Robeco’s strategist Peter van der Welle talks about three ways to deal with higher risks in emerging market equities
Bullish Kishore Mahbubani (left) goes head to head with bearish Jim Walker
Marc Faber on how to spot when the asset price bubble is bursting
Strong opinions at the Robeco World Investment Forum
Emerging markets offer equity investors growth, and less debt and deficits, and can provide portfolio diversification. However, the downside risks have grown: valuations are no longer low compared to developed markets.
China’s short-term prospects are bleak, with a recession ahead, Jim Walker told the Robeco World Investment Forum. But its longer-term rise, along with the wider Asian region, is unstoppable, countered Kishore Mahbubani.
Another crisis is inevitable, argued Marc Faber at the Robeco World Investment Forum. So how should investors position themselves? And how can you spot when the asset-price bubble will burst?
The Chinese economy’s disappointing start to 2013 points to trouble ahead. Monitor the property sector for signs that China’s credit bubble is bursting, cautioned Asianomics’ Jim Walker at the Robeco World Investment Forum.
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?
Is the Cyprus bail-out a “model” for future rescues or is it a “special case”? Chief Strategist Ronald Doeswijk on what can be learned from the last ten days.
80 years of Robeco NV: former fund managers discuss the past, present and future
Options in the Cyprus crisis have been whittled down as the 25 March deadline approaches: it’s either a fudge or a Cyprexit, argues Chief Economist Léon Cornelissen.
In grabbing bank deposits, Cyprus’s government has been pushed into a dangerous experiment. But the likelihood of bank runs spreading across the periphery is low, says Ronald Doeswijk, Robeco’s Chief Strategist.
Central banks are no longer independent of politics. Investors should take that into account.
The Robeco CEO’s book on sustainability investing, based on interviews with the managers of 12 Dutch pension funds, is now available in English. What were Roderick’s main discoveries?
Jacqueline Lommen, Head of European Pensions at Robeco, shows how API paves the way for seizing opportunities provided by the various European developments.
Italy’s elections have produced political deadlock. But Italian bonds remain attractive, argues Kommer van Trigt.
Failure to reach a deal on sequestration in the next few weeks could have a temporary negative impact on the US stock market, says Léon Cornelissen, Robeco’s Chief Economist.
