Insights

What constitutes a quality board?
What constitutes a quality board?
How to assess what’s happening behind closed doors?
14-11-2017 | Insight
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 | Yearly outlook
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 | Video
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 | Insight
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 | Insight
‘Facts’ about formulaic value investing
‘Facts’ about formulaic value investing
Successful value investing requires well designed strategies.
01-11-2017 | From the field
Credits investing: discover the power of three
Credits investing: discover the power of three
Download the guide
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 | Factor investing challenges
Fixed Income Outlook Q4 2017
Fixed Income Outlook Q4 2017
The absence of wage inflation should not prevent bond investors from being watchful.
25-10-2017 | Quarterly outlook
Asia: the place to be
Asia: the place to be
Chinese stocks have become interesting again for investors.
24-10-2017 | Video
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 | Stunning statistics
Losing money with passive investing
Losing money with passive investing
Passive investing may be popular, but it also raises serious concerns.
18-10-2017 | Column
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 | Insight
Expected Returns 2018-2022
Expected Returns 2018-2022
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Sustainability investing on the rise in Asia
Sustainability investing on the rise in Asia
In the past weeks I have visited many Asian institutional investors to talk about sustainability investing.
12-10-2017 | Column
Eurozone: shaken not stirred
Eurozone: shaken not stirred
Has a euro crisis become less likely?
10-10-2017 | Column
Industrial innovation: hype or investment opportunity?
Industrial innovation: hype or investment opportunity?
The world is on the eve of the fourth industrial revolution.
09-10-2017 | Insight
Credit markets are addicted to short-term performance
Credit markets are addicted to short-term performance
Robeco’s Credit team is growing increasingly uncomfortable.
06-10-2017 | Outlook
ESG is often mis-implemented in portfolios
ESG is often mis-implemented in portfolios
Sustainability principles are often mis-implemented in portfolios due to biases to certain factors, says quant specialist Ruben Feldman.
05-10-2017 | Insight
In many ways Asia has left the West behind
In many ways Asia has left the West behind
Invest in Asia for high economic growth?
04-10-2017 | Interview
Enhanced indexing: an alternative to passive strategies
Enhanced indexing: an alternative to passive strategies
Despite the success of passive investing, there are good reasons to consider an alternative approach.
04-10-2017 | Video
Industry 4.0: revolution or evolution?
Industry 4.0: revolution or evolution?
Robotics and digital manufacturing are not just a hype.
03-10-2017 | Video
Robeco launches climate change policy
Robeco launches climate change policy
Robeco has launched a climate change policy to explain its approach to combatting global warming.
03-10-2017 | Insight
Solvency II encourages risk-seeking behavior
Solvency II encourages risk-seeking behavior
Solvency II regulation should prevent insurance companies from going bankrupt.
02-10-2017 | Research
Robeco’s factor investing indices: smarter than smart beta
Robeco’s factor investing indices: smarter than smart beta
Factor investing has become increasingly popular over the past decade.
25-09-2017 | Insight
Bonds are from Venus, equities are also from Venus
Bonds are from Venus, equities are also from Venus
Where do returns come from?
25-09-2017 | 5-Year outlook
Secular stagnation is a stagnating theory
Secular stagnation is a stagnating theory
Is secular stagnation for real?
22-09-2017 | 5-Year outlook
Merkel set for fourth term as German Chancellor
Merkel set for fourth term as German Chancellor
Germans go to the polls on Sunday in what is likely to continue Angela Merkel’s reign as head of Europe’s largest economy.
21-09-2017 | Insight
Investors are not complacent in assessing risks
Investors are not complacent in assessing risks
Markets have been remarkably resilient to political shocks, so are investors getting complacent?
21-09-2017 | 5-Year outlook
Rankings and risk-taking in the financial industry
Rankings and risk-taking in the financial industry
Rankings matter.
20-09-2017 | From the field
The pitfalls of passive in a global multi-asset benchmark
The pitfalls of passive in a global multi-asset benchmark
There is no global benchmark for a multi-asset passive investment fund, so a group of researchers invented one – with surprising results.
20-09-2017 | 5-Year outlook
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 | 5-Year outlook