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Insights

Flows that matter for bonds
Flows that matter for bonds
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
Keep your eye on the prize
Keep your eye on the prize
What a difference three months make!
17-04-2018 | Column
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
The outlook for credits: active managers are coming to life
The outlook for credits: active managers are coming to life
Although fundamentals are positive with a global economy firing on all cylinders, risky assets are expensive.
10-04-2018 | Quarterly outlook
Some plant trees, we plant ideas
Some plant trees, we plant ideas
Download the book
Watch your Term Premium!
Watch your Term Premium!
It crops up as a topic of discussion every now and again: the ‘term premium’.
09-04-2018 | Insight
Finding your way in emerging markets
Finding your way in emerging markets
When you decide to invest in emerging markets, there is a range of approaches to choose from.
09-04-2018 | Insight
‘We select engagement themes in a very structured way’
‘We select engagement themes in a very structured way’
Robeco’s Active Ownership team has selected five new engagement themes for 2018.
03-04-2018 | Insight
Trade war or skirmish?
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018 | Insight
Fact or fiction: SI a modern-day millennials hype
Fact or fiction: SI a modern-day millennials hype
Sustainability investing is often seen as something only pursued by millennials who are jumping on a bandwagon with their trendy friends.
26-03-2018 | Insight
Robeco Quarterly March 2018
Robeco Quarterly March 2018
The seventh edition of Robeco Quarterly – our quant, sustainability and research magazine – is published.
23-03-2018 | Insight
Finding alpha in Emerging markets
Finding alpha in Emerging markets
Download the guide
Putin gearing up for 2024
Putin gearing up for 2024
Despite the political risks, Russia offers attractive investment opportunities.
19-03-2018 | Emerging markets alert
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
Robeco puts tobacco on exclusion list
Robeco puts tobacco on exclusion list
Robeco excludes investments in the tobacco industry from its mutual funds.
08-03-2018 | Insight
US makes great progress on boardroom diversity
US makes great progress on boardroom diversity
Maybe it is because I am a woman in an industry dominated by men, and because I chose to focus on sustainability at an early stage, that I have always been interested in the topic of diversity.
02-03-2018 | Column
Robeco publishes Active Ownership Report 2017
Robeco publishes Active Ownership Report 2017
Active Ownership forms a key component of Robeco’s sustainability investing proposition, and we increasingly reap the benefits or integrating it into our investment process.
23-02-2018 | Active Ownership Report
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
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
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
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
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
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
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
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

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