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Britain - Europe

Brexit: Consequences for investors of the UK vote

Brexit

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.

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.

Finding the best picks in high yield bonds

11-10-2016 | Insight | Sander Bus

The high yield bonds market offers a unique set of opportunities in an environment of low interest rates, but you need to know where to look, says portfolio manager Sander Bus.

Cut out the noise when investing in global equities

05-10-2016 | Insight | Josh Jones

Investors should ignore macroeconomic noise and focus on finding the best value when investing in global equities, says fund manager Josh Jones.

‘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.

Closing our short position in sterling for now

13-09-2016 | Insight | Lukas Daalder

Over the past month, Robeco Investment Solutions has made a number of minor changes to its multi-asset portfolio. On balance, we remain underweight equities, as we see numerous risks which have been mostly ignored by stock markets, due to the natural upward drift during low volatility trading periods.

No news is good news for markets

08-09-2016 | Insight | Lukas Daalder

The old phrase that ‘no news is good news’ has been working its magic in the markets lately – but it may be the calm before the storm, says Robeco’s Lukas Daalder.

Investors welcome Bank of England stimulus measures

04-08-2016 | Insight | Lukas Daalder

The Bank of England’s rate cut and new QE stimulus measures is a positive package that will be welcomed by investors, says Robeco’s Lukas Daalder.

The ‘volatile season’ is about to begin

03-08-2016 | Insight | Lukas Daalder

The ‘volatile season’ is about to begin as investors face what is historically the bumpiest time of the year, with some genuine things to worry about, says Robeco’s Lukas Daalder.

Stock markets are too complacent about Brexit aftermath

11-07-2016 | Outlook | Lukas Daalder

Stock markets are too complacent about the potential consequences of the UK’s historic vote to leave the EU, says Robeco’s Lukas Daalder.

Mid-term outlook depends on any Brexit domino effect

29-06-2016 | Insight | Lukas Daalder

The mid-term outlook for investors depends on whether the Brexit either unifies or further breaks up the European Union in a domino effect, says Lukas Daalder.

Focusing on stock picking in Financials post-Brexit

28-06-2016 | Insight | Patrick Lemmens

It remains important to focus on specific stocks when investing in UK financials as equities are battered by the Brexit vote, says Portfolio Manager Patrick Lemmens.

Brexit impact on Robeco Global Total Return Bond Fund

27-06-2016 | Insight

Markets reacted strongly following the UK’s surprising vote to leave the EU. Yields of developed market government bonds came down significantly as investors fled into safe asset classes. Risky assets were under pressure. Credit spreads widened and the British pound experienced its biggest drop in 30 years versus the dollar.

Financial markets get a ‘nasty surprise’ from Brexit vote

24-06-2016 | Insight | Kommer van Trigt, Lukas Daalder, Mark Glazener, Sander Bus, Victor Verberk

Markets got the biggest shock from the Brexit vote since the financial crisis of 2008 and now face months of uncertainty, say Robeco’s portfolio managers for the major asset classes.

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.

Brexit impact on Robeco Financial Institutions Bonds

24-06-2016 | Insight | Jan Willem de Moor

The Robeco Financial Institutions Bonds fund invests mainly in subordinated financial. The market for subordinated financials opened lower this morning, in line with other risky assets like equity. Throughout the morning prices started to recover a bit and we have seen buyers in the market. Market weakness was well spread, though obviously UK names underperformed.

Brexit impact on Robeco High Yield Bonds

24-06-2016 | Insight | Sander Bus

High-quality European issuers in the high-yield market opened 2 points down this morning after UK’s vote on Brexit. This price reaction is not severe, especially if you relate this to the fierce moves seen in equity markets. We considered the order of magnitude fair, given the strong support by the corporate buying program of the ECB and healthy balance sheet of European BB credits.

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