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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
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
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
Expected Returns 2018-2022
Expected Returns 2018-2022
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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
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
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
Fact or fiction: sustainability means sacrificing performance
Fact or fiction: sustainability means sacrificing performance
Sustainability investing is subject to more myths than any other style of investment.
20-12-2017 | Insight
Investment outlook 2018
Investment outlook 2018
Find out more
EU data protection regulation to boost the cybersecurity sector
EU data protection regulation to boost the cybersecurity sector
New European data privacy regulation will create many opportunities for cybersecurity companies.
20-12-2017 | Insight
We need decarbonization, not divestment
We need decarbonization, not divestment
Assessing climate risks in an investment portfolio can be a hell of a job.
19-12-2017 | Insight
Has stewardship improved things for Japanese equity investors?
Has stewardship improved things for Japanese equity investors?
Japanese equities have been shunned for their low returns on capital.
18-12-2017 | Insight
Smart investing in smart materials
Smart investing in smart materials
Global megatrends make it more important to invest differently to benefit from opportunities in smart materials, says specialist Pieter Busscher.
11-12-2017 | Insight
Are we heading for a bear market?
Are we heading for a bear market?
A series of seemingly unstoppable stock market highs has left investors wondering if a correction is coming.
08-12-2017 | Monthly outlook
Emerging market equity data help dynamic duration management
Emerging market equity data help dynamic duration management
Expectations for the fundamental drivers of bonds can be derived from financial market information.
05-12-2017 | Insight
Fintech: invest in the digital future of financials
Fintech: invest in the digital future of financials
The traditional banking business is being radically transformed.
04-12-2017 | Insight
China on-site: property bubbles and internet growth
China on-site: property bubbles and internet growth
In our bi-monthly publication on China we discuss a key concern and a key opportunity.
01-12-2017 | Insight
Behold the wind turbine as big as the Shard
Behold the wind turbine as big as the Shard
Wind turbines have come a long way since the first windmills centuries ago – with the next generation among Europe’s tallest structures.
23-11-2017 | Stunning statistics
Big data goes mobile: the digital infrastructure
Big data goes mobile: the digital infrastructure
Given the upcoming tsunami of data, our mobile communication infrastructure has to evolve towards 5G.
21-11-2017 | Insight
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
Playing in extra time
Playing in extra time
The market rally seems to be never-ending – but the whistle may be about to be blown on this high-scoring game.
09-11-2017 | Yearly outlook
Will QT hurt?
Will QT hurt?
Equity rallies that have moved into ‘extra time’ could result in penalties with the dawn of quantitative tightening.
09-11-2017 | Yearly outlook
The winner takes all!
The winner takes all!
The growth of online companies that now dominate markets may be creating a ‘winner-takes-all’ principle, creating a worrying trend.
09-11-2017 | Yearly outlook
Does underinvestment threaten growth?
Does underinvestment threaten growth?
The notion that investments by the private sector are lacking is popular nowadays – but things may not be as bad as they seem.
09-11-2017 | Yearly outlook
China on-site: debt concerns and consumption upgrades
China on-site: debt concerns and consumption upgrades
This new bi-monthly publication discusses both a key concern and a key opportunity in China.
01-11-2017 | Insight
US equities: the force is strong with this one
US equities: the force is strong with this one
US equities are expensive, but they retain the momentum of a Star Wars hero, says Robeco’s Lukas Daalder.
09-10-2017 | Monthly outlook
Industrial innovation: hype or investment opportunity?
Industrial innovation: hype or investment opportunity?
The world is on the eve of the fourth industrial revolution.
09-10-2017 | Insight

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