ROBECO

What three 2050 climate scenarios mean for pensions

What will climate change mean for your pension? A comfortable future depends on more than how financial markets perform.

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Investors commit to net zero goals amid energy security and climate risks

Investor support for prioritizing climate change is rising again, as concerns around energy security accelerate the renewable energy transition, and...

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Podcast: 5-year Expected Returns – The Great Rewiring

The forces shaping the next five years may look very different from those of the recent past. The drive for...

ROBECO

5-year Expected Returns: The Great Rewiring

We’re moving from an age of elasticity to an age of plasticity, in a Great Rewiring of the global economy....

ROBECO

AI governance in asset management: four questions investors should ask

As AI moves from answering questions to supporting workflows, investors need a clearer way to govern what these systems can...

ROBECO

Quant chart: Asian hardware stocks show big gains and big swings

The AI spending boom may be taking place in US boardrooms, but much of the action is showing up on...

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Energy security: How AI and electrification are driving infrastructure investment

Robeco’s lead Energy and Utilities sector analyst, Farahnaz Pashaei Kamali, argues that energy security is evolving beyond access to affordable...

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A golden era for equities in an age of crisis

Global equity markets are being sustained by record earnings and strong economic growth in the US and emerging markets, but...

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Agentic AI and research

Agentic AI is changing not only what investors research, but how research itself is carried out. AI-supported workflows can help...

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Where the AI edge really lies

As access to powerful AI models becomes easier, the differentiator for asset managers may shift from the model itself to...

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The agentic research desk

Agentic AI could reshape investment research: not by replacing researchers, but by changing how ideas are found, tested, documented and...

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Agentic AI and alpha

AI has long supported systematic investing through machine learning, natural language processing and pattern recognition. Agentic AI could take this...

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Active Quant: A guide to Quant Street

Quant investing is often described in terms that can feel cold or inaccessible: algorithms, models, datasets. But at Robeco, it’s...

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EM to the core – Podcast series

In an era of shifting global power, where emerging markets have evolved from low cost manufacturing hubs into vibrant centers...

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Emerging markets are in pole position in the resources race

With key inputs for AI infrastructure and renewable energy primarily found within emerging economies in Latin America, Africa and Asia-Pacific,...

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The curious case of Fama-French: where does alpha come from?

In this podcast, we unpack the gap between theory and practice, and what it reveals about the evolution of quant...