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Decline

Insights

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
Best economic links of the web
Best economic links of the web

Nice one: reminds me of the fact that 80% of people claim that they drive better than average

14-12-2017
Full 2018 Outlook 'Playing in Extra Time'
Full 2018 Outlook 'Playing in Extra Time'
After eight positive years, investors have to pose the question: how long will the party last?
09-11-2017 | Yearly outlook
Playing in extra time
Playing in extra time
The market rally seems to be never-ending – but the whistle may be about to be blown on this high-scoring game.
09-11-2017 | Yearly outlook
The winner takes all!
The winner takes all!
The growth of online companies that now dominate markets may be creating a ‘winner-takes-all’ principle, creating a worrying trend.
09-11-2017 | Yearly outlook
Are the reports on the death of inflation highly exaggerated?
Are the reports on the death of inflation highly exaggerated?
Inflation in developed economies remains low, but it’s still too early to consign it to history.
09-11-2017 | Yearly outlook
Investment outlook 2018
Investment outlook 2018
Find out more
US equities: the force is strong with this one
US equities: the force is strong with this one
US equities are expensive, but they retain the momentum of a Star Wars hero, says Robeco’s Lukas Daalder.
09-10-2017 | Monthly outlook
Bonds are from Venus, equities are also from Venus
Bonds are from Venus, equities are also from Venus
Where do returns come from?
25-09-2017 | 5-Year outlook
Secular stagnation is a stagnating theory
Secular stagnation is a stagnating theory
Is secular stagnation for real?
22-09-2017 | 5-Year outlook
The future of the euro: to integrate or disintegrate?
The future of the euro: to integrate or disintegrate?
The euro’s future may better lie with further integration rather than disintegration, our five-year outlook believes.
19-09-2017 | 5-Year outlook
Longer-term Expected Returns
Longer-term Expected Returns
18-09-2017 | 5-Year outlook
5-year Expected Returns: coming of age
5-year Expected Returns: coming of age
18-09-2017 | 5-Year outlook
Expected Returns 2018-2022
Expected Returns 2018-2022
Read more
Who's afraid of a recession?
Who's afraid of a recession?
We expect a mild recession somewhere during the next 5 years, but there will be no secular stagnation.
18-09-2017 | 5-Year outlook
Financial markets are coming of age
Financial markets are coming of age
Riskier assets are seen returning less as financial markets face a ‘coming of age’, our new five-year outlook predicts.
18-09-2017 | 5-Year outlook
Inflation is not dead, it’s just shifted direction
Inflation is not dead, it’s just shifted direction

Inflation can never be eradicated and so central banks will pursue targets for it, even as prices fall, says Lukas Daalder

07-09-2017 | Monthly outlook
The end of QE is coming!
The end of QE is coming!
Mixed messages from central banks may be covertly signaling an end to quantitative easing, says Robeco’s Lukas Daalder.
10-07-2017 | Monthly outlook
Picking up pennies in front of a steamroller
Picking up pennies in front of a steamroller
The investment environment has become like ‘picking up pennies in front of a steamroller’, says Robeco’s Lukas Daalder.
12-06-2017 | Monthly outlook
UK election creates ‘hung parliament’
UK election creates ‘hung parliament’
The Conservative party won but fell short of an overall majority.
09-06-2017 | Insight
European equities are punching below their weight
European equities are punching below their weight
Stocks in Europe are surprisingly unloved, despite a strong earnings season which has raised their relative attractiveness versus the US.
09-05-2017 | Monthly outlook
Macron election weakens populist wave
Macron election weakens populist wave
Emmanuel Macron was elected as French President, weakening the populism that has swept global politics.
08-05-2017 | Insight
French elections: short-term relief for the Eurozone
French elections: short-term relief for the Eurozone
Emmanuel Macron will face Marine Le Pen in the second round of the French presidential election on 7 May.
24-04-2017 | Insight
To reflate or to stagnate - that is the question
To reflate or to stagnate - that is the question
The reflation trade has dominated the financial markets over the past months.
10-04-2017 | Monthly outlook
UK triggers Brexit and starts divorce talks with EU
UK triggers Brexit and starts divorce talks with EU
The UK government finally began the Brexit process for leaving the European Union, and now faces two years of tough talks with Brussels.
29-03-2017 | Insight
Synchronized global recovery makes investors optimistic
Synchronized global recovery makes investors optimistic
A synchronized recovery in the world economy is making investors more optimistic, says Lukas Daalder.
07-03-2017 | Monthly outlook
Dutch elections likely to be as flat as the country
Dutch elections likely to be as flat as the country
The Dutch elections are unlikely to produce any upsets due to the smörgåsbord of political parties vying for power, says Robeco’s Chief Economist Léon Cornelissen.
03-03-2017 | Insight
We remain cautious on risky assets
We remain cautious on risky assets
Robeco remains cautious on risky assets following a tumultous first few weeks of the presidency of Donald Trump.
13-02-2017 | Insight
It’s the economy, stupid
It’s the economy, stupid
Financial markets will continue to follow hard economic data rather than the latest rhetoric of President Trump in deciding asset values, says Robeco’s Lukas Daalder.
07-02-2017 | Monthly outlook
‘Plan B’ is better for equities than government bonds
‘Plan B’ is better for equities than government bonds
Equities remain Robeco’s preferred asset class for 2017, offering new opportunities but also risks as ‘Plan B’ is rolled out in the Trump era, says Lukas Daalder.
19-01-2017 | Insight
Waiting for Trump makes us neutral on equities for now
Waiting for Trump makes us neutral on equities for now
Economies are doing reasonably fine, not spectacularly well.
12-01-2017 | Insight
Investors face optimistic 2017 but with Trump risks
Investors face optimistic 2017 but with Trump risks
Investors will see the ‘winds of change’ in 2017.
09-01-2017 | Monthly outlook