companies to take ESG seriously.
Video: Robeco on fintech investing
Valuations are a bit stretched in the fintech universe, but Tom Keenan, the firm’s regional head of wholesale Asia ex Japan, makes a case for investing in the theme.
Video: FSA Investment Forum Bangkok 2019
FSA presents video highlights of the Investment Forum Bangkok on 5 March at the Inter-Continental Hotel.
FSA Investment Forum Bangkok 2019
FSA presents photo highlights of the Investment Forum Bangkok on 5 March 2019 at the Inter-Continental Hotel.
Risks continue to mount in EM
Despite earnings disappointments, the risk of trade war escalation and key elections this year, now is the time to buy emerging markets equities, according to Robeco.
Beware of `concept stocks’ in fintech
Investors looking at listed fintech companies should closely monitor profitability, according to Patrick Lemmens, Rotterdam-based executive director for trends investing at Robeco.
