We think now is a very good time for investors to introduce value stocks to their portfolios.
20-11-2018
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インサイト
Blokland’s daily sketch
Are EMs picking up momentum?
20-11-2018
The return of Term Premium
Despite all the focus on the inflation outlook and ongoing Fed hikes, the recent sell-off in US Treasuries was actually driven to a large extent by a reawaking of the term premium.
HK and Chinese valuations now in line with rest of Asia
06-11-2018
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インサイト
Bond. Corporate Bond
What should and should not be included in strategic asset allocation is a hotly debated topic.
05-11-2018
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5ヵ年アウトルック
Climate change growth could be worth USD 26 trillion
Investing to limit climate change could add USD 26 trillion to the global economy, a new report says.
01-11-2018
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Stunning statistics
Three megatrends shaping the world
Three megatrends reflecting each aspect of the environmental, social and governance (ESG) spectrum are shaping the sustainability investing world.
01-11-2018
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インサイト
Tightening in tougher conditions
In our new Central Bank Watcher, we examine the policy and actions of the world’s major central banks (Federal Reserve, European Central Bank, People’s Bank of China and the Bank of Japan).
30-10-2018
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インサイト
What you should know about liquidity risk management
The asset management industry is expecting a wave of liquidity risk regulation.
30-10-2018
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インサイト
All roads lead to Rome but few lead to Italian debt sustainability
It was a warning made two and a half centuries ago – but it has stood the test of time.
29-10-2018
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5ヵ年アウトルック
Beware of positive surprises
Markets have reminded us that everything that goes steeply up will at some point come steeply down.
26-10-2018
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Column
Electric vehicles are on a charge
Tougher anti-pollution regulations and breakthroughs in energy management and materials technology are powering the uptake of low-to-zero-emission vehicles.
26-10-2018
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インサイト
Will a blue wave mean Trump waves goodbye?
Mid-term US elections may spell trouble for President Trump, says Robeco Chief Economist Léon Cornelissen.
25-10-2018
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インサイト
Beware the monetary tide is turning
Tighter dollar liquidity and a trade war that is fast becoming a deeper economic struggle will continue to affect markets.
24-10-2018
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四半期アウトルック
Finding tomorrow’s trends
The composition of stock markets is continuously changing.
24-10-2018
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ビデオ
Diverging fortunes for low-risk stocks as EM and DM decouple
So far, 2018 has been marked by a clear decoupling of emerging and developed equity markets.
23-10-2018
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インサイト
Oil will have to be written off at some point. But not yet!
Stranded assets do not currently threaten the prosperity of oil companies, which still have a role to play in portfolios, says Chief Economist Léon Cornelissen.
22-10-2018
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5ヵ年アウトルック
Are we melting yet? Not so fast
Earlier this month, global equity markets decided to stage a proper meltdown.
18-10-2018
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四半期アウトルック
‘Investors need to continue climbing the wall of worry’
Five-year Expected Returns in a five-minute video.
17-10-2018
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ビデオ
Brexit - still bordering on the ridiculous
Stalemate over the Irish border is raising the risk that the UK will crash out of the EU without a deal, says Robeco Chief Economist Léon Cornelissen.
16-10-2018
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インサイト
The potential rewards of diversifying away from US Equities
A perpetual problem for investors is deciding what assets to allocate to.
