The firm's Asia-Pacific CEO, Tony Edwards, says its acquisition by Japan's Orix Corporation “subtly changes" its conversations with investors in the region.
Tag : robeco
Unless Japanese pension funds start investing in the domestic equity market, participants should expect a reversal, says Robeco CIO Arnout van Rijn.
In partnership with Robeco research
In the present environment where low volatility is expensive, enhancing a low-volatility strategy can be helpful, finds Robeco conservative equities manager Pim van Vliet.
The Japanese finance firm talks bullishly about AM industry growth after moving to buy Robeco, while seller Rabobank denies rumours it held acquisition talks with Macquarie.
Orix Corporation has agreed to acquire 90% of the equity in Robeco from Rabobank for $2.5 billion. It says it intends to keep the Dutch asset manager intact as much as possible.
In partnership with Robeco research
Following an index where stocks are based on alternative weightings is an active strategy. But David Blitz, head of Robeco quantitative equity research, argues that investors can do better.
The Dutch asset manager argues that the traditional securities-pricing model that just focuses on beta has fallen short in terms of providing risk-adjusted returns for investors.
Arnout van Rijn joins AsianInvestor for a discussion on Asia-Pacific equities and currencies and, in the process, identifies individual stocks with appeal.
In partnership with Leigh Powell
Not enough investment is going towards future commodities supply, but global uncertainty is hitting the average price of natural resource stocks, argues Robeco in a white paper.
Institutions are indicating that they may shift away from passive, index-driven investing, according to a survey carried out by Robeco and AsianInvestor in October.
This is one conclusion of an investor survey carried out by Robeco and AsianInvestor in October, and it comes as a surprise to Henk Grootveld of Robeco.
It’s not surprising that Asian investors are focusing on absolute return and long-term macro themes given the present uncertainty, says Henk Grootveld of Robeco.
