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Visión de mercado

Negative yields are becoming the new normal
Negative yields are becoming the new normal
The ECB has adopted a long-term negative interest rate policy.
06-08-2019 | Visión
Two European headaches: Brexit and Italy
Two European headaches: Brexit and Italy
Drawing a line under both of these situations will help European equities deliver improved relative performance within a global equity portfolio, and banks will play a key role in this.
06-12-2018 | Visión
A first step towards normalization
A first step towards normalization
The European Central Bank is ready to raise interest rates for the first time since Draghi took office.
11-11-2018 | Visión
Excessive
Excessive
It looks unlikely that Italy’s new populist government will seek confrontation with Brussels about its budget for 2019 after all.
26-09-2018 | Columna
La crisis italiana: ¿marejada o tormenta?
La crisis italiana: ¿marejada o tormenta?
Ha hecho a un lado la guerra comercial y la saga sobre la cumbre de Corea para convertirse en el foco de atención.
07-06-2018 | Perspectiva mensual
Germany, or even Europe, to be thrown into political turmoil?
Germany, or even Europe, to be thrown into political turmoil?

Euroscepticism was put to the electoral test last year, and apparently it failed

15-02-2018 | Columna
The future of the euro: to integrate or disintegrate?
The future of the euro: to integrate or disintegrate?
The euro’s future may better lie with further integration rather than disintegration, our five-year outlook believes.
19-09-2017 | Perspectiva a 5 años
Los mercados financieros alcanzan la mayoría de edad
Los mercados financieros alcanzan la mayoría de edad
Nuestra nueva perspectiva a cinco años anticipa que los activos de mayor riesgo rendirán menos ya que los mercados financieros “alcanzarán la mayoría de edad”.
18-09-2017 | Perspectiva a 5 años
Four unjustified stress factors for high yield bonds
Four unjustified stress factors for high yield bonds
Investors in high yield bonds should be careful that they do not get carried away by the unpredictable sentiment on financial markets.
14-03-2016 | Visión
El ”helicopter money” se divisa en el horizonte
El ”helicopter money” se divisa en el horizonte
El ”helicopter money” comienza a aparecer en el radar de los bancos centrales a medida que se quedan sin munición para estimular las economías, según Lukas Daalder, de Robeco.
07-03-2016 | Visión
Robeco High Yield Bonds: obtener más de lo que se compra
Robeco High Yield Bonds: obtener más de lo que se compra
Ante la volatilidad del mercado de deuda high yield, el proceso de inversión de Robeco High Yield Bonds debe demostrar su solidez.
02-03-2016 | Visión
Investing in euro government bonds with limited interest risk
Investing in euro government bonds with limited interest risk
The Eurozone offers attractive opportunities for active bond investors.
15-09-2015 | Visión
European low-vol stocks: lessons from ‘a lost decade’
European low-vol stocks: lessons from ‘a lost decade’
Europe has seen a modest pick-up in economic growth in the first quarter, with unexpectedly strong figures coming in from France and Italy.
29-05-2015 | Visión
Expenses and dividend taxes affect European index fund and ETF returns
Expenses and dividend taxes affect European index fund and ETF returns
European index funds and exchange-traded funds underperform their benchmarks by 50 to 150 basis points per annum.
25-01-2010 | Investigación