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Insights

End of the easy money era
End of the easy money era
For the first time since 2009 all the major central banks are singing from the same hymn sheet: the only way is up!
21-08-2018 | Insight
Blokland’s daily sketch
Blokland’s daily sketch
Greece’s tragedy ‘officially’ ends.
21-08-2018
Upside down world in this late-cycle bull market
Upside down world in this late-cycle bull market
The past two years have been characterized by unusually high equity returns and low volatility.
20-08-2018 | Insight
Graph of the week
Graph of the week

Turkey’s currency crisis – what you should know

16-08-2018 | Insight
The time is now for sustainability investing
The time is now for sustainability investing
It is with great pleasure that we present to you our Big Book of SI.
14-08-2018 | Insight
Troubled times for Turkey
Troubled times for Turkey
The Turkish lira fell to a new record low late last week.
13-08-2018 | Emerging markets alert
Credits investing: discover the power of three
Credits investing: discover the power of three
Download the guide
New: The Big Book of SI
New: The Big Book of SI
In our new, 102-page, The Big Book of SI, we analyze the present status of sustainability investing and the big trends that are shaping its future.
13-08-2018 | Insight
Changing demographics to support consumption
Changing demographics to support consumption
Will the Chinese soon be free to decide how many children they have?
09-08-2018 | Insight
Fact or fiction: SI does not work in emerging markets
Fact or fiction: SI does not work in emerging markets
Sustainability investing is well established in the West, though some doubt whether it can work in emerging markets battling with bigger issues.
08-08-2018 | Insight
Bringing multi-factor investing into the multi-asset arena
Bringing multi-factor investing into the multi-asset arena
Factor premiums exist in all major asset classes and can be harvested efficiently across the board.
07-08-2018 | Insight
A look at longer-term investment trends in Africa
A look at longer-term investment trends in Africa
The Robeco Afrika equity strategy recently celebrated its tenth anniversary.
03-08-2018 | Insight
China, land of Unicorns
China, land of Unicorns
When we talk about innovative multi-billion tech start-ups, the first thing that tends to come to mind is Silicon Valley.
01-08-2018 | Insight
Some plant trees, we plant ideas
Some plant trees, we plant ideas
Download the book
Volatility lessons
Volatility lessons
In this paper Eugene Fama and Kenneth French look at the importance of volatility over longer investment horizons.
01-08-2018 | From the field
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
 Maximum scores for Robeco in 2018 UN PRI assessment
Maximum scores for Robeco in 2018 UN PRI assessment
Robeco recently received the 2018 assessment results from the UN Principles for Responsible Investment (UN PRI).
27-07-2018 | Insight
 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
The outlook for Chinese stocks: firm but choppy
The outlook for Chinese stocks: firm but choppy
Investment outlooks for China diverge widely.
27-07-2018 | Interview
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
Trade risks are complicating the picture for bonds
Trade risks are complicating the picture for bonds
The trade war threat and political risks in Italy are reasons to remain cautious on bonds.
20-07-2018 | Quarterly outlook
Three years of successful factor investing in credit markets
Three years of successful factor investing in credit markets
Factor investing also works in credit markets.
19-07-2018 | Insight
Engagement with Roche: What's in it for the company?
Engagement with Roche: What's in it for the company?
Active ownership: a time-consuming burden, or a useful exercise?
17-07-2018 | Insight
Fact or fiction: SI only works with equities
Fact or fiction: SI only works with equities
Hundreds of investors are convinced that sustainability investing offers a better way of buying equities.
16-07-2018 | Insight
Robeco involves cyber expert in its investment process
Robeco involves cyber expert in its investment process
Robeco has involved a cyber expert in its investment process for the past year.
10-07-2018 | Insight
 UK moves ever closer to a ‘soft Brexit’
UK moves ever closer to a ‘soft Brexit’
Britain is likely to remain half in and half out of the EU after more high drama in the Brexit saga, says Robeco Chief Economist Léon Cornelissen.
10-07-2018 | Insight
China has more to lose from a trade war than US
China has more to lose from a trade war than US
Tariffs will hurt China more than the US as a trade war begins in earnest, Robeco Chief Economist Léon Cornelissen warns.
09-07-2018 | Monthly outlook
 The Robeco Factor Investing Thesis Award
The Robeco Factor Investing Thesis Award
For the second year in a row, Robeco will present its Thesis Award in recognition of excellent financial research.
09-07-2018 | News
The outlook for credits: a slow bleed?
The outlook for credits: a slow bleed?
We are past the peak of the credit cycle and uncertainty lies ahead.
06-07-2018 | Quarterly outlook
 A new president for Mexico: will the real AMLO please stand up?
A new president for Mexico: will the real AMLO please stand up?
What direction will the new Mexican president take?
04-07-2018 | Emerging markets alert
The value of visibility
The value of visibility
This paper analyzes the relation between firm visibility and stock returns.
04-07-2018 | From the field
Big data & AI pose challenges for quant investors
Big data & AI pose challenges for quant investors
The advent of big data and artificial intelligence (AI) has emerged as a major game-changer for the financial industry.
03-07-2018 | Insight

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