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Insights

The new Long March of China
The new Long March of China
China’s attempts to combat a trade war with the US present an uphill battle for emerging market assets, says strategist Peter van der Welle.
07-06-2019 | Monthly outlook
Value investing’s five principles that have stood the test of time
Value investing’s five principles that have stood the test of time
The value investment style continues to struggle against growth investing, as equity investors chase easy returns in volatile markets.
30-04-2019 | Insight
Risks to European equities are overstated
Risks to European equities are overstated
European stocks could become more attractive, as positive outcomes can be seen for their perceived risks, says Chief Economist Léon Cornelissen.
08-03-2019 | Monthly outlook
Recession indicators are overrated for stock returns
Recession indicators are overrated for stock returns
Investors should beware of trying to use asset values to forecast recessions, says portfolio manager Jeroen Blokland.
08-02-2019 | Monthly outlook
Goldilocks vs Armageddon: It’s time to buy EM
Goldilocks vs Armageddon: It’s time to buy EM
We sold Goldilocks in the last quarter of 2018.
16-01-2019 | Column
Emerging stocks could make a comeback in 2019
Emerging stocks could make a comeback in 2019
A number of factors bode well for emerging market equities this year, says investor Jeroen Blokland.
10-01-2019 | Monthly outlook
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
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.
09-11-2018 | Insight
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
The power of earnings
The power of earnings
Investors should focus on the E and not just the P in the price/earnings ratio, says Robeco’s Jeroen Blokland.
10-09-2018 | Monthly outlook
Value investing – this time it’s no different
Value investing – this time it’s no different
Value investing will come back into fashion, despite the long rally in growth investing, say market specialists Mike Mullaney and Dan Farren.
30-08-2018 | Insight
How to manage US-China trade war risk?
How to manage US-China trade war risk?
How can the US-China relationship be fixed?
26-06-2018 | Insight
US makes great progress on boardroom diversity
US makes great progress on boardroom diversity
Maybe it is because I am a woman in an industry dominated by men, and because I chose to focus on sustainability at an early stage, that I have always been interested in the topic of diversity.
02-03-2018 | Column
Are we heading for a bear market?
Are we heading for a bear market?
A series of seemingly unstoppable stock market highs has left investors wondering if a correction is coming.
08-12-2017 | Monthly outlook
Fears of Trump's impact on China overstated
Fears of Trump's impact on China overstated
Will the competing agendas of Xi and Trump cause turmoil in emerging markets?
22-06-2017 | Emerging markets alert
Tesla is now more valuable than Ford and GM
Tesla is now more valuable than Ford and GM
Every month we look at stunning statistics from the world of sustainability.
20-04-2017 | Stunning statistics
Auto industry business models set to significantly change
Auto industry business models set to significantly change
The business models of global automotive industry players will significantly change in the coming years as car use is transformed, say Robeco’s sustainability specialists.
14-02-2017 | Active Ownership Report
America a melting pot of opportunity mixed with stalemate
America a melting pot of opportunity mixed with stalemate
America is a melting pot of opportunity mixed in with political stalemate that will give its new president a difficult path to steer, says Chief Economist Léon Cornelissen.
17-10-2016 | Insight
Cut out the noise when investing in global equities
Cut out the noise when investing in global equities
Investors should ignore macroeconomic noise and focus on finding the best value when investing in global equities, says fund manager Josh Jones.
05-10-2016 | Insight
Trend investing: I’ve seen the future and it will be
Trend investing: I’ve seen the future and it will be
How should you go about investing in developments that will shape the future?
28-04-2016 | Insight
Five reasons why value will be back with a vengeance
Five reasons why value will be back with a vengeance
Value investors have had a rough ride over the past 18 months, but the tide may now be turning due to five major catalysts, says US fund manager Mark Donovan.
24-03-2016 | Insight
Forget China - it’s the US that really moves markets
Forget China - it’s the US that really moves markets
Chinese growth fears and Middle East tensions caused equity markets to open the new year with significant falls – but it is the US that investors should focus on, says Robeco’s Lukas Daalder.
05-01-2016 | Insight

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