Chief Editor
• Insight
Best of 2024 – from Expected Returns to unexpected comebacks
2024 has been another thrilling year for investors, marked by numerous events that have shaped investor sentiment. Over 50 countries, including India, Brazil, South Africa, and the US, held major elections. Developed markets experienced a rollercoaster of inflation rates, central banks began to shift their policies, and cryptocurrencies made headlines in the final moments of the year. Let's delve into the top stories that captured our readers' attention throughout the year.
作者
Peter van Kleef
1. Emerging markets’ second growth wave is straight ahead
After a decade of disappointing returns, emerging markets are positioning for a comeback, and a majority of investors have taken note throughout 2024. This article, being Robeco’s best-read article of 2024, is proof of that.
2. Value investing: “The reports of my death have been greatly exaggerated”
Here’s another comeback kid: value investing, starring in our second-best read article of the year. Often written off and, yes, outperformed by growth stocks for a longer period. Less appealing than the Magnificent Seven? Surely, but ignoring value stocks might leave you wrong-footed in the longer term.
3. Expected Returns 2025-2029: Atlas Lifted
There’s no such thing as a ‘best read’ overview without our flagship publication in the spotlight. Our annual multi-asset five-year outlook on financial markets deservedly in position 3 – but still gaining ground every single day.
4. Unraveling 9 key questions about credits
Who said it’s hard to make appealing content about credits? Addressing client questions in a timely and accessible way obviously pays off. This series of questions, bundled in a concise brochure, is this year’s fourth-best read article.
5. Podcast: Zooming in and out of the factor zoo
Our monthly podcast series, now in it’s sixth year, covers all corners of financial markets. In this episode we take a look at the overwhelming offering of factors – some of them more equal than others.
But wait, there’s more! We have some additional publications that you might find interesting:
And finally, please subscribe to 'In tune with the markets' on your favorite podcast platform. The podcast series keeps you tapping to the beat of the market drum on a bi-weekly basis.
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