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Insights

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Fears of Trump's impact on China overstated
Fears of Trump's impact on China overstated
Will the competing agendas of Xi and Trump cause turmoil in emerging markets?
22-06-2017 | Insight
Trump withdraws from Paris Agreement, so what now?
Trump withdraws from Paris Agreement, so what now?
It seems to me – and I don’t seem to be alone in this – that Trump is taking rearguard action.
06-06-2017 | Insight
European equities are punching below their weight
European equities are punching below their weight
Stocks in Europe are surprisingly unloved, despite a strong earnings season which has raised their relative attractiveness versus the US.
09-05-2017 | Monthly outlook
Tesla is now more valuable than Ford and GM
Tesla is now more valuable than Ford and GM
Every month we look at stunning statistics from the world of sustainability.
20-04-2017 | Stunning statistics
US Conservative: the best defense
US Conservative: the best defense
It is hard to predict when the present uptrend will end in the US, but it always pays to reduce volatility with a Conservative strategy.
22-02-2017 | Video
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 | Active Ownership Report
Expected Returns 2017 - 2021
Expected Returns 2017 - 2021
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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
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
‘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
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
‘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
The rise of Factor Investing,  is it just a hype?
The rise of Factor Investing, is it just a hype?
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Financials are back with a vengeance
Financials are back with a vengeance
Donald Trump’s election as the next president of the United States has firmly pushed up financial stock prices.
13-12-2016 | Insight
Trump and the ‘new’ China
Trump and the ‘new’ China
Trump, trade and the ongoing transition to a ‘new’ China.
07-12-2016 | Insight
WSDKWTWD – We Simply Don’t Know What Trump Will Do
WSDKWTWD – We Simply Don’t Know What Trump Will Do
President Trump will have to deal with many well-known acronyms when he takes office, including NAFTA and NATO.
07-12-2016 | Monthly outlook
A long-term perspective
A long-term perspective
The 2015 edition of the Global Investment Returns Yearbook published by Credit Suisse contained several interesting long-term analyses.
30-11-2016 | From the field
Trump is currently good for equities but bad for bonds
Trump is currently good for equities but bad for bonds
Remarkable.
17-11-2016 | Insight
Trump’s rhetoric versus reality will center on three issues
Trump’s rhetoric versus reality will center on three issues
President Donald Trump will face three major issues when he takes office, as pre-election rhetoric turns into harsh economic reality, says Robeco’s Lukas Daalder.
14-11-2016 | Monthly outlook
Increased uncertainty after Trump triumphs
Increased uncertainty after Trump triumphs
Investors face increased uncertainty after Donald Trump was confirmed as the next President of the United States, defeating Hillary Clinton in a close-fought but bitter race.
09-11-2016 | Insight
Investors should adopt a defensive stance to equities
Investors should adopt a defensive stance to equities
Investors should adopt a defensive stance towards stocks following the Republican landslide in the US elections, say Robeco’s equity portfolio managers.
09-11-2016 | Insight
Don’t rule out a Democrat landslide in US elections
Don’t rule out a Democrat landslide in US elections
Investors should not rule out a Democratic Party landslide as Americans go to the polls to elect a new President and Congress, says Chief Economist Léon Cornelissen.
31-10-2016 | Insight
America a melting pot of opportunity mixed with stalemate
America a melting pot of opportunity mixed with stalemate
America is a melting pot of opportunity mixed in with political stalemate that will give its new president a difficult path to steer, says Chief Economist Léon Cornelissen.
17-10-2016 | Insight
Cut out the noise when investing in global equities
Cut out the noise when investing in global equities
Investors should ignore macroeconomic noise and focus on finding the best value when investing in global equities, says fund manager Josh Jones.
05-10-2016 | Insight
Year-to-date: Trend investing: I’ve seen the future and it will be
Year-to-date: Trend investing: I’ve seen the future and it will be
How should you go about investing in developments that will shape the future?
11-08-2016 | Insight
The ‘volatile season’ is about to begin
The ‘volatile season’ is about to begin
The ‘volatile season’ is about to begin as investors face what is historically the bumpiest time of the year, with some genuine things to worry about, says Robeco’s Lukas Daalder.
03-08-2016 | Insight
Trend investing: I’ve seen the future and it will be
Trend investing: I’ve seen the future and it will be
How should you go about investing in developments that will shape the future?
28-04-2016 | Insight
Five reasons why value will be back with a vengeance
Five reasons why value will be back with a vengeance
Value investors have had a rough ride over the past 18 months, but the tide may now be turning due to five major catalysts, says US fund manager Mark Donovan.
24-03-2016 | Insight
US election race swings in Clinton’s favor
US election race swings in Clinton’s favor
The US presidential election race has turned in Hillary Clinton’s favor after she and her Republican rival Donald Trump won big victories in the ‘Super Tuesday’ primaries, says Chief Economist Léon Cornelissen.
02-03-2016 | Insight
Investment experts: investors should steer a pragmatic course
Investment experts: investors should steer a pragmatic course
Investors are still operating in a difficult, volatile market.
25-01-2016 | Yearly outlook
Unlocking global opportunities in equities
Unlocking global opportunities in equities
In a recent webinar, Funds Europe spoke to Chris Hart, portfolio manager of the Robeco Boston Partners Global Premium Equities Fund, about how he seeks to tap into global opportunities from a value and growth perspective.
12-01-2016 | Interview
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