spaines

Visión de mercado

Perspectivas 2021: Resolver el trilema
Perspectivas 2021: Resolver el trilema
En 2021, el principal reto para las autoridades será encontrar el justo equilibrio entre tres cosas: la salud pública, el funcionamiento normal de la economía y la libertad personal.
19-11-2020 | Perspectiva anual
Trends and thematic investing: cutting through short-term noise
Trends and thematic investing: cutting through short-term noise
A growing body of academic literature shows that only a small number of listed stocks account for most of the long-term shareholder value created in the stock market.
16-11-2020 | Visión
Driving change at carmakers
Driving change at carmakers
A multi-decade transformational change has begun at carmakers that will identify the winners and losers for investors.
09-11-2020 | Visión
'Most stocks do not outperform Treasury Bills in the long run'
'Most stocks do not outperform Treasury Bills in the long run'
A growing number of studies show that a tiny fraction of stocks account for virtually all the value created in the equity market.
30-10-2020 | Entrevista
Green hydrogen: powering the low-carbon future
Green hydrogen: powering the low-carbon future
Interview with Thiemo Lang, Senior Portfolio Manager, RobecoSAM Smart Energy and Smart Mobility strategies.
27-10-2020 | Entrevista
Mantener la vista fija en la pelota
Mantener la vista fija en la pelota
Sé mucho, la verdad.
19-10-2020 | Columna
Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | Perspectiva a 5 años
Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | Perspectiva trimestral
Reports of the death of the office are greatly exaggerated
Reports of the death of the office are greatly exaggerated
The widespread lockdowns of 2020 have proved that remote working is a valid alternative to traditional office working.
14-10-2020 | Visión
Expected Returns – watch the full show
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Vídeo
Brave real world: the main takeaways from Expected Returns
Brave real world: the main takeaways from Expected Returns
The Covid-19 pandemic has completely changed the world, making it much harder for investors to navigate likely conditions for the major asset classes.
09-10-2020 | Vídeo
Funcionando con lo básico, esperando nuevos impulsos
Funcionando con lo básico, esperando nuevos impulsos
Los mercados necesitan un catalizador significativo para volver a subir, ya que se ven lastrados por factores como las elecciones estadounidenses y el Covid-19, según el estratega Peter van der Welle.
08-10-2020 | Perspectiva mensual
Why diversity and demographics favor investing in India
Why diversity and demographics favor investing in India
Investors looking for growth may start turning to a diverse country with more middle-class consumers than the whole of Europe – India.
07-10-2020 | Visión
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Pocos lo dudan, la pandemia Covid-19 ha cambiado el mundo por completo.
29-09-2020 | Perspectiva a 5 años
Long-term Expected Returns
Long-term Expected Returns
The purpose of this report is to show our long-term return expectations for a wide set of asset classes.
29-09-2020 | Perspectiva a 5 años
Podcast: ‘The pressure on value investors is almost unbearable’
Podcast: ‘The pressure on value investors is almost unbearable’
Value has underperformed growth in the large-cap space by 43% in the past year.
28-09-2020 | Podcast
Robeco strengthens exclusions policy for fossil fuels
Robeco strengthens exclusions policy for fossil fuels
Robeco is extending its exclusion policy for fossil fuel producers and users to its entire range of strategies to help combat global warming.
24-09-2020 | Visión
Settling the Size matter in equities
Settling the Size matter in equities
The equity Size premium has failed to materialize since its discovery, almost forty years ago.
23-09-2020 | Investigación
No bubble for tech, but can their mega-growth last?
No bubble for tech, but can their mega-growth last?
Tech stocks are not in a bubble that was pricked this week, though their staggering growth may not be sustainable, says Robeco investor Michiel Plakman.
10-09-2020 | Visión
Adoptamos una posición neutral en las carteras multiactivos
Adoptamos una posición neutral en las carteras multiactivos
La mejoría de la economía mundial ha hecho que los bonos resulten menos atractivos en comparación con la renta variable, según el gestor multiactivos Jeroen Blokland.
07-09-2020 | Perspectiva mensual
Sizing up Chinese equities – a market too big to ignore
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | Visión
SI Opener: La industria minera, una pieza esencial para avanzar hacia una economía más verde
SI Opener: La industria minera, una pieza esencial para avanzar hacia una economía más verde
La minería es un sector complejo, que a menudo se considera poco sostenible.
08-08-2020 | SI Opener
El streaming es el futuro de los medios audiovisuales
El streaming es el futuro de los medios audiovisuales
La digitalización del consumo es una de las tendencias en las que se centra nuestra estrategia Global Consumer Trends.
23-07-2020 | Visión
Señales verdes, value y el armario de la abuela
Señales verdes, value y el armario de la abuela
Los inversores nunca dejamos de aprender.
20-07-2020 | Visión
Gradually preparing for a rotation
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | Visión
US-China conflict: the pressure intensifies on ADRs
US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020 | Visión
Factor investing: will the benefit of having a small and mid-cap tilt return?
Factor investing: will the benefit of having a small and mid-cap tilt return?
The March 2020 market sell-off hit small and mid-caps stocks especially hard.
11-05-2020 | Visión
Now more than ever, it’s time to think outside the Fama-French factor box
Now more than ever, it’s time to think outside the Fama-French factor box
2010-2019 was a lost decade for the Fama-French factors.
28-04-2020 | Investigación
Comida a domicilio online: Pese a los obstáculos del Covid-19, el potencial de crecimiento sigue intacto
Comida a domicilio online: Pese a los obstáculos del Covid-19, el potencial de crecimiento sigue intacto
La digitalización del consumo es uno de los cambios estructurales en los que se centra la estrategia Global Consumer Trends.
28-04-2020 | Visión
A negative oil price – a market quirk, or the ‘new normal’?
A negative oil price – a market quirk, or the ‘new normal’?
The price of US oil temporarily dipped below zero for the first time in history, which means an oil supplier has to pay someone to take it off their hands.
21-04-2020 | Visión