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News & features

Nasdaq's 5,000 is not a repeat of the year 2000

10-03-2015 | News item | Lukas Daalder

The Nasdaq’s rise towards 5,000 does not mean a repeat of year 2000 when stocks collapsed shortly afterwards, says Robeco’s Lukas Daalder.

Just how much lower can bond yields go?

09-02-2015 | News item | Lukas Daalder

Bond yields may not have bottomed out, and negative yields are not necessarily a bad thing for certain investors, says Robeco’s multi-asset investment head, Lukas Daalder.

Pouring oil on troubled waters

10-11-2014 | News item | Léon Cornelissen

The oil price is likely to remain low as the market faces a ‘perfect storm’ that has affected both supply and demand, says Robeco’s chief economist.

Taking some risk off the table

09-10-2014 | News item | Peter van der Welle

Low volatility would normally be welcomed by investors – but a sustained period can also act as a warning shot for impeding market volatility, Robeco’s strategist says.

Bond yields suggest an unlikely recession

08-09-2014 | News item | Léon Cornelissen

Eurozone bond yields are now so low they they suggest a recession is imminent though the ECB’s dramatic action makes that unlikely, says Robeco’s chief economist.

UK rate rise may be imminent

08-07-2014 | News item | Léon Cornelissen

A rate rise in the UK may be imminent as the British economy grows more strongly than expected, Robeco’s chief economist believes.

Why ‘Abenomics’ is running out of steam

08-05-2014 | News item | Léon Cornelissen

Japan’s trillion-dollar experiment with ‘Abenomics’ is now running out of steam, and more monetary stimulus may be inevitable if the economy is to avoid recession.

Six reasons why US capital expenditure is on the rise

10-04-2014 | News item | Peter van der Welle

In the United States, capital expenditure is lagging the economy as a whole. Some think this is the ‘new normal’. But Robeco’s strategist Peter van der Welle believes there is a strong case for a rebound in investments later this year.

ECB’s options are limited – unless Ukraine erupts

11-03-2014 | News item | Léon Cornelissen

Investors should get used to inaction from the European Central Bank (ECB), and that in its own way is good news, as it shows that economic conditions are improving, says Robeco’s chief economist.

China is the real threat to emerging markets

11-02-2014 | News item | Léon Cornelissen

It has been a rough time for emerging market equities, but only China has the real power to upset the apple cart for investors this year, says Robeco’s chief economist.

Three reasons why deflation won’t take hold in the Eurozone

09-01-2014 | News item | Léon Cornelissen

Inflation used to be the main focus for European central bankers’ interest rate policy as prices rose forever upward. Now their main fear as we begin 2014 is the reverse scenario - the risk of deflation.

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

Robeco Miami opens to serve Latin America

23-11-2012 | News item

Robeco has set its sights on Latin America with the opening of an office in Miami that will exclusively serve this region.

Factor investing: from theory to practice

21-11-2012 | News item | David Blitz, PhD

The theoretical returns of factors such as value, low-volatility and momentum are well documented.

The added value of factor investing

16-11-2012 | News item | Tom Steenkamp

Investment Solutions’ Tom Steenkamp discusses Robeco research

Africa offers opportunities for global portfolio's

09-11-2012 | News item | Cornelis Vlooswijk

New Robeco research shows that equity returns for Africa as a whole are less volatile than returns in Latin America, Eastern Europe or emerging Asia.

Positive outlook for bond markets

05-11-2012 | News item | Kommer van Trigt

After the stellar performance of riskier bonds in 2012, what are the prospects for fixed income in 2013? In this video, Kommer van Trigt, Head of Robeco’s Rates Team, argues that high yield & emerging debt are poised for another solid year.

Advance: Sustainability Investing Magazine

02-11-2012 | News item

Welcome to the first issue of Advance, the quarterly sustainability investing magazine from Robeco and SAM.

Google’s all-time high and other consumer trends

10-10-2012 | News item

In this video Jack Neele, fund manager for Robeco Global Consumer Trends Equities, touches upon three actual topics. The all-time highs of Google, Apple and Amazon, the reason for Facebook’s disappointing results and other consumer trends.

Corporate social responsibility at financial institutions needs a boost

04-10-2012 | News item

In this video Erik Breen, head of Robeco Responsible Investing addresses the need for financial institutions to enhance the implementation of their corporate social responsibility.

Emerging Markets: China, ‘brickmit’ countries and active management

26-09-2012 | News item

In this video Wim-Hein Pals, head of Robeco Emerging Markets touches upon three actual topics regarding emerging markets.

