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Insights

Markets will mirror vaccination success
Markets will mirror vaccination success
Vaccination rates acting as the key to ending the Covid-19 crisis are seen determining market success in early 2021.
08-01-2021 | Monthly outlook
Letter from the CIO: Stay contrarian
Letter from the CIO: Stay contrarian
Keep questioning the consensus in 2021, says Victor Verberk, Robeco’s CIO Fixed Income and Sustainability.
07-01-2021 | 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
The Value tortoise is on the move
The Value tortoise is on the move
The availability of an effective Covid-19 vaccine may trigger a revival for Value investing, says Robeco strategist Peter van der Welle.
08-12-2020 | Monthly outlook
SI Digital Explore: The need to integrate ESG into the investment process
SI Digital Explore: The need to integrate ESG into the investment process
The structural integration of ESG information is not a simple overlay for investors, but should be structurally embedded in all aspects of portfolio building.
03-12-2020 | Insight
Central bank watcher: Bridging the gap
Central bank watcher: Bridging the gap
Additional fiscal support and continued easy financial conditions seem essential in bridging economies to a time of widespread vaccination.
30-11-2020 | Insight
All eyes on fiscal stimulus as US awaits election results
All eyes on fiscal stimulus as US awaits election results
Investors should focus on likely levels of fiscal stimulus from the eventual winners of the US elections, says multi-asset investor Jeroen Blokland.
04-11-2020 | Insight
Interest rates – don’t be so negative
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | 5-Year outlook
Carbon pricing, asset allocation and climate goals
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020 | 5-Year outlook
Expected Returns – watch the full show
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Video
Brave real world: the main takeaways from Expected Returns
Brave real world: the main takeaways from Expected Returns
The Covid-19 pandemic has completely changed the world, making it much harder for investors to navigate likely conditions for the major asset classes.
09-10-2020 | Video
Addressing carbon risk in investor portfolios
Addressing carbon risk in investor portfolios
Investors have a role to play in facilitating the transition to a low-carbon economy.
09-10-2020 | Video
The threat of inflation and its implication for rates
The threat of inflation and its implication for rates
To mitigate the economic effects of the Covid-19 pandemic, unprecedented policy support has been implemented by governments and central banks.
09-10-2020 | Video
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
Why diversity and demographics favor investing in India
Why diversity and demographics favor investing in India
Investors looking for growth may start turning to a diverse country with more middle-class consumers than the whole of Europe – India.
07-10-2020 | Insight
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Few would doubt that the Covid-19 pandemic has completely changed the world.
29-09-2020 | 5-Year outlook
Credit outlook: Markets already have the vaccine
Credit outlook: Markets already have the vaccine
The world is waiting for a vaccine that will enable us to return to our normal lives.
29-09-2020 | Insight
Long-term Expected Returns
Long-term Expected Returns
The purpose of this report is to show our long-term return expectations for a wide set of asset classes.
29-09-2020 | 5-Year outlook
Five years of SDGs, five lessons learned
Five years of SDGs, five lessons learned
The UN’s Sustainable Development Goals (SDGs) celebrate their fifth anniversary this month – so, what have we learned?
25-09-2020 | Insight
Gross Domestic Past-it – rethinking how we value societal progress
Gross Domestic Past-it – rethinking how we value societal progress
The Covid-19 crisis has shown that we need to find other ways of measuring national success than just GDP, Robeco’s sustainability experts say.
22-09-2020 | Insight
Shifting into neutral in multi-asset portfolios
Shifting into neutral in multi-asset portfolios
The improving global economy has made bonds less attractive compared to equities, says multi-asset investor Jeroen Blokland.
07-09-2020 | Monthly outlook
Sizing up Chinese equities – a market too big to ignore
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | Insight
Business leaders brainstorm the sustainable future at SI Explore
Business leaders brainstorm the sustainable future at SI Explore
Corporate leaders must get on the sustainability train, collaborate more with investors, embrace youth and see how everything is a sub-set of nature.
27-07-2020 | Insight
Green signs, value and grandmother’s cupboard
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020 | Insight
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
Linking economic activities with the SDGs
Linking economic activities with the SDGs
A new research paper has mapped the impact that economic activity has on achieving the UN’s Sustainable Development Goals.
30-06-2020 | Insight
Showing your metal – adding commodities to the mix
Showing your metal – adding commodities to the mix
The time has come to invest in commodities as we emerge from the Covid-19 recession, says multi-asset specialist Jeroen Blokland.
05-06-2020 | Monthly outlook
Will the oil price crash lower carbon footprints?
Will the oil price crash lower carbon footprints?
An historic plunge in the oil price has raised hopes that carbon footprints could be permanently cut – but this may be wishful thinking.
08-05-2020 | Monthly outlook
Covid-19 exposes weaknesses in country sustainability
Covid-19 exposes weaknesses in country sustainability
The coronavirus has highlighted how vulnerable a nation can become to a sudden crisis, RobecoSAM warns in a new report.
01-05-2020 | Insight
A negative oil price – a market quirk, or the ‘new normal’?
A negative oil price – a market quirk, or the ‘new normal’?
The price of US oil temporarily dipped below zero for the first time in history, which means an oil supplier has to pay someone to take it off their hands.
21-04-2020 | Insight
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