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Insights

How realistic are return expectations, really?
How realistic are return expectations, really?
Equities and real estate can structurally deliver returns in excess of economic growth, but within limits, says Robeco investor Lukas Daalder.
08-02-2018 | Monthly outlook
Outperforming in Asia with ‘boots on the ground’
Outperforming in Asia with ‘boots on the ground’
A local presence in Asia has helped to generate outperformance over the past decade, say Robeco’s Chief Investment Officers in the region.
30-01-2018 | Insight
Why ETFs can be more expensive than you think
Why ETFs can be more expensive than you think
The recent rise of passive and smart beta strategies has resulted mainly from the success of ETFs.
24-01-2018 | From the field
Strong hands needed to unlock the potential of factor investing
Strong hands needed to unlock the potential of factor investing
The average investor is not good at timing.
22-12-2017 | Insight
3 best viewed video insights of 2017
3 best viewed video insights of 2017
Did you miss any of our video insights this year?
21-12-2017 | Video
Next time, ask your fund manager what kind of car they drive
Next time, ask your fund manager what kind of car they drive
Tell me what car you drive and I will tell you who you are.
13-12-2017 | From the field
Expected Returns 2018-2022
Expected Returns 2018-2022
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Academic research absolutely supports smart beta
Academic research absolutely supports smart beta
For over four decades, Burton Malkiel has advocated for broad passive exposure to financial markets.
11-12-2017 | Interview
Emerging market equity data help dynamic duration management
Emerging market equity data help dynamic duration management
Expectations for the fundamental drivers of bonds can be derived from financial market information.
05-12-2017 | Insight
The research culture is crucial for the success of an asset manager
The research culture is crucial for the success of an asset manager
Data mining is a threat to empirical research.
04-12-2017 | Interview
Institutional asset managers add value... by using factors
Institutional asset managers add value... by using factors
Are factors the future of active asset management?
22-11-2017 | From the field
Losing money with passive investing
Losing money with passive investing
Passive investing may be popular, but it also raises serious concerns.
18-10-2017 | Column
Investment lessons from the racetrack
Investment lessons from the racetrack
Misperceptions matter.
11-10-2017 | From the field
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
Enhanced indexing: an alternative to passive strategies
Enhanced indexing: an alternative to passive strategies
Despite the success of passive investing, there are good reasons to consider an alternative approach.
04-10-2017 | Video
Cracking the country code in emerging markets
Cracking the country code in emerging markets
Emerging market investors lead exciting lives – there’s never a dull moment.
29-09-2017 | Insight
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
Rankings and risk-taking in the financial industry
Rankings and risk-taking in the financial industry
Rankings matter.
20-09-2017 | From the field
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
Net alpha is not a measure of a manager’s skill
Net alpha is not a measure of a manager’s skill
Jules van Binsbergen is an expert on topics related to both asset pricing and corporate finance.
06-09-2017 | Interview
The impact of incentive schemes on asset prices
The impact of incentive schemes on asset prices
Incentives matter.
30-08-2017 | From the field
Patience and high active share is a rare combination in asset management
Patience and high active share is a rare combination in asset management
When is active management really active?
19-06-2017 | Interview
Looking at the long-term evidence on factors
Looking at the long-term evidence on factors
How important are factor tilts?
12-06-2017 | Interview
Don’t change a winning formula
Don’t change a winning formula
“We enhance the tools but the philosophy remains unchanged – we do the same as we have always done, but try to do it better”.
12-06-2017 | Insight
Robeco sponsors PLSA ‘Made Simple Guide’ to Factor Investing
Robeco sponsors PLSA ‘Made Simple Guide’ to Factor Investing
Robeco has sponsored a new ‘Made Simple Guide’ to Factoring Investing published by the Pensions and Lifetime Savings Association (PLSA).
09-06-2017 | Insight
Hedging climate risk
Hedging climate risk
The carbon footprint of a passive equity portfolio can be reduced by 50% without sacrificing returns.
17-05-2017 | From the field
The pros and cons of ESG ratings for investment funds
The pros and cons of ESG ratings for investment funds
Monthly column from Global Equities on sustainability investing.
08-05-2017 | Column
Factor investing challenges: unintended sector biases
Factor investing challenges: unintended sector biases
Factor-based allocation has become increasingly popular in recent years.
31-03-2017 | Factor investing challenges
Decomposing fundamental indexation?
Decomposing fundamental indexation?
Previous studies have shown that the value added by fundamental indexation strategies is entirely driven by their implicit exposure to the classic value premium.
22-03-2017 | From the field
Practical implementation of credit factor strategies
Practical implementation of credit factor strategies
Well-established factors, such as Low Risk, Value, Momentum and Size, generate economically meaningful and statistically significant premiums in credit markets.
27-02-2017 | Interview
Absolute return strategies under the microscope
Absolute return strategies under the microscope
Absolute return strategies are gaining traction with investors looking for alternative sources of return.
23-02-2017 | Insight

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