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Insights

The mystery of the weak greenback
The mystery of the weak greenback
The surprising weakness of the US dollar continues to puzzle markets, says Robeco investor Lukas Daalder.
10-04-2018 | Monthly outlook
‘We select engagement themes in a very structured way’
‘We select engagement themes in a very structured way’
Robeco’s Active Ownership team has selected five new engagement themes for 2018.
03-04-2018 | Insight
Blockchain: administrative infrastructure of the future
Blockchain: administrative infrastructure of the future
As the administrative infrastructure of the future, blockchain is a real game changer.
29-03-2018 | Video
Trade war or skirmish?
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018 | Insight
Fact or fiction: SI a modern-day millennials hype
Fact or fiction: SI a modern-day millennials hype
Sustainability investing is often seen as something only pursued by millennials who are jumping on a bandwagon with their trendy friends.
26-03-2018 | Insight
Putting factor investing theory into practice
Putting factor investing theory into practice
What are the basic steps investors should take to implement factor investing?
20-03-2018 | Interview
The rationale for trends investing
The rationale for trends investing
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Putin gearing up for 2024
Putin gearing up for 2024
Despite the political risks, Russia offers attractive investment opportunities.
19-03-2018 | Insight
Inflation - a little goes a long way
Inflation - a little goes a long way
Only a couple of years ago, US economists were still worrying about deflation.
19-03-2018 | Insight
E-commerce logistics: going the extra mile
E-commerce logistics: going the extra mile
E-commerce is booming, exposing its logistic backbone to an ever increasing bill.
09-03-2018 | Insight
Robeco puts tobacco on exclusion list
Robeco puts tobacco on exclusion list
Robeco excludes investments in the tobacco industry from its mutual funds.
08-03-2018 | Insight
Trump’s macroeconomic poison cocktail
Trump’s macroeconomic poison cocktail
Donald Trump risks a poisonous macroeconomic cocktail by both stimulating and choking off a booming US economy, says Robeco’s Lukas Daalder.
08-03-2018 | Monthly outlook
US makes great progress on boardroom diversity
US makes great progress on boardroom diversity
Maybe it is because I am a woman in an industry dominated by men, and because I chose to focus on sustainability at an early stage, that I have always been interested in the topic of diversity.
02-03-2018 | Column
Credits investing: discover the power of three
Credits investing: discover the power of three
Download the guide
There is always an opportunity somewhere in credits
There is always an opportunity somewhere in credits
The credits markets have undergone a metamorphosis in the last decade.
01-03-2018 | Insight
No place for Liquidity in our set of relevant equity factors
No place for Liquidity in our set of relevant equity factors
A number of academic studies suggest that illiquid stocks should outperform liquid stocks to compensate for higher risk.
28-02-2018 | Insight
Exploring the world of factors
Exploring the world of factors
Nine academics on the research, theory and implementation of factor investing.
26-02-2018 | Insight
Fact or fiction - SI is only about negative screening
Fact or fiction - SI is only about negative screening
A persistent myth about sustainability investing is that it only includes negative screening – mainly by excluding stocks that are deemed ‘unethical’.
21-02-2018 | Insight
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 | Column
How realistic are return expectations, really?
How realistic are return expectations, really?
Equities and real estate can structurally deliver returns in excess of economic growth, but within limits, says Robeco investor Lukas Daalder.
08-02-2018 | Monthly outlook
China on-site: tightening policy and industrial innovation
China on-site: tightening policy and industrial innovation
Does China’s tightening policy hamper economic growth?
07-02-2018 | Insight
No need to panic over equity market correction
No need to panic over equity market correction
There is no need to panic over the equity market correction as the underlying global economy is strong, says Robeco’s Lukas Daalder.
06-02-2018 | Insight
Quant research at Robeco: From theory to practice
Quant research at Robeco: From theory to practice
David Blitz explains why quantitative research is so important for Robeco and the investment solutions it creates.
06-02-2018 | Video
Three reasons why South Korea is our gold medalist
Three reasons why South Korea is our gold medalist
South Korea has been one of our favorite emerging markets for years.
05-02-2018 | Insight
Some emerging markets are more equal than others
Some emerging markets are more equal than others
2017 was the year of the dramas that did not unfold.
01-02-2018 | Insight
Six themes to watch for financial equity investors in 2018
Six themes to watch for financial equity investors in 2018
If there’s one sector that is being transformed completely, it’s the financial sector.
31-01-2018 | Insight
Outperforming in Asia with ‘boots on the ground’
Outperforming in Asia with ‘boots on the ground’
A local presence in Asia has helped to generate outperformance over the past decade, say Robeco’s Chief Investment Officers in the region.
30-01-2018 | Insight
Consumer trends in 2018: platforms, payments and playing games
Consumer trends in 2018: platforms, payments and playing games
Low unemployment, rising wages and high consumer confidence should propel global consumption in 2018.
29-01-2018 | Insight
No bond bear market yet, but watch your Bunds
No bond bear market yet, but watch your Bunds
Yields in the euro area are increasingly difficult to match with the strong economic uptick.
25-01-2018 | Quarterly outlook
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
23-01-2018 | Video
Fact or fiction: SI is only about green issues relevant for idealists
Fact or fiction: SI is only about green issues relevant for idealists
Sustainability investing has come a long way in recent decades – though some people still think it’s only about green issues.
22-01-2018 | Insight
Why lower oil prices don’t always help the economy
Why lower oil prices don’t always help the economy
Lower oil prices don’t necessarily translate into higher economic growth, says Robeco strategist Peter van der Welle.
10-01-2018 | Insight