Growth opportunities are plentiful in emerging markets thanks to strong secular tailwinds — but they are company-specific. Identifying strong growers within a changing opportunity set is key to…
The events that have unraveled over the last quarter have added support to Robeco's constructive stance on global equities. These include the approval of Covid-19 vaccines and an incoming US…
This empirical study quantifies corporate valuation and credit impacts of climate-related hazard events, particularly cyclones, storms, and droughts. The authors find statistically and economically…
