Regardless of short-term economic developments, inflation is bound to affect the various asset classes in your investment portfolios in the longer term. We can help you develop inflation solutions that match your requirements, based on your expectations and preferences.
26-04-2013
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Insight
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Peter van der Welle
‘Inflation is hardly a hot topic at the moment’, says Peter van der Welle, strategist at Robeco. The eurozone is faced with deflationary pressures rather than anything else, and in both the US and emerging markets inflationary and deflationary pressures are more or less in balance.
12-04-2013
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Insight
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Léon Cornelissen
Abenomics will probably succeed in pulling Japan out of its deflationary spiral, says Robeco’s Chief Economist Léon Cornelissen. But what are the signs to monitor to gauge its success?
19-03-2013
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Insight
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Kommer van Trigt
Central banks are no longer independent of politics. Investors should take that into account.
13-03-2013
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Insight
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Léon Cornelissen
Léon Cornelissen, Robeco’s Chief Economist, examines the logic behind currency wars and looks at the risks and implications for investors.
16-10-2012
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Insight
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Lukas Daalder
Speculation about the threat of inflation is rife “The seeds of inflation have been sown. But these are unprecedented times so no one knows when the first shoots will appear,” says Lukas Daalder, portfolio manager at Robeco, in an interview.
20-09-2012
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Insight
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Raymond Verstraelen
With sovereign bond yields so low, are you concerned? Active duration management allows investors to make money in bull and bear markets, while allowing shorter-term gains from tactical positioning.
03-08-2012
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Insight
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Corné Zandbergen
The most severe and extensive drought in at least 25 years is seriously affecting US agriculture, impacting the crop and livestock sectors and potentially pushing up food prices. Halfway through the 2012 crop year almost 40% of agricultural land is experiencing severe or extreme drought. Obviously this will have severe consequences for the poorest people in the world.
01-04-2012
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Insight
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Laurens Swinkels, Lukas Daalder, Ronald Doeswijk
In this paper we discuss the impact of inflation, describe how inflation risks impact asset classes and illustrate how asset allocations can be adjusted for a new inflation environment.
Insight
To support our clients we developed the Robeco Scenario Analysis Tool, which analyzes specific historical or expected future scenarios and the impact on an investment portfolio.
