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News & features 2013

ECB improves climate for equities

14-11-2013 | News item | Lukas Daalder

The surprise but welcome rate cut by the European Central Bank (ECB) has improved the climate for equities, says Robeco’s portfolio manager for Global Allocations.

Eurozone not the problem for once

09-10-2013 | News item | Léon Cornelissen

The eurozone isn’t the world’s problem child for once after US political wrangling caused a partial shutdown of government in the world’s most powerful nation.

World economy is strengthening; tapering, Middle East dampen spirits

10-09-2013 | News item | Léon Cornelissen

The Fed is likely to consider the US economy to be strong enough to start scaling down quantitative easing, says Robeco’s Chief Economist, Léon Cornelissen.

Bernanke discovers his inner dove

08-08-2013 | News item

Fed Chairman Ben Bernanke has discovered his “inner dove” and is focusing more on the risks of higher mortgage rates, the benign inflationary environment and underlying weaknesses in the labor market.

Tectonic shifts in the world economy

10-07-2013 | News item | Léon Cornelissen

The Fed continues to hold everyone in its thrall as markets kowtow to chief Bernanke’s verbal departure from uber stimulus – but have things gone

The beginning of the end for easy money?

11-06-2013 | News item | Léon Cornelissen

Fed chief Bernanke’s words on tapering its quantitative easing program “within the next few meetings” put the cat among the pigeons. Bond yields rose, but does this really signal the end of easy money?

World economy inching forward

10-05-2013 | News item | Léon Cornelissen, Ronald Doeswijk

The world economy is showing a loss of momentum, but forward indicators still indicate modest expansion, says Robeco’s Chief Strategist Ronald Doeswijk.

Japan’s stunning monetary experiment

12-04-2013 | News item | Léon Cornelissen

The Bank of Japan’s plan to expand its balance sheet by 1% of GDP per month is a radical but risky plan, says Robeco’s Chief Economist Léon Cornelissen.

Disappearing boundaries within Fixed Income

20-03-2013 | News item | Maurice Meijers

Maurice Meijers, Vice President Fixed Income Investments at Robeco, on disappearing boundaries within fixed income. Why should we stop using traditional categories and boundaries?

The Middle East and global weirding: serious threats to 2013?

19-03-2013 | News item | Léon Cornelissen

Léon Cornelissen, Chief Economist at Robeco, on geopolitical risks for 2013. Why are the Middle East and global weirding considered threats this year?

Momentum Investing: The next game changer?

19-03-2013 | News item | Willem Jellema

Momentum Investing explained by Willem Jellema, Portfolio Manager Quantitative Equity at Robeco. What is momentum and how does it fit a portfolio?

Impact shale gas on economy

17-01-2013 | News item | Henk Grootveld

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