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Insights

Focus themes Content type Region Client type Hide English Insights
Emerging markets first, despite Trump
Emerging markets first, despite Trump
After outperforming Developed Markets in 2016, the outlook for 2017 is positive too for Emerging Markets, says Robeco's Fabiana Fedeli.
17-02-2017 | Video
China cuts 13 Amsterdams in coal capacity
China cuts 13 Amsterdams in coal capacity
In this new series we look at stunning statistics from the world of sustainability.
15-02-2017 | Insight
Trump’s plans may be a net positive for US equities
Trump’s plans may be a net positive for US equities
Plans by new US President Donald Trump to cut taxes and regulations may outweigh the costs of tariffs and be net positive for US equities, say Boston Partners’ portfolio managers.
14-02-2017 | Insight
ESG issues significantly impact emerging debt returns
ESG issues significantly impact emerging debt returns
ESG analysis is fully integrated into the investment process of Robeco’s Emerging Debt strategy.
24-01-2017 | Insight
Open house at China Resources Power
Open house at China Resources Power
Following accusations of an environmental UN Global Compact breach, we actively engaged with China Resources & Power (CRP).
16-01-2017 | Insight
A glittering decade for Robeco Emerging Stars
A glittering decade for Robeco Emerging Stars
It has been an eventful ten years for emerging markets.
09-01-2017 | Insight
Expected Returns 2017 - 2021
Expected Returns 2017 - 2021
Download full publication
South Africa leads emerging markets ESG survey
South Africa leads emerging markets ESG survey
Robeco has been incorporating sustainability in the analysis of emerging markets companies for over 15 years.
15-12-2016 | Insight
Trump and the ‘new’ China
Trump and the ‘new’ China
Trump, trade and the ongoing transition to a ‘new’ China.
07-12-2016 | Insight
Outlook 2017: Time for Plan B
Outlook 2017: Time for Plan B
This year we have broken with tradition and compiled our look-ahead as a dynamic infographic.
28-11-2016 | Yearly outlook
Outlook 2017
Outlook 2017
28-11-2016 | Yearly outlook
Bonds shrug off Trump's Brexit-style surprise win
Bonds shrug off Trump's Brexit-style surprise win
The reaction of bond markets to Donald Trump’s surprise victory was not as bad as the aftermath of the Brexit, and could eventually benefit fixed income investors, say Robeco’s fund managers.
09-11-2016 | Insight
Investors should adopt a defensive stance to equities
Investors should adopt a defensive stance to equities
Investors should adopt a defensive stance towards stocks following the Republican landslide in the US elections, say Robeco’s equity portfolio managers.
09-11-2016 | Insight
Emerging Europe: Poland and Hungary are lost in transition
Emerging Europe: Poland and Hungary are lost in transition
After two decades of strong economic growth, emerging Europe has lost momentum.
08-11-2016 | Insight
Egypt: devaluation paves way for IMF support and economic recovery
Egypt: devaluation paves way for IMF support and economic recovery
On November 3, 2016, the Central Bank of Egypt (CBE) announced a devaluation of the Egyptian Pound (EGP), stating that from now on free market forces will set the exchange rate.
04-11-2016 | Insight
Emerging countries India and Indonesia regain their allure
Emerging countries India and Indonesia regain their allure
India and Indonesia are both overweight positions in the Robeco Emerging Markets Equities portfolio.
11-10-2016 | Insight
Engaging for sustainable palm oil
Engaging for sustainable palm oil
Palm oil is used in many products including food and cosmetics.
03-10-2016 | Research
The debt supercycle also means growing wealth
The debt supercycle also means growing wealth
Debt gets a bad rap, creating images of human figures bound in chains… but is it really that bad? It is a lot more complex than that, says asset allocator and debt investor Lukas Daalder in his analysis of the thorny subject for Robeco’s new five-year outlook.
26-09-2016 | 5-Year outlook
Emerging markets: the grain that will grow?
Emerging markets: the grain that will grow?
In the past two decades emerging markets have experienced bust, boom and lately a more stable phase.
26-09-2016 | Insight
An investor’s perspective on Turkey’s coup attempt
An investor’s perspective on Turkey’s coup attempt
After the recent coup attempt, President Recep Tayyip Erdogan has strengthened his grip on the country.
25-08-2016 | Insight
Emerging equities are on their way back
Emerging equities are on their way back
The Emerging Markets Equity team has turned tactically bullish on emerging markets equities.
02-08-2016 | Outlook
Emerging Debt fund celebrates five years of outperformance
Emerging Debt fund celebrates five years of outperformance
A renaissance for emerging markets on the back of a weaker US dollar is proving a very happy birthday for Robeco’s Emerging Debt fund.
02-08-2016 | Insight
Brazil’s problems run too deep for Olympic boost
Brazil’s problems run too deep for Olympic boost
Brazil’s economy is unlikely to win the gold medal for hosting the Olympics as its problems lie too deep, say Robeco’s experts on investing in the country.
21-07-2016 | Insight
Beware of over-reacting to Turkish coup attempt
Beware of over-reacting to Turkish coup attempt
Investors should not over-react to the attempted Turkish coup as normality returns, say Robeco’s experts on investing in the country.
18-07-2016 | Insight
Robeco New World Financial Equities: no ordinary financials fund
Robeco New World Financial Equities: no ordinary financials fund
Don't expect the standard list of banks, insurers and asset managers in the portfolio of Robeco New World Financial Equities.
27-06-2016 | Insight
Nigeria takes short-term pain
Nigeria takes short-term pain
The Central Bank of Nigeria ended a 16-month currency peg and moved to a floating exchange rate regime on 20 June.
21-06-2016 | Insight
MSCI verdict on Chinese shares could speed up liberalization
MSCI verdict on Chinese shares could speed up liberalization
A decision by MSCI to delay the inclusion of Chinese A-shares in a key index could speed up liberalization of the market, says fund manager Victoria Mio.
17-06-2016 | Insight
Winners and sinners in country sustainability rankings
Winners and sinners in country sustainability rankings
Sweden is still the world’s most sustainable country, while the UK faces a stability threat due to the Brexit vote, and the refugee crisis is a major global risk, according to the latest RobecoSAM assessment.
13-06-2016 | Research
Advance Magazine June 2016
Advance Magazine June 2016
Our latest Advance magazine leads on our successful engagement in the troubled soy food chain, plus all the latest developments in sustainability investing.
09-06-2016 | Magazine
India is playing catch up with China
India is playing catch up with China
The IMF’s April 2016 World Economic Outlook publication outlined how India will be the world’s fastest growing major economy through 2016-17 at 7.
08-06-2016 | Insight
Robeco’s star search in Asia
Robeco’s star search in Asia
In his skeptical, contrarian and patient manner, Robeco Asian Stars fund manager Michiel van Voorst searches for companies that are wrongly undervalued.
18-05-2016 | Insight
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