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Insights

The key consumer trend of 2019: health and wellness
The key consumer trend of 2019: health and wellness
There is no denying that young consumers care about their health.
15-05-2019 | Insight
How ESG aids outperformance in Global Stars Equities
How ESG aids outperformance in Global Stars Equities
Robeco has long believed that embracing sustainability investing can lead to a better risk/return profile.
10-05-2019 | Insight
Five reasons for strategic allocation to China A-shares
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
08-05-2019 | Insight
US-China trade talks – a tweet too far?
US-China trade talks – a tweet too far?
After weeks of positive noises coming from the US-China negotiations, with indications of an agreement by the end of this week, there was an abrupt shift in tone.
07-05-2019 | Emerging markets alert
CO2 is at highest level for three million years
CO2 is at highest level for three million years
The amount of carbon dioxide in the atmosphere is now at a level last seen in prehistoric times, new research shows.
06-05-2019 | Stunning statistics
This time it’s different: best opportunities outside of the US
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019 | Column
This time it’s different
This time it’s different
After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
18-04-2019 | Quarterly outlook
Tokenizing real assets
Tokenizing real assets
Bitcoin was the first application of blockchain technology.
17-04-2019 | Insight
Trends, industries and the quest for outperformance
Trends, industries and the quest for outperformance
What drives changes in relative industry profitability?
02-04-2019 | Insight
Five things you should know about trends investing
Five things you should know about trends investing
How can you find tools that separate long-term investment opportunities from short-term hypes?
15-03-2019 | Insight
Shining brightly ten years on
Shining brightly ten years on
Robeco is celebrating the ten-year anniversary of its Global Stars Equities fund.
27-02-2019 | Insight
Consumer trends in 2019: smart speakers, India and well-being
Consumer trends in 2019: smart speakers, India and well-being
Steady as she goes?
04-02-2019 | Insight
Outlook 2019: Turbulence ahead
Outlook 2019: Turbulence ahead
Next year we expect the markets to have two faces.
08-11-2018 | Insight
Beware of positive surprises
Beware of positive surprises
Markets have reminded us that everything that goes steeply up will at some point come steeply down.
26-10-2018 | Column
Are we melting yet? Not so fast
Are we melting yet? Not so fast
Earlier this month, global equity markets decided to stage a proper meltdown.
18-10-2018 | Quarterly outlook
Brazil votes against corruption with conservative Bolsonaro win
Brazil votes against corruption with conservative Bolsonaro win
Conservative candidate Jair Bolsonaro (PSL) received 46% of the valid votes, while Workers’ Party contender Fernando Haddad (PT) won 29% of valid votes.
08-10-2018 | Emerging markets alert
What will get markets off their risk-off stance?
What will get markets off their risk-off stance?
While most of the cards dealt are the same, fear has joined the players’ table.
30-07-2018 | Column
 Risky CAPE ratios? Keep calm and reduce downside risk
Risky CAPE ratios? Keep calm and reduce downside risk
High CAPE ratio levels do not signify an imminent end to the bull market.
27-07-2018 | Insight
A perfect storm: binary outcomes
A perfect storm: binary outcomes
It is amazing how so much can change when not much has really changed.
23-07-2018 | Insight
Keep your eye on the prize
Keep your eye on the prize
What a difference three months make!
17-04-2018 | Column
Move to the Cloud drives IT spending higher
Move to the Cloud drives IT spending higher
Technology investments continue to grow at a very healthy pace.
28-03-2018 | Insight
Trade war or skirmish?
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018 | Insight
No need to panic over equity market correction
No need to panic over equity market correction
There is no need to panic over the equity market correction as the underlying global economy is strong, says Robeco’s Lukas Daalder.
06-02-2018 | Insight
EU data protection regulation to boost the cybersecurity sector
EU data protection regulation to boost the cybersecurity sector
New European data privacy regulation will create many opportunities for cybersecurity companies.
20-12-2017 | Insight
Impact investing and Sustainable Development Goals
Impact investing and Sustainable Development Goals
If you are in (sustainability) investing and you have not yet heard of the Sustainable Development Goals (SDGs), you probably have taken a sabbatical for the last year and a half.
05-12-2017 | Column
Sustainability investing on the rise in Asia
Sustainability investing on the rise in Asia
In the past weeks I have visited many Asian institutional investors to talk about sustainability investing.
12-10-2017 | Column
Robeco launches climate change policy
Robeco launches climate change policy
Robeco has launched a climate change policy to explain its approach to combatting global warming.
03-10-2017 | Insight
Click here for climate change
Click here for climate change
The internet is often seen as the greatest invention since the railways – but its impact on climate change is increasing.
26-09-2017 | Stunning statistics
The pitfalls of passive in a global multi-asset benchmark
The pitfalls of passive in a global multi-asset benchmark
There is no global benchmark for a multi-asset passive investment fund, so a group of researchers invented one – with surprising results.
20-09-2017 | 5-Year outlook
The rationale for trends investing
The rationale for trends investing
Everybody loves a good story, but there’s more to trends investing than just good stories.
06-09-2017 | Research

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