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Overview articles Léon Cornelissen

Italian anti-establishment vote exacerbates banking crisis

05-12-2016 | Insight | Léon Cornelissen, Mark Glazener, Olaf Penninga

Italy dealt the latest anti-establishment blow after voters rejected plans to reform the country’s constitution, creating more problems for Italian banks, say Robeco’s experts.

Robeco Quarterly December 2016

01-12-2016 | Magazine | David Blitz, PhD, Jan Sytze Mosselaar, Jeroen Blokland, Léon Cornelissen, Lukas Daalder, Peter Ferket, Pim van Vliet, PhD

Download the second edition of Robeco Quarterly, our 40-page magazine for professional investors, focusing on quant investing, sustainability investing and research. Also in this edition: a long-read on liquid alternatives, a summary of Robeco’s 2017 outlook and an interview with Mark Glazener on the risks of aggressive tax policies.

What does the debt supercycle mean for asset owners

29-11-2016 | Insight | Léon Cornelissen, Lukas Daalder

The idea of a global ‘debt supercycle’ is not as scary as it sounds, but three things do threaten stability if borrowing spirals out of control, Robeco’s experts advised asset owners at a recent webinar.

Outlook 2017: Time for Plan B

28-11-2016 | Outlook | Léon Cornelissen, Lukas Daalder, Peter van der Welle

This year we have broken with tradition and compiled our look-ahead as a dynamic infographic. Given the tumultuous changes seen in 2016 we have entitled our outlook 'Time for Plan B'. In our 2017 outlook we focus on more than a dozen issues, including the US economy, Europe's 'problem children' Italy and the UK, China, emerging markets and valuations of stocks worldwide.

Increased uncertainty after Trump triumphs

09-11-2016 | Insight | Léon Cornelissen

Investors face increased uncertainty after Donald Trump was confirmed as the next President of the United States, defeating Hillary Clinton in a close-fought but bitter race.

Don’t rule out a Democrat landslide in US elections

31-10-2016 | Insight | Fabiana Fedeli, Léon Cornelissen, Mark Glazener, Sander Bus

Investors should not rule out a Democratic Party landslide as Americans go to the polls to elect a new President and Congress, says Chief Economist Léon Cornelissen.

America – a melting pot of opportunity mixed with stalemate

17-10-2016 | Insight | Léon Cornelissen

America is a melting pot of opportunity mixed in with political stalemate that will give its new president a difficult path to steer, says Chief Economist Léon Cornelissen.

Renzi’s ‘huge gamble’ on Italian referendum

13-10-2016 | Insight | Léon Cornelissen

Italian Prime Minister Matteo Renzi is taking a “huge gamble” on a referendum to reform the country’s political system, says Chief Economist Léon Cornelissen.

‘Hard Brexit’ is the worst-case economic scenario for UK

05-10-2016 | Insight | Léon Cornelissen

A ‘hard Brexit’ in which the UK puts sovereignty above access to the EU single market is the worst-case economic scenario for the country, says Chief Economist Léon Cornelissen.

Global warming: a systemic risk

26-09-2016 | Insight | Léon Cornelissen

Global warming will become worse, before it hopefully becomes better, says Chief Economist Léon Cornelissen.

Elegant twist shifts policy focus at Bank of Japan

22-09-2016 | Insight | Léon Cornelissen

An “elegant twist” in monetary policy by the Bank of Japan has shifted its focus to controlling bond yields rather than printing money, says Chief Economist Léon Cornelissen.

Clinton and Trump: differences and similarities

19-09-2016 | Interview | Léon Cornelissen

Hillary Clinton and Donald Trump seem to be worlds apart in their election programs. Yet there are also similarities in their plans for the US.

Brazil’s problems run too deep for Olympic boost

21-07-2016 | Insight | Daniela da Costa - Bulthuis, Léon Cornelissen, Paul Murray-John

Brazil’s economy is unlikely to win the gold medal for hosting the Olympics as its problems lie too deep, say Robeco’s experts on investing in the country.

