Discover Robeco’s 2026 engagement themes tackling climate resilience, sovereign risk and responsible AI—plus biodiversity and conflict zones.
Move climate transition from satellite to core equity. Discover a forward-looking model portfolio financing real-world decarbonization.
January macro and asset class views
2025 was a banner year for bonds. We think more of the same is in store for 2026. Fixed income enters 2026 from a position of strength. Returns in 2025 were solid across sectors, supported by de...
Artificial-intelligence-related investment is one of the trends likely to sustain the rise of emerging market equities in 2026, as policy support also contributes to a favorable backdrop.
Easily illustrate key investing topics during client conversations.
We quantify the hidden private asset exposure most investors have by holding US public equities.
In this video, Nilang Mehta explores the key drivers of Indian equities – including earnings recovery, monetary easing, and pro-growth policies – and highlights where he sees opportunities ahead.
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