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Insights

Focus themes Content type Region Client type Hide English Insights
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
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
Expected Returns 2017 - 2021
Expected Returns 2017 - 2021
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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 | Insight
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
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
Bonds shrug off Trump's Brexit-style surprise win
Bonds shrug off Trump's Brexit-style surprise win
The reaction of bond markets to Donald Trump’s surprise victory was not as bad as the aftermath of the Brexit, and could eventually benefit fixed income investors, say Robeco’s fund managers.
09-11-2016 | Insight
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
Finding the best picks in high yield bonds
Finding the best picks in high yield bonds
The high yield bonds market offers a unique set of opportunities in an environment of low interest rates, but you need to know where to look, says portfolio manager Sander Bus.
11-10-2016 | 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
The debt supercycle also means growing wealth
The debt supercycle also means growing wealth
Debt gets a bad rap, creating images of human figures bound in chains… but is it really that bad? It is a lot more complex than that, says asset allocator and debt investor Lukas Daalder in his analysis of the thorny subject for Robeco’s new five-year outlook.
26-09-2016 | 5-Year outlook
Elegant twist shifts policy focus at Bank of Japan
Elegant twist shifts policy focus at Bank of Japan
An “elegant twist” in monetary policy by the Bank of Japan has shifted its focus to controlling bond yields rather than printing money, says Chief Economist Léon Cornelissen.
22-09-2016 | Insight
Clinton and Trump: differences and similarities
Clinton and Trump: differences and similarities
Hillary Clinton and Donald Trump seem to be worlds apart in their election programs.
19-09-2016 | Interview
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? Robeco trend investor Henk Grootveld has some answers.
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
Who will handle economics in a Clinton or Trump presidency?
Who will handle economics in a Clinton or Trump presidency?
A future US President Clinton or Trump will need to appoint someone to handle economics as neither has any experience in this vital field, says Robeco Chief Economist Léon Cornelissen.
16-06-2016 | Insight
Dare to be contrarian with Robeco Global Credits
Dare to be contrarian with Robeco Global Credits
Victor Verberk is bracing himself for more market volatility for corporate bonds.
12-05-2016 | Insight
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