spaines

Visión de mercado

From deep value to ‘value with a future’
From deep value to ‘value with a future’
As the global economy continues to recover, our positive stance on global equity markets remains well underpinned.
28-04-2021 | Perspectiva trimestral
Mantener la vista fija en la pelota
Mantener la vista fija en la pelota
Sé mucho, la verdad.
19-10-2020 | Columna
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
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
Staying the course and being selective reaps long-term rewards in EM
Staying the course and being selective reaps long-term rewards in EM
Emerging markets equity strategies with their value tilt should typically underperform in risk-off markets.
08-04-2020 | Visión
Bienvenidos al mundo de la inversión pinball
Bienvenidos al mundo de la inversión pinball
Ante el torbellino de noticias contradictorias, los mercados parecen haber alumbrado un nuevo estilo de inversión: la inversión "pinball".
29-10-2019 | Columna
Guide to emerging markets
Guide to emerging markets
When you decide to invest in emerging markets, there is a range of approaches to choose from.
09-04-2018 | Visión
Two emerging market strategies can be stronger than one
Two emerging market strategies can be stronger than one
Emerging market equity investors have a wide range of strategies to choose from.
13-09-2017 | Visión
Nunca hay que cambiar una fórmula de éxito
Nunca hay que cambiar una fórmula de éxito
“Mejoramos las herramientas, pero la filosofía sigue siendo la misma.
12-06-2017 | Visión
A glittering decade for Robeco Emerging Stars
A glittering decade for Robeco Emerging Stars
It has been an eventful ten years for emerging markets.
09-01-2017 | Visión