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Insights

Fact or fiction - SI is only about negative screening
Fact or fiction - SI is only about negative screening
A persistent myth about sustainability investing is that it only includes negative screening – mainly by excluding stocks that are deemed ‘unethical’.
21-02-2018 | Insight
Best economic links of the web 2018
Best economic links of the web 2018

Cool overview of painful predictions (although probably taken out of context at times)

21-02-2018
Germany, or even Europe, to be thrown into political turmoil?
Germany, or even Europe, to be thrown into political turmoil?

Euroscepticism was put to the electoral test last year, and apparently it failed

15-02-2018 | Column
Tweaking a popular low volatility index
Tweaking a popular low volatility index
Investment solutions based on popular smart beta indices have enjoyed tremendous success.
14-02-2018 | From the field
73 gold medals in new RobecoSAM Sustainability Yearbook
73 gold medals in new RobecoSAM Sustainability Yearbook
Gold medals have been awarded to 73 companies in RobecoSAM’s Sustainability Yearbook 2018.
09-02-2018 | Insight
Graph of the week
Graph of the week
Good news for Trump!
09-02-2018 | Insight
Expected Returns 2018-2022
Expected Returns 2018-2022
Read more
How realistic are return expectations, really?
How realistic are return expectations, really?
Equities and real estate can structurally deliver returns in excess of economic growth, but within limits, says Robeco investor Lukas Daalder.
08-02-2018 | Monthly outlook
China on-site: tightening policy and industrial innovation
China on-site: tightening policy and industrial innovation
Does China’s tightening policy hamper economic growth?
07-02-2018 | Insight
No need to panic over equity market correction
No need to panic over equity market correction
There is no need to panic over the equity market correction as the underlying global economy is strong, says Robeco’s Lukas Daalder.
06-02-2018 | Insight
Quant research at Robeco: From theory to practice
Quant research at Robeco: From theory to practice
David Blitz explains why quantitative research is so important for Robeco and the investment solutions it creates.
06-02-2018 | Video
Three reasons why South Korea is our gold medalist
Three reasons why South Korea is our gold medalist
South Korea has been one of our favorite emerging markets for years.
05-02-2018 | Insight
Active duration management crucial as yields rise
Active duration management crucial as yields rise
Government bond yields are on the rise as central banks tighten their policies and global economies continue to accelerate.
05-02-2018 | Insight
Investment outlook 2018
Investment outlook 2018
Find out more
Some emerging markets are more equal than others
Some emerging markets are more equal than others
2017 was the year of the dramas that did not unfold.
01-02-2018 | Insight
Six themes to watch for financial equity investors in 2018
Six themes to watch for financial equity investors in 2018
If there’s one sector that is being transformed completely, it’s the financial sector.
31-01-2018 | Insight
Outperforming in Asia with ‘boots on the ground’
Outperforming in Asia with ‘boots on the ground’
A local presence in Asia has helped to generate outperformance over the past decade, say Robeco’s Chief Investment Officers in the region.
30-01-2018 | Insight
Consumer trends in 2018: platforms, payments and playing games
Consumer trends in 2018: platforms, payments and playing games
Low unemployment, rising wages and high consumer confidence should propel global consumption in 2018.
29-01-2018 | Insight
Lula’s conviction good news for Brazilian stock market
Lula’s conviction good news for Brazilian stock market
Lula’s conviction significantly changes the dynamics for Brazil’s presidential elections this year.
25-01-2018 | Emerging markets alert
No bond bear market yet, but watch your Bunds
No bond bear market yet, but watch your Bunds
Yields in the euro area are increasingly difficult to match with the strong economic uptick.
25-01-2018 | Quarterly outlook
Why ETFs can be more expensive than you think
Why ETFs can be more expensive than you think
The recent rise of passive and smart beta strategies has resulted mainly from the success of ETFs.
24-01-2018 | From the field
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
23-01-2018 | Video
Fact or fiction: SI is only about green issues relevant for idealists
Fact or fiction: SI is only about green issues relevant for idealists
Sustainability investing has come a long way in recent decades – though some people still think it’s only about green issues.
22-01-2018 | Insight
Why lower oil prices don’t always help the economy
Why lower oil prices don’t always help the economy
Lower oil prices don’t necessarily translate into higher economic growth, says Robeco strategist Peter van der Welle.
10-01-2018 | Insight
Stop whining about the US yield curve
Stop whining about the US yield curve
Talk of an inverted US yield curve flagging a recession is completely misplaced, says Robeco investor Lukas Daalder.
09-01-2018 | Monthly outlook
An inconvenient truth about stranded assets
An inconvenient truth about stranded assets
The world needs to wake up to the problem of trillions of dollars’ worth of stranded fossil fuel assets, says climate change campaigner Al Gore.
08-01-2018 | Insight
Are low-volatility stocks becoming expensive?
Are low-volatility stocks becoming expensive?
Due to uncertainty in financial markets, low-volatility stocks are in high demand.
04-01-2018 | Research
A love letter to economic history from the credit team
A love letter to economic history from the credit team
The credit cycle is close to the end.
04-01-2018 | Quarterly outlook
Anomalies remain strong in international equity markets after publication
Anomalies remain strong in international equity markets after publication
One oft-heard concern on factor investing is that factors could be arbitraged away.
03-01-2018 | From the field
China’s vertical forest - 10,000 tons of CO2
China’s vertical forest - 10,000 tons of CO2
An old Chinese proverb says: “The best time to plant a tree was 20 years ago; the second best time is now.
02-01-2018 | Stunning statistics
ANC leadership election results offer hope for South Africa
ANC leadership election results offer hope for South Africa
After a tight race, Cyril Ramaphosa, who pledges to fight corruption and boost economic growth, has been elected as the new ANC president.
29-12-2017 | Emerging markets alert
Five reasons to take a global approach to Credits
Five reasons to take a global approach to Credits
Many credit investors only invest in their home currency.
28-12-2017 | Insight

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