Misconceptions about the DC pension scheme clarified (2)

19-09-2012 | News item

In the Netherlands, individual DC pension schemes are often seen as undesirable. Some of the arguments put forward by proponents of DB schemes are based on misconceptions about DC pension schemes.

Misconceptions about the DC pension scheme clarified (1)

12-09-2012 | News item

In the Netherlands, individual DC pension schemes are often seen as undesirable. Some of the arguments put forward by proponents of DB schemes are based on misconceptions about DC pension schemes.

Will the tailwinds for equities persist?

07-09-2012 | News item | Mark Glazener

In this video Mark Glazener, fund manager of the Robeco fund, touches upon three actual topics regarding the equities market.

Companies rewarded with a SAM Award

06-07-2012 | News item

Investing in sustainability pays offLast week, the SAM awards were presented in the Netherlands and Germany for the first time in both countries. In Holland, the ceremony was set in Huis ter Duin in Noordwijk.

Euro crisis continues: what to do?

20-06-2012 | News item

Macro Outlook | US relatively strong; EU pushed into action

16-12-2011 | News item

Ronald Doeswijk and Léon Cornelissen, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook.

Macro Outlook | Cautious stance still warranted

28-11-2011 | News item

Ronald Doeswijk and Léon Cornelissen, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook.

Macro Outlook | Abrupt deterioration in the world economy

15-09-2011 | News item

Ronald Doeswijk, Léon Cornelissen and Lukas Daalder, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook.

Macro Outlook

13-07-2011 | News item

Ronald Doeswijk, Léon Cornelissen and Lukas Daalder, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook.

Robeco inflation monitor: inflation tensions ease

07-07-2011 | News item

Underlying inflationary pressures have moderated during the past couple of months. On the one hand, this is linked to the weaker economic data published recently, indicating that the industrial sector is taking a breather. On the other hand, following the strong spike in commodity prices up to May, commodity prices have declined substantially. Especially the important oil prices have dropped significantly, bringing the oil back to the level of the start of the year. With some delay, this decline will result in somewhat lower inflation moving forward.

Robeco Hollands Bezit receives Superior rating from from Morningstar

07-07-2011 | News item

In its last review, Morningstar gave Robeco Hollands Bezit a Superior rating. According to Morningstar, the fund’s consistently good performance and sustained low cost level were responsible for raising the rating to Superior.

Macro outlook - June 2011

09-06-2011 | News item

Ronald Doeswijk, Léon Cornelissen and Lukas Daalder, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook. Growth momentum slows HighlightsThe momentum of the world economy is slowing.

Macro outlook - May 2011

11-05-2011 | News item

Ronald Doeswijk, Léon Cornelissen and Lukas Daalder, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook.

Macro outlook - April 2011

14-04-2011 | News item

Ronald Doeswijk, Léon Cornelissen and Lukas Daalder, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook.

Robeco introduces Robeco Asian Stars - Invest in Asia’s best

24-03-2011 | News item

Robeco launched a new equity fund today: Robeco Asian Stars Equities. Robeco’s ‘Stars’ product range, characterized by its high conviction, off-benchmark investment approach, will be further strengthened by the introduction of Robeco Asian Stars Equities.

Duilio Ramallo is CityWire’s manager of the week

24-03-2011 | News item

Duilio Ramallo, manager of the Robeco US Premium Equities fund, is the CityWire Euro Stars Manager of the Week. In a video profile on CityWire TV, Phil Haddon, CityWire’s International Online Editor, describes Duilio as “the top manager in North American equities”.

Japan earthquake update

17-03-2011 | News item

The oil price has over-reacted and the Pacific region remains the least attractive region for equities, says Ronald Doeswijk, Chief Strategist, assessing the implications of Japan’s earthquake.

Macro outlook - March 2011

15-03-2011 | News item

Ronald Doeswijk, Léon Cornelissen and Lukas Daalder, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook.

Robeco voted European Responsible Private Equity Investor of the Year

08-03-2011 | News item

Robeco Private Equity has been awarded the top prize for responsible private equity investing in Europe at the 2010 Private Equity International Awards.

Macro outlook - February 2011

14-02-2011 | News item

Ronald Doeswijk, Léon Cornelissen and Lukas Daalder, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook.

Outlook 2011

19-01-2011 | News item

2011 will be a year of moderate economic growth, low interest rates, above-average equity returns and good prospects for credits. Indeed almost a repetition of 2010. This is Robeco's outlook on the investment year ahead of us. Ronald Doeswijk, senior strategist at Robeco, explains.

Macro outlook - januari 2011

17-01-2011 | News item

Ronald Doeswijk, Léon Cornelissen and Lukas Daalder, Senior Strategists with Robeco’s Economic and Financial Markets Analysis team, share their outlook.

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