Bank of England keeps rates on hold despite Brexit

14-07-2016 | Insight | Léon Cornelissen

The Bank of England surprised investors by keeping its base rate unchanged at 0.5%, despite expectations for a cut following the Brexit vote.

Britons stun the world by voting to leave the EU

24-06-2016 | Insight | Léon Cornelissen

Britons stunned the world and sent financial markets into freefall after voting to leave the European Union in an historic referendum.

Who will handle economics in a Clinton or Trump presidency?

15-06-2016 | Insight | Léon Cornelissen

A future US President Clinton or Trump will need to appoint someone to handle economics as neither has any experience in this vital field, says Robeco Chief Economist Léon Cornelissen.

Britons set to vote with their wallets against a Brexit

24-05-2016 | Insight | Léon Cornelissen

Britons will vote to remain in the European Union, as the economic consequences of leaving it would be severe, says Robeco Chief Economist Léon Cornelissen.

ECB stimulus is ‘clever move’ to boost bank lending

10-03-2016 | Insight | Léon Cornelissen

The European Central Bank’s latest stimulus package is a clever move to boost bank lending that was welcomed by markets, says Chief Economist Léon Cornelissen.

US election race swings in Clinton’s favor

02-03-2016 | Insight | Léon Cornelissen

The US presidential election race has turned in Hillary Clinton’s favor after she and her Republican rival Donald Trump won big victories in the ‘Super Tuesday’ primaries, says Chief Economist Léon Cornelissen.

Investors cheer Japan’s adoption of negative interest rates

29-01-2016 | Insight | Léon Cornelissen

Japan’s surprise move to introduce negative interest rates will have little direct economic impact, but is great news for its battle against deflation and was cheered by investors, says Chief Economist Léon Cornelissen.

Global economy: Down but not out

21-01-2016 | Outlook | Léon Cornelissen

“Things aren‘t going well, but apart from that everything’s fine.” According to Robeco board member Hester Borrie, this quote – from Gerard Reve’s book The Evenings – perfectly encapsulates chief economist Léon Cornelissen’s view on the situation in the global economy.

Review: 'The Entrepreneurial State'

12-01-2016 | Insight | Léon Cornelissen

How innovative should governments be? Very innovative, according to Mariana Mazzucato. Robeco’s chief economist Léon Cornelissen reviews her book The Entrepreneurial State.

The year of diminishing returns

17-11-2015 | Insight | Lukas Daalder, Léon Cornelissen, Peter van der Welle

The year of increasing volatility: that was the key takeaway in the Outlook 2015 we presented last year. Volatility we forecasted and volatility we got.

Getting back on our feet and soldiering on

17-11-2015 | Insight | Léon Cornelissen

In terms of global economic growth, 2015 was not much to write home about and Robeco’s Chief Economist Léon Cornelissen expects 2016 to be at best only marginally better.

Still more bullish than bearish

14-09-2015 | Outlook | Lukas Daalder, Léon Cornelissen

Charles Groenhuijsen interviewed Léon Cornelissen and Lukas Daalder on the main themes and issues of Robeco’s ‘Expected Returns 2016-2020’. Both are fairly optimistic about the world economy through to 2020. The re-emergence of inflation and rising rates will eat into sovereign bond returns, so both Cornelissen and Daalder prefer equities. They remain more bullish than bearish as the world continues to recover.

What Europe can learn from Sweden

22-06-2015 | Best read 2015 | Léon Cornelissen

Sweden is an ordinary Western European country, but one that does just that bit better, according to Robeco's chief economist, Léon Cornelissen.

What are the effects of an aging population?

Léon Cornelissen

Demographics is a powerful trend. So how does an aging population affect economic inflation? Contrary to popular belief, aging is going to be inflationary.

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Léon Cornelissen
Chief Economist