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Insights

A defensive market that is looking increasingly risky
A defensive market that is looking increasingly risky
Historically, switching to the US is an obvious choice at a late stage of the bull market when a shift towards more defensive equity allocation is desired.
11-12-2018 | Insight
Markets see the wind taken out of their sails
Markets see the wind taken out of their sails
Markets have seen choppy waters in recent months, but four factors are positive for stocks, says strategist Peter van der Welle.
07-12-2018 | Monthly outlook
Is it time for more defensive equity investing?
Is it time for more defensive equity investing?
There are plenty of reasons to pursue a more defensive equity strategy, but paradoxically enough, this also carries several risks.
21-11-2018 | Insight
Positioning for a shift towards value stocks
Positioning for a shift towards value stocks
We think now is a very good time for investors to introduce value stocks to their portfolios.
20-11-2018 | Insight
Outlook 2019: Turbulence ahead
Outlook 2019: Turbulence ahead
Next year we expect the markets to have two faces.
08-11-2018 | Insight
‘Investors need to continue climbing the wall of worry’
‘Investors need to continue climbing the wall of worry’
Five-year Expected Returns in a five-minute video.
17-10-2018 | Video
Some plant trees, we plant ideas
Some plant trees, we plant ideas
Download the book
The potential rewards of diversifying away from US Equities
The potential rewards of diversifying away from US Equities
A perpetual problem for investors is deciding what assets to allocate to.
15-10-2018 | 5-Year outlook
Expected Returns: Patience is a virtue
Expected Returns: Patience is a virtue
Modest returns on equities and bonds that are still in negative territory mean investors will need to be patient, our new five-year outlook predicts.
08-10-2018 | 5-Year outlook
5-year Expected Returns: Patience is a virtue
5-year Expected Returns: Patience is a virtue
Download our Expected Returns 2019-2023 report (116 pages).
28-09-2018 | 5-Year outlook
The Italian crisis - a mere ripple or more of a wave?
The Italian crisis - a mere ripple or more of a wave?
It pushed aside trade war talk and the Korean summit saga to take center stage.
07-06-2018 | Monthly outlook
Why lower oil prices don’t always help the economy
Why lower oil prices don’t always help the economy
Lower oil prices don’t necessarily translate into higher economic growth, says Robeco strategist Peter van der Welle.
10-01-2018 | Insight
Full 2018 Outlook 'Playing in Extra Time'
Full 2018 Outlook 'Playing in Extra Time'
After eight positive years, investors have to pose the question: how long will the party last?
09-11-2017 | Yearly outlook
Knowledge is power. Discover the Essentials of SI
Knowledge is power. Discover the Essentials of SI
Find out more
Will QT hurt?
Will QT hurt?
Equity rallies that have moved into ‘extra time’ could result in penalties with the dawn of quantitative tightening.
09-11-2017 | Yearly outlook
Rising risks, falling spreads
Rising risks, falling spreads
The credit markets are starting to look like a driver who puts the pedal to the metal when passing a sign warning of a slippery road ahead.
09-11-2017 | Yearly outlook
Bonds are not as safe as previously assumed
Bonds are not as safe as previously assumed
Bonds may not be as safe as previously assumed, despite some highly flattering data in their favor.
09-11-2017 | Yearly outlook
Longer-term Expected Returns
Longer-term Expected Returns
18-09-2017 | 5-Year outlook
5-year Expected Returns: coming of age
5-year Expected Returns: coming of age
18-09-2017 | 5-Year outlook
Outlook 2017: Time for Plan B
Outlook 2017: Time for Plan B
This year we have broken with tradition and compiled our look-ahead as a dynamic infographic.
28-11-2016 | Yearly outlook
Emerging markets: the grain that will grow?
Emerging markets: the grain that will grow?
In the past two decades emerging markets have experienced bust, boom and lately a more stable phase.
26-09-2016 | Insight

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