Despite all the focus on the inflation outlook and ongoing Fed hikes, the recent sell-off in US Treasuries was actually driven to a large extent by a reawaking of the term premium.
Blokland’s daily sketch
Breaking away from market-cap weighting is really important
Mebane – or ‘Meb’ as he is known – Faber is co-founder and chief investment officer of Cambria Investment Management.
Graph of the week
Too little, too late
An alternative after all
After eight consecutive Fed rate hikes, investors finally have an alternative to risky assets: USD cash.
Time to get defensive?
It’s one of the best-known acronyms in finance – and it remains a good indicator of where stocks might go.
Expertise where it matters most
Research has been embedded in our DNA since the very beginning. We strongly believe in innovative, evidence-based investing to best serve clients’ needs. With investment teams looking beyond their own areas and actively sharing ideas, this knowledge-based approach has progressively developed
four key strengths.
Essentials of Sustainability Investing
Discover SI Essentials, education for investment professionals
Robeco’s first global equity mutual fund was launched in 1933, just four years after the company was founded. Today, we manage a wide range of portfolios for retail and institutional clients worldwide.