globalen

Insights

Graph of the week
Graph of the week
A great expansion?
12-07-2019 | Insight
Blokland’s daily sketch
Blokland’s daily sketch

Fund managers see little inflation

16-07-2019
The Fed’s sugar rush rally
The Fed’s sugar rush rally
When the Fed starts cutting rates, it is easier to be long 2-year Treasuries than credit, says Global Macro team co-head Jamie Stuttard.
05-07-2019 | Monthly outlook
Good shepherds do not succumb to herding behavior
Good shepherds do not succumb to herding behavior
Thought crowds were wise?
19-06-2019 | From the field
There’s no need to fear yield curve inversions
There’s no need to fear yield curve inversions
Inverted yield curves may famously herald recessions, but they do not harm market returns that much, says multi-asset investor Jeroen Blokland.
08-05-2019 | Monthly outlook
Factors are a permanent feature of financial markets
Factors are a permanent feature of financial markets
Are factor premiums here to stay?
12-04-2019 | Insight
Spending one bitcoin = 330,000 credit card transactions
Spending one bitcoin = 330,000 credit card transactions
The average bitcoin transaction now uses 330,000 times more energy than a credit card, new research shows.
11-04-2019 | Stunning statistics
Enabling insurers to achieve capital-efficient returns
Enabling insurers to achieve capital-efficient returns
The majority of assets owned by insurers are invested in investment grade fixed income.
11-04-2019 | Insight
Battening down the hatches in risky assets
Battening down the hatches in risky assets
Investors fearing a downturn should not leave equity markets, but batten down some hatches in risky assets, says strategist Peter van der Welle.
08-04-2019 | Monthly outlook
The challenges of integrating ESG into Chinese A-shares
The challenges of integrating ESG into Chinese A-shares
Growing interest in sustainability investing is driving changes in markets – but it faces distinct challenges in China.
26-02-2019 | Insight
Get Real! Individuals prefer more sustainable investments
Get Real! Individuals prefer more sustainable investments
A majority of people want their pension funds to invest their money sustainably.
23-01-2019 | Research
Buy Armageddon, sell Goldilocks
Buy Armageddon, sell Goldilocks
We sold a false sense of Goldilocks, now we should buy a misplaced fear of Armageddon.
15-01-2019 | Quarterly outlook
Dutch pension funds have yet to embrace SDGs
Dutch pension funds have yet to embrace SDGs
Dutch pension funds view Sustainable Development Goals (SDGs) as an investment opportunity, but have yet to fully adopt them.
08-01-2019 | Insight
Markets see the wind taken out of their sails
Markets see the wind taken out of their sails
Markets have seen choppy waters in recent months, but four factors are positive for stocks, says strategist Peter van der Welle.
07-12-2018 | Monthly outlook
Lessons from our 2018 ‘Super Quant’ internships
Lessons from our 2018 ‘Super Quant’ internships
Top-notch investment strategies require top-notch research.
05-12-2018 | Research
An alternative after all
An alternative after all
After eight consecutive Fed rate hikes, investors finally have an alternative to risky assets: USD cash.
15-11-2018 | Insight
The potential rewards of diversifying away from US Equities
The potential rewards of diversifying away from US Equities
A perpetual problem for investors is deciding what assets to allocate to.
15-10-2018 | 5-Year outlook
The strategic case for emerging markets factor investing
The strategic case for emerging markets factor investing
Factor premiums can be found in stock markets across the world, including emerging markets.
11-10-2018 | Research
Expected Returns: Patience is a virtue
Expected Returns: Patience is a virtue
Modest returns on equities and bonds that are still in negative territory mean investors will need to be patient, our new five-year outlook predicts.
08-10-2018 | 5-Year outlook
The Essentials of Sustainable Investing
The Essentials of Sustainable Investing
It’s considered to be the future of all investing – but many have yet to put their feet on the sustainability ladder.
08-10-2018 | Insight
5-year Expected Returns: Patience is a virtue
5-year Expected Returns: Patience is a virtue
Download our Expected Returns 2019-2023 report (116 pages).
28-09-2018 | 5-Year outlook
Using crowdsourced employer reviews to select stocks
Using crowdsourced employer reviews to select stocks
Can crowdsourced data help investors take better decisions?
28-09-2018 | From the field
The power of earnings
The power of earnings
Investors should focus on the E and not just the P in the price/earnings ratio, says Robeco’s Jeroen Blokland.
10-09-2018 | Monthly outlook
Selecting managers based on their past performance
Selecting managers based on their past performance
Is past performance of any use for investors?
28-08-2018 | From the field
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 value of visibility
The value of visibility
This paper analyzes the relation between firm visibility and stock returns.
04-07-2018 | From the field
Introducing: Blokland’s daily sketch
Introducing: Blokland’s daily sketch
A new daily graph chosen by Robeco’s chart guru Jeroen Blokland will run every working day from Monday 18 June.
15-06-2018 | Insight
Fact or fiction: SI is a niche form of investing
Fact or fiction: SI is a niche form of investing
Sustainable investing has sometimes been considered niche – so the sheer size of it may come as a surprise.
11-06-2018 | Insight
The misguided beliefs of financial advisors
The misguided beliefs of financial advisors
Financial advice for private investors has been criticized to be costly or of low quality.
06-06-2018 | From the field
Achieving your investment goals with factors: enhance returns
Achieving your investment goals with factors: enhance returns
Factor-based strategies can enhance returns over the longer term.
28-05-2018 | Insight

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