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Decline

Insights

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
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
Are the reports on the death of inflation highly exaggerated?
Are the reports on the death of inflation highly exaggerated?
Inflation in developed economies remains low, but it’s still too early to consign it to history.
09-11-2017 | Yearly outlook
Risks to US growth in 2018 are on the upside
Risks to US growth in 2018 are on the upside
The US economy is doing fine at the moment, but the risks to growth in 2018 are on the upside.
09-11-2017 | Yearly outlook
Finding value gets tougher as stocks hit records
Finding value gets tougher as stocks hit records
Finding bargains as stock markets continue to hit record highs is increasingly difficult, says value investor Josh Jones.
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
Emerging Markets: There’s nowhere we can’t find alpha
Emerging Markets: There’s nowhere we can’t find alpha
Read more
FANG still has teeth as tech dominance continues
FANG still has teeth as tech dominance continues
The dominance of just four tech companies is increasing, as they look set to control the next generation of online businesses as well, says trends investor Jack Neele.
24-08-2017 | Insight
The paradox of natural gas
The paradox of natural gas
Natural gas is giving investors a headache, due to a paradox in its effect on climate change.
17-08-2017 | Stunning statistics
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 | Emerging markets alert
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 | Column
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
Investment outlook 2018
Investment outlook 2018
Find out more
The Mexican wall of worry
The Mexican wall of worry
Despite the huge sell-off in Mexican corporate bonds and negative sentiment following the election of Donald Trump, contrarian credit investors Victor Verberk and Reinout Schapers still found investment opportunities.
31-03-2017 | Insight
Synchronized global recovery makes investors optimistic
Synchronized global recovery makes investors optimistic
A synchronized recovery in the world economy is making investors more optimistic, says Lukas Daalder.
07-03-2017 | Monthly outlook
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
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
It’s the economy, stupid
It’s the economy, stupid
Financial markets will continue to follow hard economic data rather than the latest rhetoric of President Trump in deciding asset values, says Robeco’s Lukas Daalder.
07-02-2017 | Monthly outlook
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
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
What does the debt supercycle mean for asset owners
What does the debt supercycle mean for asset owners
The idea of a global ‘debt supercycle’ is not as scary as it sounds, but three things do threaten stability if borrowing spirals out of control, Robeco’s experts advised asset owners at a recent webinar.
29-11-2016 | Insight
Duration significantly reduced, lowered emerging markets exposure
Duration significantly reduced, lowered emerging markets exposure
Following the bond market sell-off after the US election Robeco Global Total Return Bond Fund has made some changes in the portfolio.
29-11-2016 | Insight
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