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The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).

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Insights

Focus themes Content type Region Client type Hide English Insights
Absolute return strategies under the microscope
Absolute return strategies under the microscope
Absolute return strategies are gaining traction with investors looking for alternative sources of return.
23-02-2017 | Insight
When paying a high multiple makes sense
When paying a high multiple makes sense
Many investors find it difficult to invest in the stocks of high-quality, high-growth companies because these companies usually trade at high valuation multiples.
22-02-2017 | Insight
UK is a hidden gem for stock picking
UK is a hidden gem for stock picking
The UK is a hidden gem for stock picking as it faces the Brexit, says portfolio manager and London resident Josh Jones.
16-02-2017 | Interview
China cuts 13 Amsterdams in coal capacity
China cuts 13 Amsterdams in coal capacity
In this new series we look at stunning statistics from the world of sustainability.
15-02-2017 | Insight
Auto industry business models set to significantly change
Auto industry business models set to significantly change
The business models of global automotive industry players will significantly change in the coming years as car use is transformed, say Robeco’s sustainability specialists.
14-02-2017 | Insight
We remain cautious on risky assets
We remain cautious on risky assets
Robeco remains cautious on risky assets following a tumultous first few weeks of the presidency of Donald Trump.
13-02-2017 | Insight
Expected Returns 2017 - 2021
Expected Returns 2017 - 2021
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Deactivating and reactivating active share
Deactivating and reactivating active share
A 2015 study challenged the usefulness of active share.
08-02-2017 | From the field
What’s bad: sugar or fat?
What’s bad: sugar or fat?
It is not fat we should worry about; it is sugar.
06-02-2017 | Insight
Core Quant Equity: it's about risk, risk, risk
Core Quant Equity: it's about risk, risk, risk
Risk management plays a central role in our Core Quant strategies.
01-02-2017 | Insight
Factor investing challenges: finding the right set of strategies
Factor investing challenges: finding the right set of strategies
Allocation to factors has become increasingly popular in recent years, but practical implementation remains a puzzle for many investors.
30-01-2017 | Insight
Cyclical and value stocks may gain from Trump presidency
Cyclical and value stocks may gain from Trump presidency
Cyclical stocks may emerge as winners from the Trump presidency if his campaign promises on infrastructure and regulation come to fruition, says value equity specialists Boston Partners.
27-01-2017 | Insight
Corporate governance is a force to be reckoned with
Corporate governance is a force to be reckoned with
This month, Robeco Global Equities team analyst Masja Zandbergen looks at corporate governance’s onward march.
27-01-2017 | Insight
‘Trumponomics’ to bring rising protectionism and isolationism
‘Trumponomics’ to bring rising protectionism and isolationism
The new era of ‘Trumponomics’ will see a rise in protectionism and isolationism, leading to souring trade relations that do not bode well for growth, says Chief Economist Léon Cornelissen.
26-01-2017 | Insight
The virtue of patience
The virtue of patience
In a previous study, Cremers showed that high active share funds beat the market on average, while low active share funds (closet indexers) do not.
25-01-2017 | From the field
A road trip tale of two Americas
A road trip tale of two Americas
The divisiveness which marked the US election campaign was plain to see during a road trip that portfolio manager Michiel Plakman took when Donald Trump beat all the odds to become President.
24-01-2017 | Insight
US Conservative: lower valuations, higher payout
US Conservative: lower valuations, higher payout
Markets reacted positively to the election of Donald Trump, who took office last week.
23-01-2017 | Insight
The outlook for property in 2017: Grinding along
The outlook for property in 2017: Grinding along
The global real estate sector has been in a prolonged upward cycle.
20-01-2017 | Yearly outlook
‘Plan B’ is better for equities than government bonds
‘Plan B’ is better for equities than government bonds
Equities remain Robeco’s preferred asset class for 2017, offering new opportunities but also risks as ‘Plan B’ is rolled out in the Trump era, says Lukas Daalder.
19-01-2017 | Insight
Investment strategists most positive on equities
Investment strategists most positive on equities
Investment experts Bob Homan (ING), Han Dieperink (Rabobank) and Gerben Jorritsma (ABN Amro) are in agreement that equities will be the most lucrative asset class for investors in 2017.
19-01-2017 | Insight
‘New world’ bodes well for financial equities
‘New world’ bodes well for financial equities
Since the election of Trump as the next US president, investors are starting to notice the financial sector’s low valuations and are allocating more money to it.
19-01-2017 | Insight
Cash is a fact, earnings an opinion
Cash is a fact, earnings an opinion
To get the best estimate of how a company is doing, our Global Equity analysts look at free cash flow rather than earnings.
19-01-2017 | Insight
Waiting for Trump makes us neutral on equities for now
Waiting for Trump makes us neutral on equities for now
Economies are doing reasonably fine, not spectacularly well.
12-01-2017 | Insight
Robeco closes successful real estate engagement program
Robeco closes successful real estate engagement program
Robeco’s Governance and Active Ownership (GAO) team is ending a three-year engagement program with the 11 real estate companies that were held in our property equities fund in 2013.
11-01-2017 | Insight
Harvesting the value premium
Harvesting the value premium
This paper* compares classic and new smart-beta indices that are designed to capture the value premium.
11-01-2017 | From the field
Investors face optimistic 2017 but with Trump risks
Investors face optimistic 2017 but with Trump risks
Investors will see the ‘winds of change’ in 2017.
09-01-2017 | Insight
A glittering decade for Robeco Emerging Stars
A glittering decade for Robeco Emerging Stars
It has been an eventful ten years for emerging markets.
09-01-2017 | Insight
Artificial intelligence: humanity's final invention?
Artificial intelligence: humanity's final invention?
Artificial intelligence (AI) is a broad concept which has been around since the 1950s.
04-01-2017 | Insight
Targeting attractive returns with limited downside risk
Targeting attractive returns with limited downside risk
Boosted by falling bond yields and rising equity markets, multi-asset products have enjoyed increasing popularity over the past few years.
21-12-2016 | Insight
The case for the size premium
The case for the size premium
This AQR working paper argues that the size effect does, in fact, exist.
16-12-2016 | From the field
South Africa leads emerging markets ESG survey
South Africa leads emerging markets ESG survey
Robeco has been incorporating sustainability in the analysis of emerging markets companies for over 15 years.
15-12-2016 | Insight
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