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Outlook 2016: Down but not out

What can investors expect in 2016? Various experts gave their views during the Robeco Outlook 2016 event. Chief economist Léon Cornelissen explained why, despite recent turmoil, he thinks the global economy could surprise on the upside. Economist Mariana Mazzucato debunked the myth that innovation is something for which the private sector alone is responsible. Lukas Daalder, CIO Investment Solutions, and Henk Grootveld, trend investor, looked at the challenges and opportunities that accompany technological innovation and digitalization.

Investment experts: investors should steer a pragmatic course

Investors are still operating in a difficult, volatile market. Investment strategists Han Dieperink (Rabobank), Nathan Levy (ING) en Pim Lausberg (ABN Amro) agree on this, but they also each add their own interesting nuances to the outlook for financial markets and investing.


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Apple, Google and shale gas – all thanks to the government playing venture capitalist

Economist Mariana Mazzucato, Professor of Economics of Innovation at the University of Sussex and author of 'The Entrepreneurial State' cannot repeat this often enough. Major innovators like Steve Jobs and Elon Musk are the heroes of their generation and yes, they have undeniably made a huge contribution, but the story we keep on telling each other isn't necessarily accurate.

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Global economy: Down but not out

“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.

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Investing in digitalization: easier to avoid the losers than find the winners

We are already digital consumers and we are set to become digital producers. We are connected to the digital financial network and have a digital doctor who keeps an eye on us. Digitalization is the engine for economic growth and Henk Grootveld explains how investors can take advantage of this.

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Check your investment portfolio on susceptibility for disruption

The digital revolution will be a game changer in relationships between macroeconomic factors such as production, consumption, labor and inflation. Lukas Daalder outlines the effects on investors. “The disruptive effect of digitalization promotes the case for active equity investing.”

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Thirteen things that could move markets in 2016

The annual predictions season officially kicked off the moment we tore the last page off our 2015 calendar. Anything from simply making future projections based on existing movements and trends to coming up with top-of-your-head ideas for ‘black swans’ – unexpected events that could have a major impact.


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Review: 'The Entrepreneurial State'

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

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The double-edged sword of changing technology

Changing technology presents a double-edged sword for the world economy. Disruptive start-ups will probably remain important, particularly if new products are deflationary or challenge established players.

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Outlook 2016: Diminishing returns

Valuations have increased, lowering the prospect of above-average returns. This holds true for risky assets in particular, but sovereign bonds will also be expensive in the scenario of subdued but expanding growth we expect in 2016.


Outlook 2016 Download the full report

Getting back on our feet and soldiering on

The outlook for the global economy is not much to write home about. Toil is perhaps the right word, but we should be careful about excessive pessimism, says Robeco’s Chief Economist Léon Cornelissen.


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Data and research key to success in volatile markets

This year has really kept investors on their toes. Central banks set the tone again, but geopolitical developments also played a role. Volatility has increased and shows no sign of disappearing as we move into 2016. This does not mean that investors should be pessimistic about the coming year. We talk to Hans Rademaker, Robeco's Chief Investment Officer.


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What to expect when you don't know what to expect?

What do investors expect for 2016 when it comes to returns on investments or economic growth? We asked to twitterati and they - as a group don't really seem to have a clear vision. We do, however.


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Stock selection more important than ever

Easy stock price gains will be a thing of the past in 2016. This is why we are focusing even more on good quality companies with solid cashflows and high returns on invested capital. Europe and Japan are our favorite developed markets.


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Global approach increasingly important for bonds

Flexibility is important. Don't get tied down. Keep searching for attractive yields, be selective and make sure you are rewarded for the risk you take. That is the mantra for bond investors in 2016.


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