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Outlook 2015

The year of increasing volatility

  • Equities are our No.1 asset class choice
    ... more

  • Fixed income favors the periphery
    ... more

  • US earnings growth set to lead the way 
    ... more

Fasten your seat belts

We could be in for a bumpy ride - global unrest and a looming Fed rate hike could make 2015 a particularly volatile year for the financial markets.

Outlook 2015 Download full report

‘Differences in monetary policy will lead to structurally higher volatility’

Active and dynamic asset allocation will become increasingly important, says Hans Rademaker, Chief Investment Officer at Robeco.


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What drove investors in 2014?

In 2014 investors where directed by these six aspects: ECB President Mario Draghi, reasoning for stimulus, reforms and quant easing, further declining interest rates, crashing oil price, the return of the dollar, the internet of things and the rise of smart beta.

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‘Asian stocks have bottomed out’

Arnout van Rijn, head of Robeco’s Asia Pacific team and fund manager of Robeco’s fund of the same name, is optimistic about Asian stocks for 2015.


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Picking the bond market winners in 2015

Next year may present a sea-change for fixed income investing if rates start to rise from their current historic lows. In this round table, we asked three of Robeco’s portfolio managers from across the fixed income spectrum to give their views on the likely biggest issues for 2015.

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US earnings growth set to continue

The award-winning portfolio manager of the Robeco Boston Partners Global Premium Equities Fund believes that the records set by US stock markets in 2014 can continue, thanks to growing company profits. In this interview he lays out his outlook for 2015.

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Geopolitical unrest as a risk factor

The unrest in Ukraine, the conflict in Syria and Iraq and the struggle between Israel and the Palestinians exercised many minds in 2014. To what degree do geopolitical developments impact financial markets and what can we expect over the coming year? Chief economist Léon Cornelissen gives his view on a number of potential hotbeds.

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