Sustainable and transition content for responsible investors
Water, biodiversity, cybersecurity and Korea governance: discover the key insights shaping Robeco’s Q4 Active Ownership actions.
For years, investors were penalized for higher allocations to non-US stocks in a US-dominated market. Now, the tables may be turning. The US is coming off a period of remarkable equity-market domin...
The world order, whether economic, geopolitical, technological, or societal, is changing at a dizzying pace. Paradoxically, the constants of human nature manifest themselves with unwavering regular...
For nearly 15 years, US equities – especially mega-cap tech stocks – were the undisputed leaders of global markets.
We expect more volatility than direction for the US dollar in 2026. Former Federal Open Market Committee Chairman Alan Greenspan famously observed that forecasting foreign exchange was like flippin...
Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
The previous quarter brought us the positive message of “cheaper, baby, cheaper!” in the context of COP 30, with renewable energies, particularly solar energy, becoming increasingly competitive wit...
StepStone Group Inc. (Nasdaq: STEP) today announced that the Company will release its results for the quarter ended December 31, 2025, after the market closes on Thursday, February 5, 2026. This re...
A global environment marked by near-trend growth, subdued inflation, and central-bank easing is aptly described as “Goldilocks” and appears sustainable, but what underlying factors have supported t...
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