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Insights

SI Dilemmas: We need to start thinking differently about SI and returns
SI Dilemmas: We need to start thinking differently about SI and returns
For many years, the debate has raged among investors and academics about whether sustainable investors need to sacrifice returns in order to achieve their values.
23-06-2022 | SI Dilemmas
Inflation may be more about the destination than the peak
Inflation may be more about the destination than the peak
We’re facing a highly unusual inflationary situation.
22-06-2022 | Insight
China: Restarting engine three
China: Restarting engine three
The downtrodden Chinese consumer needs a helping hand if the country is to resume its growth flight path, says multi-asset investor Colin Graham.
07-06-2022 | Monthly outlook
Podcast: What’s with inflation?
Podcast: What’s with inflation?
Rising inflation has become a growing concern for consumers around the world.
01-06-2022 | Podcast
Insurers weather the storm with net zero commitments
Insurers weather the storm with net zero commitments
Insurers are turning to net zero to solve their unique climate change challenges, says Robeco’s Head of Global Insurance Strategy, Ed Collinge.
25-05-2022 | Insight
Markets are a voting machine, investing is a weighing machine
Markets are a voting machine, investing is a weighing machine
Weighing up the long view has never been more important as turbulence continues to hit markets, says multi-asset investor Colin Graham.
18-05-2022 | Insight
The performance in government bonds is a reminder that it’s all relative
The performance in government bonds is a reminder that it’s all relative
So far this year we’ve seen fixed income assets cheapening faster than at any time in over 40 years.
18-05-2022 | Insight
The role of green bonds in a fixed income portfolio
The role of green bonds in a fixed income portfolio
Demand for green bonds has grown spectacularly, reflecting investors’ ambitious climate policies.
16-05-2022 | Insight
Podcast: Rediscovering real assets
Podcast: Rediscovering real assets
There’s far more to real estate than ‘location, location, location’, and investors are taking note.
11-05-2022 | Podcast
Turning caterpillars into butterflies: SDG Engagement Equities
Turning caterpillars into butterflies: SDG Engagement Equities
A new Robeco investment strategy takes a fresh look at the SDGs by investing in companies that are still a work in progress.
10-05-2022 | Insight
Embracing the sustainability revolution in the world of investing
Embracing the sustainability revolution in the world of investing
What does the deep shift to sustainability mean for asset owners and asset managers?
09-05-2022 | Insight
REITs: playing in extra time?
REITs: playing in extra time?
They’ve long been seen as defensive, since traditional bricks and mortar can usually survive any downturn.
05-05-2022 | Monthly outlook
Higher risk-free returns do not lead to higher total stock returns
Higher risk-free returns do not lead to higher total stock returns
Our research shows that equity risk premiums tend to be higher when risk-free returns are low, and vice versa.
26-04-2022 | Research
Electric vehicle adoption accelerating as costs fall
Electric vehicle adoption accelerating as costs fall
Internal analysis substantiates that electric vehicle (EVs) have reached a critical inflection point.
14-04-2022 | Insight
The Value winter is thawing
The Value winter is thawing
The renaissance in Value stocks is set to continue, partly due to the climate transition, says multi-asset investor Colin Graham.
07-04-2022 | Monthly outlook
PodcastXL: How to read the huge emerging markets discount
PodcastXL: How to read the huge emerging markets discount
Emerging markets look extremely cheap.
01-04-2022 | Podcast
Time to look for bargains with pricing power
Time to look for bargains with pricing power
It’s hugely difficult to make confident predictions in the current environment.
30-03-2022 | Insight
Investors to be stricter on ESG during AGM season
Investors to be stricter on ESG during AGM season
The climate transition and social condition will be key issues during the AGM season – and companies cannot expect an easy ride.
25-03-2022 | Insight
Water systems and climate change put cities at heightened risk
Water systems and climate change put cities at heightened risk
For many, water stress equates with physical water shortages, but too much water may be an even bigger problem.
22-03-2022 | Insight
Value could outperform for five years or more
Value could outperform for five years or more
The resurgent Value style could bring market-beating returns for the next five years and beyond as interest rates rise, Robeco’s Value experts say.
09-03-2022 | Insight
Surge in oil prices raises recession risk
Surge in oil prices raises recession risk
There are mitigating effects at play as crude prices soar following Russia’s invasion of Ukraine.
08-03-2022 | Monthly outlook
Stay up to date with our investment views on the Russia-Ukraine conflict
Stay up to date with our investment views on the Russia-Ukraine conflict
In this article we will regularly post updates from the various investment teams.
03-03-2022 | Insight
Si Dilemmas: What is our real world impact as investors in secondary markets?
Si Dilemmas: What is our real world impact as investors in secondary markets?
Allocating capital is the core business of investing.
24-02-2022 | SI Dilemmas
‘Most people are not good investors because they are driven by greed and fear’
‘Most people are not good investors because they are driven by greed and fear’
Exciting stocks can pose significant risks to investors.
22-02-2022 | Interview
Voting to promote the S in ESG
Voting to promote the S in ESG
Social issues will have a higher priority at the upcoming proxy voting season, say Robeco’s corporate governance specialists.
21-02-2022 | Insight
Running a tight chip – is there relief in sight for semiconductor supplies?
Running a tight chip – is there relief in sight for semiconductor supplies?
Two years on, the global economy still grapples with a severe chip shortage, with no immediate end in sight.
09-02-2022 | Insight
Buying the dip? Watch out you don’t trip
Buying the dip? Watch out you don’t trip
Investors should be cautious about re-entering the stock market after the correction in January, says strategist Peter van der Welle.
08-02-2022 | Monthly outlook
Podcast: Stick to your long-term investment beliefs
Podcast: Stick to your long-term investment beliefs
How tough will 2022 be for investors?
28-01-2022 | Podcast
Further ‘gamification’, or back to fundamental investing?
Further ‘gamification’, or back to fundamental investing?
First Futu, then WeBull, and now Longbridge.
11-01-2022 | Column
Earnings engine in lower gear but still humming
Earnings engine in lower gear but still humming
As the new year begins, we maintain our positive outlook for developed markets, as well as our neutral stance on their emerging counterparts.
07-01-2022 | Quarterly outlook
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