Visión de mercado

¿Cómo van a gestionar los fabricantes de automóviles la extinción del diésel?
¿Cómo van a gestionar los fabricantes de automóviles la extinción del diésel?
Las elevadas emisiones de NOx y los escándalos sobre los tests están precipitando el final de la era del diésel.
16-11-2017 | Visión
Jugando en tiempo de descuento
Jugando en tiempo de descuento
La subida de los mercados parece no tener fin pero, con el marcador tan alto, puede que el pitido final suene pronto.
09-11-2017 | Perspectiva anual
Trump centra de nuevo la atención de los inversores de renta fija
Trump centra de nuevo la atención de los inversores de renta fija
La falta de inflación salarial no debería hacer que los inversores de renta fija bajen la guardia.
25-10-2017 | Perspectiva trimestral
Best economic links of the web
Best economic links of the web
Men: risk takers, day traders.
20-11-2017
Graph of the week
Graph of the week

Powell and the end of the bond market rally

17-11-2017 | Visión
What constitutes a quality board?
What constitutes a quality board?
How to assess what’s happening behind closed doors?
14-11-2017 | Visión
Conozca los principios básicos del Factor Investing
Conozca los principios básicos del Factor Investing
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Full 2018 Outlook 'Playing in Extra Time'
Full 2018 Outlook 'Playing in Extra Time'
After eight positive years, investors have to pose the question: how long will the party last?
09-11-2017 | Perspectiva anual
Will QT hurt?
Will QT hurt?
Equity rallies that have moved into ‘extra time’ could result in penalties with the dawn of quantitative tightening.
09-11-2017 | Perspectiva anual
Rising risks, falling spreads
Rising risks, falling spreads
The credit markets are starting to look like a driver who puts the pedal to the metal when passing a sign warning of a slippery road ahead.
09-11-2017 | Perspectiva anual
Bonds are not as safe as previously assumed
Bonds are not as safe as previously assumed
Bonds may not be as safe as previously assumed, despite some highly flattering data in their favor.
09-11-2017 | Perspectiva anual
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 | Perspectiva anual
Does underinvestment threaten growth?
Does underinvestment threaten growth?
The notion that investments by the private sector are lacking is popular nowadays – but things may not be as bad as they seem.
09-11-2017 | Perspectiva anual
Rendimientos previstos a 5 años: mayoría de edad
Rendimientos previstos a 5 años: mayoría de edad
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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 | Perspectiva anual
China continues to kick the can further down the road
China continues to kick the can further down the road
China is doing extremely well, but it’s high economic growth is coming at a price.
09-11-2017 | Perspectiva anual
Brexit negotiations will go to the brink
Brexit negotiations will go to the brink
The Brexit saga continues, but the UK surely cannot want to crash out of the EU empty-handed.
09-11-2017 | Perspectiva anual
The Eurozone is outperforming the US
The Eurozone is outperforming the US
It may come as a surprise, but the once-troubled Eurozone is now doing better than the US.
09-11-2017 | Perspectiva anual
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 | Perspectiva anual
Investing to advance Sustainable Development Goals
Investing to advance Sustainable Development Goals
Robeco and RobecoSAM are taking action to ensure they can actively promote the United Nations’ Sustainable Development Goals (SDGs).
08-11-2017 | Visión
Robeco Multi-Factor Indices: a new investment reality
Robeco Multi-Factor Indices: a new investment reality
Client appetite is really increasing for factor indices, and we think this is the future of active management.
02-11-2017 | Vídeo
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 | Visión
China on-site: debt concerns and consumption upgrades
China on-site: debt concerns and consumption upgrades
This new bi-monthly publication discusses both a key concern and a key opportunity in China.
01-11-2017 | Visión
‘Facts’ about formulaic value investing
‘Facts’ about formulaic value investing
Successful value investing requires well designed strategies.
01-11-2017 | From the field
Factor investing challenges: finding the appropriate degree of transparency
Factor investing challenges: finding the appropriate degree of transparency
How transparent should a factor investing strategy be?
31-10-2017 | Retos del Factor investing
Asia es el sitio donde hay que estar
Asia es el sitio donde hay que estar
Los valores chinos vuelven a resultar interesantes para los inversores.
24-10-2017 | Vídeo
Light at the end of the funnel for polluting ships
Light at the end of the funnel for polluting ships
The owners of ships generating colossal amounts of pollution have just a few years to clean up their act, offering new opportunities for investors.
23-10-2017 | Estadísticas extraordinarias
Perder dinero con la inversión pasiva
Perder dinero con la inversión pasiva
La inversión pasiva ha adquirido gran popularidad, pero también suscita importantes preocupaciones.
18-10-2017 | Columna
Aumenta la inversión sostenible en Asia
Aumenta la inversión sostenible en Asia
Durante las últimas semanas, he tenido oportunidad de visitar a muchos inversores institucionales asiáticos para hablar con ellos sobre la inversión sostenible.
12-10-2017 | Columna
Mixed versus integrated multi-factor portfolios
Mixed versus integrated multi-factor portfolios
Many investors acknowledge the merits of factor investing but disagree on how to implement it.
12-10-2017 | Visión
Investment lessons from the racetrack
Investment lessons from the racetrack
Misperceptions matter.
11-10-2017 | From the field
Eurozone: shaken not stirred
Eurozone: shaken not stirred
Has a euro crisis become less likely?
10-10-2017 | Columna