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Insights

Graph of the week
Graph of the week

Germany avoids recession by the skin of its teeth

18-01-2019 | Insight
Blokland’s daily sketch
Blokland’s daily sketch
It’s not all about trade – or is it?
18-01-2019
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 | Insight
Best reads of 2018
Best reads of 2018
Find out more
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 | Insight
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 Sustainability Investing
The Essentials of Sustainability 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
Investment outlook 2019
Investment outlook 2019
Find out more
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
Sustainability 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
Transitioning from procyclical to countercyclical behavior
Transitioning from procyclical to countercyclical behavior
Are large institutional investors pro- or countercyclical?
02-05-2018 | From the field
Fundamental Law of Active Management shows way to higher information ratio
Fundamental Law of Active Management shows way to higher information ratio
The Fundamental Law of Active Management by Grinold and Kahn is designed to assess the value of active management, as expressed by the information ratio, using only two variables.
09-04-2018 | Insight
No need to panic over equity market correction
No need to panic over equity market correction
There is no need to panic over the equity market correction as the underlying global economy is strong, says Robeco’s Lukas Daalder.
06-02-2018 | Insight
An inconvenient truth about stranded assets
An inconvenient truth about stranded assets
The world needs to wake up to the problem of trillions of dollars’ worth of stranded fossil fuel assets, says climate change campaigner Al Gore.
08-01-2018 | 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
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
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
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

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