Robeco Quarterly March 2017

The third edition of Robeco Quarterly – a quant, sustainability and research magazine – was published.

robeco quarterly march 2017

In this edition: a long-read on artificial intelligence, an extensive interview with Pippa Malmgren and articles on inflation, free cash flow and the need to have a global approach when investing in credits.

Read this edition of Robeco Quarterly

Head Office
Weena 850
3014 DA
The Netherlands
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Parent Company:
ORIX Corporation
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  • steamroller

    Picking up pennies in front of a steamroller

    White papersThu, 15 Jun 2017

    The investment environment has become like ‘picking up pennies in front of a steamroller’, says Robeco’s Lukas Daalder. 

  • seven steps to esg integration

    Seven steps to ESG integration

    White papersThu, 8 Jun 2017

    Investors worldwide embrace the idea of sustainability investing, but it is often unclear how sustainable investment funds really are. We believe in a seven-step approach to integrate sustainability in our investment process for equities, credits and private equity. 

  • european equities are punching below their weight

    European equities are punching below their weight

    White papersThu, 8 Jun 2017

    European equities are surprisingly unloved, despite a strong earnings season which has raised their relative attractiveness versus the US, says Robeco’s Lukas Daalder.

  • fair winds for argentina

    Fair winds for Argentina

    White papersThu, 8 Jun 2017

    Argentina seems to be back on track. This country with huge economic potential has suffered for decades under populist regimes. But the wind of change is blowing with a new generation of politicians and their dynamic leader Macri. “We are cautiously optimistic.”

  • to reflate or to stagnate

    To reflate or to stagnate – that is the question

    White papersThu, 8 Jun 2017

    The reflation trade has dominated the financial markets over the past months. Has it been a temporary blip, or is there more to come? 

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