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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
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
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
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
Short Maturity = low risk, less volatility
Short Maturity = low risk, less volatility
Increasing volatility and rising interest rates – not really the cocktail of choice for the risk-averse credit investor.
23-05-2018 | Insight
US trade war could extinguish overheating
US trade war could extinguish overheating
Tariffs could unwittingly act as an antidote to US economic overheating, says Chief Economist Léon Cornelissen.
28-03-2018 | Insight
Best reads of 2018
Best reads of 2018
Find out more
Inflation - a little goes a long way
Inflation - a little goes a long way
Only a couple of years ago, US economists were still worrying about deflation.
19-03-2018 | Insight
Trump’s macroeconomic poison cocktail
Trump’s macroeconomic poison cocktail
Donald Trump risks a poisonous macroeconomic cocktail by both stimulating and choking off a booming US economy, says Robeco’s Lukas Daalder.
08-03-2018 | Monthly outlook
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
23-01-2018 | Video
Full 2018 Outlook 'Playing in Extra Time'
Full 2018 Outlook 'Playing in Extra Time'
After eight positive years, investors have to pose the question: how long will the party last?
09-11-2017 | Yearly outlook
Bonds are not as safe as previously assumed
Bonds are not as safe as previously assumed
Bonds may not be as safe as previously assumed, despite some highly flattering data in their favor.
09-11-2017 | Yearly outlook
Are the reports on the death of inflation highly exaggerated?
Are the reports on the death of inflation highly exaggerated?
Inflation in developed economies remains low, but it’s still too early to consign it to history.
09-11-2017 | Yearly outlook
Investment outlook 2019
Investment outlook 2019
Find out more
Risks to US growth in 2018 are on the upside
Risks to US growth in 2018 are on the upside
The US economy is doing fine at the moment, but the risks to growth in 2018 are on the upside.
09-11-2017 | Yearly outlook
Secular stagnation is a stagnating theory
Secular stagnation is a stagnating theory
Is secular stagnation for real?
22-09-2017 | 5-Year outlook
Financial markets are coming of age
Financial markets are coming of age
Riskier assets are seen returning less as financial markets face a ‘coming of age’, our new five-year outlook predicts.
18-09-2017 | 5-Year outlook
Inflation is not dead, it’s just shifted direction
Inflation is not dead, it’s just shifted direction

Inflation can never be eradicated and so central banks will pursue targets for it, even as prices fall, says Lukas Daalder

07-09-2017 | Monthly outlook
To reflate or to stagnate - that is the question
To reflate or to stagnate - that is the question
The reflation trade has dominated the financial markets over the past months.
10-04-2017 | Monthly outlook
Fixed Income Quarterly Outlook: yield drought & bond scarcity
Fixed Income Quarterly Outlook: yield drought & bond scarcity
The world economy is marked by sluggish growth and absent price pressure.
19-07-2016 | Insight
Helicopter money flies into view
Helicopter money flies into view
Helicopter money is moving onto central banks’ radar as they run out of ammunition to stimulate economies, says Robeco’s Lukas Daalder.
07-03-2016 | Monthly outlook
Sensible approach to rising interest rates
Sensible approach to rising interest rates
How should pension funds deal with the risk of rising interest rates on the capital markets?
22-12-2014 | Insight
Duration Model in periods of rising inflation
Duration Model in periods of rising inflation
Inflation is on the rise and bond investors fear further inflation increases.
01-07-2011 | Research

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