Robeco

We’re excited about our new emerging markets publication unveiling three trends and what we’ve learned from our 30 years of EM investing: https://ro-be.co/4xpf8nv9 #Robeco #emergingmarkets

At Robeco, we leverage our ownership rights to engage with investee companies on key sustainability risks, impacts, and opportunities, supporting them in building future-proof business models. 🌱 This week, our colleagues Diana Trif, Lucas Van Beek and Michiel van Esch, CFA spoke at the annual general shareholder meetings (AGMs) of Signify, Avantium, and Adyen. AGMs are crucial platforms for approving and discussing key governance mechanisms, including board elections, remuneration structures, and the annual report. 📊 While much of our engagement happens before these meetings, the final vote and approval occur during the AGM. We discussed strategy, governance, and reporting, and encouraged these companies to advance their sustainability initiatives and remuneration policies. Congratulations to Signify, Avantium, and Adyen on passing all their approvals. We look forward to continuing our constructive engagement. #Sustainability #Governance #Shareholders #AGM #Robeco

Anticipating how financial markets might react to the US presidential elections is a tough call for investors. Mike Mullaney, Director of Global Markets Research at Boston Partners, gives some clear guidelines on the scenarios. Listen to the full podcast here: https://ro-be.co/mr26hjb9 #robeco #podcast #uselections

Congratulations to Cheng Xue for winning the Robeco Sustainable Investing Prize for 2024 for her groundbreaking paper, 'Climate-triggered Institutional Price Pressure: Does it Affect Firms’ Cost of Equity?' (co-authored with George Skiadopoulos). Her research sheds crucial light on the nexus between climate dynamics and financial markets. You can find it here: https://ro-be.co/2p8d8hy6   Well done, Cheng Xue! 🌍💼 #SustainableFinance #ResearchExcellence

Here's our May Newsletter! This month we also publish our long term vision for emerging markets equities, look at stock-bond correlations, share our stewardship report for 2023, and focus on the importance of energy storage technology. #robeco #newsletter #financemarket

Mounting concern about the strength of the US economy, Japan goes all-out to defend the yen, and private equity firms may have something up their sleeves. Listen as Arnout van Rijn gives the analysis in our latest podcast here: https://ro-be.co/bdennrnx #robeco #podcast #financialmarkets

Discover investing in emerging markets and get the latest outlook for emerging economies in Asia and beyond. Join Robeco’s live webinar: https://ro-be.co/37t9jarz #robeco #podcast #emergingmarkets

📢 We have released our first-ever Integrated Annual Report (IAR), offering a comprehensive overview of our financial and non-financial progress for 2023. This report highlights Robeco's strategy execution and how we create value for our stakeholders.   Karin van Baardwijk, CEO at Robeco: “In 2023, we made good progress towards achieving both our financial targets and strategic priorities. It was a good year in terms of relative performance for most of our investment capabilities. We saw strong appetite for our quantitative strategies, which performed well, and for our credit and bond strategies and sustainable solutions. During the year, we further improved the fundamentals of our business and development of our people, making sure Robeco remains fit for the future.”   📈 Key highlights from the report: · Solid performance and consistent strategy execution in 2023 · AuM increased to EUR 181 billion from EUR 171 billion · Operating income was EUR 577 million; net result was EUR 113 million · Improved employee engagement and sustainable investment   Read the full version of Robeco’s 2023 Integrated Annual Report here: https://ro-be.co/y9bx3p53

Find out how innovation, urbanization and shifting geopolitical and global trade dynamics will drive emerging markets. https://ro-be.co/mt9r3r6p

🚀 Exciting news! Robeco has hired an experienced Emerging Market Debt (EMD) team to expand our EM offerings with hard currency and local currency sovereign debt strategies.   🔔 Diliana Deltcheva, CFA, Richard Briggs, CFA, and Nicholas Sauer, CFA will join Robeco in the second half of the year. The trio has an exceptional track record in EMD and will bring fresh perspectives to our Fixed Income and sustainability efforts.   🌍This strategic addition strengthens Robeco's commitment to delivering innovative investment solutions in emerging markets. You can find more information on the appointments here: https://ro-be.co/4zcme4s4   #Robeco #EMD #EmergingMarkets #FixedIncome #Sustainability #NewTeam