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Insights

In denial, but for how long?
In denial, but for how long?
In our latest Central Bank Watcher, we examine the policy and actions of the world’s major central banks.
11-01-2019 | Insight
It’s late cycle but not end cycle
It’s late cycle but not end cycle
Markets continue to be weak and volatile, while growth expectations are depressed globally.
10-01-2019 | Quarterly outlook
The outlook for credits: The emperor is naked
The outlook for credits: The emperor is naked
Despite our repeated concerns about high corporate leverage and too much risk appetite, it is only now that credit markets are beginning to react to the global economic slowdown, and the next recession is being openly discussed.
20-12-2018 | Quarterly outlook
Multi-factor bonds: an alternative to passive fixed income
Multi-factor bonds: an alternative to passive fixed income
A growing number of investors are implementing their fixed income strategies through passive Exchange Traded funds (ETFs).
28-11-2018 | Insight
Bond. Corporate Bond
Bond. Corporate Bond
What should and should not be included in strategic asset allocation is a hotly debated topic.
05-11-2018 | 5-Year outlook
Tightening in tougher conditions
Tightening in tougher conditions
In our new Central Bank Watcher, we examine the policy and actions of the world’s major central banks (Federal Reserve, European Central Bank, People’s Bank of China and the Bank of Japan).
30-10-2018 | Insight
Best reads of 2018
Best reads of 2018
Find out more
All roads lead to Rome but few lead to Italian debt sustainability
All roads lead to Rome but few lead to Italian debt sustainability
It was a warning made two and a half centuries ago – but it has stood the test of time.
29-10-2018 | 5-Year outlook
Beware the monetary tide is turning
Beware the monetary tide is turning
Tighter dollar liquidity and a trade war that is fast becoming a deeper economic struggle will continue to affect markets.
24-10-2018 | Quarterly outlook
The outlook for credits: crowding out credit
The outlook for credits: crowding out credit
The US economy is still firing on all cylinders.
05-10-2018 | Quarterly 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
End of the easy money era
End of the easy money era
For the first time since 2009 all the major central banks are singing from the same hymn sheet: the only way is up!
21-08-2018 | Insight
Fact or fiction: SI does not work in emerging markets
Fact or fiction: SI does not work in emerging markets
Sustainability investing is well established in the West, though some doubt whether it can work in emerging markets battling with bigger issues.
08-08-2018 | Insight
Investment outlook 2019
Investment outlook 2019
Find out more
Trade risks are complicating the picture for bonds
Trade risks are complicating the picture for bonds
The trade war threat and political risks in Italy are reasons to remain cautious on bonds.
20-07-2018 | Quarterly outlook
Three years of successful factor investing in credit markets
Three years of successful factor investing in credit markets
Factor investing also works in credit markets.
19-07-2018 | Insight
Fact or fiction: SI only works with equities
Fact or fiction: SI only works with equities
Hundreds of investors are convinced that sustainability investing offers a better way of buying equities.
16-07-2018 | Insight
The outlook for credits: a slow bleed?
The outlook for credits: a slow bleed?
We are past the peak of the credit cycle and uncertainty lies ahead.
06-07-2018 | Quarterly outlook
Buy-and-maintain: maatwerk als standaard
Buy-and-maintain: maatwerk als standaard
A buy-and-maintain strategy inherently requires a customized solution.
18-06-2018 | 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
A multi-asset analysis of factors over 200 years
A multi-asset analysis of factors over 200 years
What makes a factor relevant?
04-06-2018 | Insight
Quantity to quality – China’s growth shift
Quantity to quality – China’s growth shift
However you look at it, growth in China is decelerating.
29-05-2018 | Insight
Reach for yield vs. reach for safety
Reach for yield vs. reach for safety
Interested in low-risk bonds?
16-05-2018 | From the field
Fact or fiction: SI does not have enough data to work
Fact or fiction: SI does not have enough data to work
They say that ‘information is power’, but is there enough of it available to show whether sustainability investing works?
14-05-2018 | Insight
How to quantify a company’s contribution to the UN SDGs?
How to quantify a company’s contribution to the UN SDGs?
Earning a good return and contributing to the Sustainable Development Goals at the same time?
11-05-2018 | Insight
Graham and Dodd Award puts Robeco’s research on credit factor investing in the spotlight
Graham and Dodd Award puts Robeco’s research on credit factor investing in the spotlight
Already very popular in equity markets, factor investing is now catching on in other asset classes too, in particular for corporate bonds.
01-05-2018 | Insight
Active duration management crucial as US yield tops 3%
Active duration management crucial as US yield tops 3%
Government bond yields are on the rise globally as central banks tighten their policies and global economies continue to accelerate.
26-04-2018 | Insight
Fact or fiction: SI has no clear impact on society
Fact or fiction: SI has no clear impact on society
Sustainability investing has risen to become a high-profile form of managing money – but does it actually benefit anyone else?
23-04-2018 | Insight
Flows that matter for government bonds
Flows that matter for government bonds
Government bond markets are extremely sensitive to any upside surprise in US inflation expectations.
20-04-2018 | Quarterly outlook
Intrinsic Momentum is also important for bonds
Intrinsic Momentum is also important for bonds
Should investors also ‘residualize’ bond momentum?
18-04-2018 | From the field
The truth about sustainability investing: fact & fiction
The truth about sustainability investing: fact & fiction
Sustainability investing – you have probably heard of it, but do you have all the facts about it?
13-04-2018 | Video
Fact-checking nine common ideas about sustainability investing
Fact-checking nine common ideas about sustainability investing
Interest in sustainability investing has picked up massively in recent years, and with the growing interest has come a growing misconception of what people think it means.
13-04-2018 | Insight

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