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Insights

The Three Peaks Challenge: the markets’ race against time
The Three Peaks Challenge: the markets’ race against time
Inflation, interest rates and the US dollar all need to peak this year before markets calm down, says multi-asset investor Colin Graham.
07-07-2022 | Monthly outlook
Anyone for hiking this summer?
Anyone for hiking this summer?
Hiking in summer is a popular way of getting away from it all, rambling across the hills and enjoying the views.
30-06-2022 | Quarterly outlook
Credit outlook: The mess after the largesse
Credit outlook: The mess after the largesse
We have seen a very significant repricing of fixed income, but panic and volatility can also provide opportunities.
28-06-2022 | Quarterly outlook
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
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
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
Credit outlook: ‘If I have to make a tackle, I’ve already made a mistake’
Credit outlook: ‘If I have to make a tackle, I’ve already made a mistake’
The Fed may have made a policy mistake by starting this tightening cycle too late.
29-03-2022 | Quarterly outlook
Fixed income outlook: Czech mate
Fixed income outlook: Czech mate
We’re facing the risk of central bank policy error.
22-03-2022 | Quarterly outlook
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
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
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
China flexes its policy muscles – but can they still do the heavy lifting?
China flexes its policy muscles – but can they still do the heavy lifting?
China’s muscle flexing to fix its problems is set to keep investors cautious until the domestic economy garners more growth.
06-01-2022 | Monthly outlook
Inflation fears and a more hawkish Fed spook markets
Inflation fears and a more hawkish Fed spook markets
Rising inflation that prompted the Fed to suggest faster tapering which may accelerate rate hikes has rattled markets.
08-12-2021 | Monthly outlook
Credit outlook: Imperfect information and imperfect foresight
Credit outlook: Imperfect information and imperfect foresight
With so many distorting elements at play right now, we can’t rely on economic theory for easy answers.
07-12-2021 | Quarterly outlook
Fixed income outlook: Pricing sigma
Fixed income outlook: Pricing sigma
We note several multiple sigma events across fixed income markets.
30-11-2021 | Quarterly outlook
Corporate profits boom sends stocks to new peaks
Corporate profits boom sends stocks to new peaks
Equities have shrugged off macro headwinds and hit record highs in the US thanks to strong corporate earnings.
05-11-2021 | Monthly outlook
Central banks' post-pandemic playbook
Central banks' post-pandemic playbook
Central banks have thrown the proverbial kitchen sink at their fight to mitigate the economic impact of Covid-19.
20-10-2021 | 5-Year outlook
What's so cryptic about cryptocurrencies?
What's so cryptic about cryptocurrencies?
Bitcoin could qualify as digital gold, and the blockchain technology behind it has enormous potential, say quant researcher Laurens Swinkels and strategist Peter van der Welle.
13-10-2021 | 5-Year outlook
Taking a more cautionary stance against stagflationary turbulence
Taking a more cautionary stance against stagflationary turbulence
Market fears of stagflation have prompted Robeco’s multi-asset team to take some risk off the table and stash more cash.
08-10-2021 | Monthly outlook
A more cautious stance on equities
A more cautious stance on equities
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
07-10-2021 | Quarterly outlook
Some factors are now more equal than others
Some factors are now more equal than others
There is no free lunch when it comes to harvesting factor premiums.
06-10-2021 | 5-Year outlook
Factoring climate change into Expected Returns forecasts
Factoring climate change into Expected Returns forecasts
The impact of climate change has been factored into the core forecasts in Expected Returns for the first time in the five-year outlook’s 11-year history.
30-09-2021 | 5-Year outlook
Credit outlook: Common prosperity
Credit outlook: Common prosperity
Changing policy in China will have repercussions for the rest of the world – and for credit markets.
21-09-2021 | Quarterly outlook
Fixed income outlook: Tunnel vision
Fixed income outlook: Tunnel vision
There is plenty of evidence of herding and groupthink.
14-09-2021 | Quarterly outlook
The profits party peaks, but the aftermath looks benign
The profits party peaks, but the aftermath looks benign
Corporate earnings which have soared in the Covid-19 recovery are now flattening out.
07-09-2021 | Monthly outlook
The ‘equity party’ continues
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
12-07-2021 | Quarterly outlook
How capex holds the key to a self-sustaining economic recovery
How capex holds the key to a self-sustaining economic recovery
Capital expenditure to fix supply shortages and meet burgeoning demand is seen figuring strongly in the post-Covid recovery.
08-07-2021 | Monthly outlook
Credit outlook: Humble
Credit outlook: Humble
It’s best to be humble about the many unknowns and distortions as economies reopen.
23-06-2021 | Quarterly outlook
Fixed income outlook: Inflation hyperventilation
Fixed income outlook: Inflation hyperventilation
Heading into H2, we still find plenty to disagree with in the prevailing market consensus.
15-06-2021 | Quarterly outlook
Europe takes up the baton
Europe takes up the baton
Vaccination success will allow Europe’s economic recovery to catch up with the US and China, says strategist Peter van der Welle.
08-06-2021 | Monthly outlook
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