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Insights

Graph of the week
Graph of the week

The vicious cycle

29-05-2020 | Insight
Blokland’s daily sketch
Blokland’s daily sketch
A European game changer?
29-05-2020
‘ESG has worked as a performance cushion during the sell-off’
‘ESG has worked as a performance cushion during the sell-off’
Chris Berkouwer talks about how his Sustainable Global Stars Equities strategy has weathered the storm during the Covid-19 sell-off, with the sustainable profile working as a performance cushion.
07-05-2020 | Video
Is it time to favor North Asia over the US?
Is it time to favor North Asia over the US?
We thought we had seen it all, or almost all, and then the ball comes out of left field.
14-04-2020 | Quarterly outlook
Staying the course and being selective reaps long-term rewards in EM
Staying the course and being selective reaps long-term rewards in EM
Emerging markets equity strategies with their value tilt should typically underperform in risk-off markets.
08-04-2020 | Insight
Podcast: Corona, oil price war and falling markets – what to do?
Podcast: Corona, oil price war and falling markets – what to do?
“If you wake up and see -6%, you know what kind of day it is going to be.
07-04-2020 | Podcast
Every dark cloud has a silver lining
Every dark cloud has a silver lining
The unprecedented market volatility presents opportunities for discerning equity investors.
18-03-2020 | Video
Market update: what now, what next?
Market update: what now, what next?
While it is never fun to be in the midst of a market meltdown, we have learned that this is a good time to be long-term, active investors.
16-03-2020 | Insight
Webinar: Policy missteps could hurt markets more than the virus
Webinar: Policy missteps could hurt markets more than the virus
We discuss how the implications of the coronavirus are shaping the long-term investment strategy for equities.
03-03-2020 | Webinar
From alchemy to gold – how ESG adds value in a Robeco fund
From alchemy to gold – how ESG adds value in a Robeco fund
Sustainability was responsible for 20% of the outperformance in a Robeco fund over three years, new analysis shows.
23-01-2020 | Insight
Mind the skew – stocks may not yet have peaked
Mind the skew – stocks may not yet have peaked
A curious skew in historical stock returns means global equities may have some upside left, says strategist Peter van der Welle.
09-01-2020 | Monthly outlook
Data sets – historical returns of the market portfolio
Data sets – historical returns of the market portfolio
A research-driven approach is at the core of everything we do.
06-01-2020 | Data sets
The tide is turning for value investing
The tide is turning for value investing
It will be ‘game on’ for value stocks next year after a miserable period for the investment style, says Portfolio Manager Josh Jones.
09-12-2019 | Insight
Never a dull moment: 25 years of emerging market investing
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | Insight
Calm in Storm: Beyond the trade war
Calm in Storm: Beyond the trade war
Over the past year, regional equity market allocation has been heavily influenced by investors’ expectations on the outcome of the US-China trade war.
21-11-2019 | Yearly outlook
The Sea Still Rises: Extending the bull market
The Sea Still Rises: Extending the bull market
With a recession to be avoided and earnings growth to return, we believe global equities have further to go.
14-11-2019 | Yearly outlook
Understanding climate change risk in portfolios
Understanding climate change risk in portfolios
Creating portfolios that are resilient to climate change is not just an issue of decarbonizing, says RobecoSAM’s Jacob Messina.
05-11-2019 | Insight
Welcome to the world of pinball investing
Welcome to the world of pinball investing
In a whirlwind of contradicting news, markets seem to have created a new investment style: pinball.
29-10-2019 | Column
The brand-new pinball style
The brand-new pinball style
The past few weeks have been filled with news of US-China trade talks and Brexit.
23-10-2019 | Quarterly outlook
Giving China its rightful share in your portfolio
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
23-10-2019 | 5-Year outlook
Manufacturing versus services – a tale of two indices
Manufacturing versus services – a tale of two indices
Investors need to nuance weaker confidence in manufacturing, as services data is a stronger signal, says portfolio manager Rikkert Scholten.
08-10-2019 | Monthly outlook
Tackling the Achilles heel of the financial sector
Tackling the Achilles heel of the financial sector
Since the global financial crisis, US banks have paid more than USD 160 billion in fines for non-compliance.
24-09-2019 | Research
Digital twins and machine vision: exciting themes of ‘smart’ production
Digital twins and machine vision: exciting themes of ‘smart’ production
Manufacturing as we know it is coming to an end.
30-08-2019 | Insight
'The impact of cyber risks has changed, and companies have to raise the standards'
'The impact of cyber risks has changed, and companies have to raise the standards'
Information on the cybersecurity of companies and their products is hard to obtain at the moment.
24-07-2019 | Insight
Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Investing in a world of binary outcomes
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | Quarterly outlook
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
Post G20 expect delays on a trade deal, but we still need one
Post G20 expect delays on a trade deal, but we still need one
Reaching a trade deal would be crucial for equity markets.
05-07-2019 | Insight
The digital toolbox: emergency care for our health care system
The digital toolbox: emergency care for our health care system
Is the end in sight for the malaises that plague today’s health care industry?
04-07-2019 | Research
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
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