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Insights

Corporate profits boom sends stocks to new peaks
Corporate profits boom sends stocks to new peaks
Equities have shrugged off macro headwinds and hit record highs in the US thanks to strong corporate earnings.
05-11-2021 | Monthly outlook
Central bank watcher: Nerve-wracking
Central bank watcher: Nerve-wracking
Policymakers will need nerves of steel in the coming months as they weigh up inflation numbers against the growth outlook.
02-11-2021 | Insight
The profits party peaks, but the aftermath looks benign
The profits party peaks, but the aftermath looks benign
Corporate earnings which have soared in the Covid-19 recovery are now flattening out.
07-09-2021 | Monthly outlook
A new market climate? Opportunities from Joe Biden's first 100 days
A new market climate? Opportunities from Joe Biden's first 100 days
US President Joe Biden will mark his first 100 days in office on 30 April.
11-05-2021 | Webinar
How regulations promote sustainable investing
How regulations promote sustainable investing
A raft of new EU regulations is set to promote investments that can help tackle climate change.
10-05-2021 | Insight
EU gets ready for new sustainability framework
EU gets ready for new sustainability framework
Sustainable investing will become more focused and much clearer across the EU under a new regulatory framework for asset managers and their funds.
21-12-2020 | Insight
Running on fumes, in search of the next refill
Running on fumes, in search of the next refill
Markets need a major catalyst to move higher as they face headwinds led by the US elections and Covid-19, says strategist Peter van der Welle.
08-10-2020 | Monthly outlook
Unlocking value in the euro
Unlocking value in the euro
An EU stimulus program to recover from Covid-19 may be the catalyst for the euro to rise again, say Robeco’s multi-asset specialists.
07-07-2020 | Monthly outlook
Feel the Bern – the risks of the US elections
Feel the Bern – the risks of the US elections
Battered markets have a new thing to worry about: the possibility of a socialist US president, our monthly outlook warns.
05-03-2020 | Monthly outlook
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
Fixed income outlook: Upside bounce, downside risks
Fixed income outlook: Upside bounce, downside risks
Fixed income returns have been excellent in 2019.
06-01-2020 | Quarterly outlook
What’s driving the mid-cycle slowdown
What’s driving the mid-cycle slowdown
Economic growth is hitting a speed ramp, but should shift into a higher gear, says strategist Peter van der Welle.
06-09-2019 | Monthly outlook
Fed on a steady hiking path, at least for now
Fed on a steady hiking path, at least for now
At its 26 September meeting the Fed hiked rates and signaled a continuation of its gradual tightening path.
27-09-2018 | News
Duration management is key to bond returns
Duration management is key to bond returns
Active management of bond duration can protect against any future rate rises while still generating returns if yields continue to fall, says Robeco’s Olaf Penninga.
31-03-2015 | Insight
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