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Insights

What's so cryptic about cryptocurrencies?
What's so cryptic about cryptocurrencies?
Bitcoin could qualify as digital gold, and the blockchain technology behind it has enormous potential, say quant researcher Laurens Swinkels and strategist Peter van der Welle.
13-10-2021 | 5-Year outlook
Expected Returns 2022-2026 – Watch the full show
Expected Returns 2022-2026 – Watch the full show
Things are heating up, in different senses of the phrase.
07-10-2021 | Digital event
Some factors are now more equal than others
Some factors are now more equal than others
There is no free lunch when it comes to harvesting factor premiums.
06-10-2021 | 5-Year outlook
Factoring climate change into Expected Returns forecasts
Factoring climate change into Expected Returns forecasts
The impact of climate change has been factored into the core forecasts in Expected Returns for the first time in the five-year outlook’s 11-year history.
30-09-2021 | 5-Year outlook
5-year Expected Returns: the Roasting Twenties
5-year Expected Returns: the Roasting Twenties
Things are heating up and our tech optimism is intertwined with that sinking feeling that climate catastrophe is closing in.
29-09-2021 | Insight
The CO₂lumnist: Data providers and the greenhouse gas pie
The CO₂lumnist: Data providers and the greenhouse gas pie
The greenhouse gas emissions of different sectors forms parts of giant pie.
22-09-2021 | Column
The profits party peaks, but the aftermath looks benign
The profits party peaks, but the aftermath looks benign
Corporate earnings which have soared in the Covid-19 recovery are now flattening out.
07-09-2021 | Monthly outlook
Olympic Games: on! Central banks: on! Equity party: on!
Olympic Games: on! Central banks: on! Equity party: on!
As we enter the second half of 2021, all the ingredients that have been fueling the global stock market rebound since March 2020 remain in place.
14-07-2021 | Column
Our role in the world’s plastic pollution
Our role in the world’s plastic pollution
We’ve all seen the images of the devastating effect single-use plastic is having around the world.
21-05-2021 | Graph of the week
Rotation, rotation, rotation
Rotation, rotation, rotation
I’ve always been taught that the three most important characteristics for determining the value of real estate such as homes are location, location, location.
12-05-2021 | Graph of the week
Metals – anything but rusty
Metals – anything but rusty
Commodity prices can continue to rise on a string of favorable factors, says strategist Peter van der Welle.
07-05-2021 | Monthly outlook
The road to impact investing – a journey for insurers
The road to impact investing – a journey for insurers
Sustainable investing has risen to the top of insurers’ agendas – but how to make an impact with it?
05-05-2021 | Insight
Decentralized trust
Decentralized trust
Bitcoin, the largest and most important cryptocurrency, recently broke through the momentous barrier of USD 1 trillion in market value.
30-04-2021 | Graph of the week
Compelling cyclicity
Compelling cyclicity
Financial markets can be unfathomable at times.
23-04-2021 | Graph of the week
SI Opener: The fund manager 2.0 needs to know more than maximizing alpha
SI Opener: The fund manager 2.0 needs to know more than maximizing alpha
To be successful in the changing asset management environment, fund managers need to continuously reinvent themselves.
22-04-2021 | SI Opener
When will corona be a beer again?
When will corona be a beer again?
Not so very long ago, corona was first and foremost a popular and refreshing Mexican beer.
16-04-2021 | Graph of the week
50 shades of green meets 95 percent of funds
50 shades of green meets 95 percent of funds
The regulation designed to shake up the sustainable investing landscape in the EU is one month old.
12-04-2021 | Insight
Bitcoin as digital gold – a multi-asset perspective
Bitcoin as digital gold – a multi-asset perspective
Bitcoin is often derided as being highly volatile, but as digital gold it could play a role in a multi-asset portfolio, says investor Jeroen Blokland.
09-04-2021 | Monthly outlook
The future of our food
The future of our food
In the past 50 years, how our food is produced and consumed has changed drastically.
09-04-2021 | Graph of the week
The happy few
The happy few
Horatio Alger (1832-1899) was an American writer whose novels often told stories of poor boys who, through hard work and determination, achieved great success.
01-04-2021 | Graph of the week
Robeco publishes 2021 Global Climate Survey
Robeco publishes 2021 Global Climate Survey
Tackling climate change has become the number one priority for investors.
26-03-2021 | Insight
It’s not growth vs value, it’s headline vs fundamentals
It’s not growth vs value, it’s headline vs fundamentals
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
22-01-2021 | Insight
Robeco commits to net zero carbon ambition by 2050
Robeco commits to net zero carbon ambition by 2050
Robeco is committing to achieving net zero greenhouse gas emissions across all its assets under management by 2050.
04-12-2020 | Insight
Low-risk stocks behave like bonds
Low-risk stocks behave like bonds
Low-risk stocks are very bond-like.
13-10-2020 | Research
Carbon pricing, asset allocation and climate goals
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020 | 5-Year outlook
Expected Returns – watch the full show
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Digital event
Brave real world: the main takeaways from Expected Returns
Brave real world: the main takeaways from Expected Returns
The Covid-19 pandemic has completely changed the world, making it much harder for investors to navigate likely conditions for the major asset classes.
09-10-2020 | Digital event
Addressing carbon risk in investor portfolios
Addressing carbon risk in investor portfolios
Investors have a role to play in facilitating the transition to a low-carbon economy.
09-10-2020 | Digital event
Running on fumes, in search of the next refill
Running on fumes, in search of the next refill
Markets need a major catalyst to move higher as they face headwinds led by the US elections and Covid-19, says strategist Peter van der Welle.
08-10-2020 | Monthly outlook
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Few would doubt that the Covid-19 pandemic has completely changed the world.
29-09-2020 | 5-Year outlook
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