On this occasion we have chosen to analyse the two US Large-Cap Equities in this month’s SharingAlpha data from different categories, Polen Capital Focus US Growth Fund and Robeco BP US Premium Equities.
While the world is only just emerging from a major global crisis, Robeco is looking ahead to 2026 – the end of the five-year horizon in its annual publication – with tempered optimism.
Mr. Graham brings a 25+ year track record of investment performance, team leadership and innovation in Global, European and Asian multi asset solutions.
With its trajectory of approximately 7% decarbonization year on year, Robeco is likely to move faster than the global economy in the coming years.
In celebration of this milestone, Robeco has published a study: “Boiling Point: global growth, climate change and the increasing pressure for water resources.
Having been part of Robeco’s Executive Committee since 2015, Ms. van Baardwijk has played an important role in developing and executing Robeco’s corporate strategy for 2021–2025.