The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
25-01-2021
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Column
It’s not growth vs value, it’s headline vs fundamentals
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
22-01-2021
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インサイト
After Biden’s win, all eyes remain on Covid-19 and the recovery
Joe Biden has been elected 46th US President, based on vote count.
04-12-2020
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インサイト
Keep your eye on the relevant ball
I know a lot, really.
19-10-2020
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Column
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020
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四半期アウトルック
No bubble for tech, but can their mega-growth last?
Tech stocks are not in a bubble that was pricked this week, though their staggering growth may not be sustainable, says Robeco investor Michiel Plakman.
Jamie Stuttard and Fabiana Fedeli discuss the market turbulence caused by the coronavirus outbreak and falling oil prices.
12-03-2020
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Webinar
Embrace the underdog
Let me put it out there first: the year ahead is shaping up as a good one for global equities.
27-01-2020
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Column
Look for the underdog
The year ahead is shaping up as a good one for global equities.
21-01-2020
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四半期アウトルック
Echoing Footsteps: The return of the underdog
It has been a while since we heard so much talk about value versus growth and momentum.
12-12-2019
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年次アウトルック
Calm in Storm: Beyond the trade war
Over the past year, regional equity market allocation has been heavily influenced by investors’ expectations on the outcome of the US-China trade war.
21-11-2019
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年次アウトルック
Outlook 2020: A Tale of Two Scenarios
This year’s annual outlook is inspired by Charles Dickens’ A Tale of Two Cities.
12-11-2019
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年次アウトルック
Welcome to the world of pinball investing
In a whirlwind of contradicting news, markets seem to have created a new investment style: pinball.
29-10-2019
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Column
Investing in a 50:50 World
Welcome to a new world.
18-07-2019
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Column
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019
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四半期アウトルック
Post G20 expect delays on a trade deal, but we still need one
Reaching a trade deal would be crucial for equity markets.
05-07-2019
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インサイト
This time it’s different: best opportunities outside of the US
Since the beginning of the year, global equity markets have staged a swift comeback.
26-04-2019
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Column
This time it’s different
After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
18-04-2019
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四半期アウトルック
Buy Armageddon, sell Goldilocks
We sold a false sense of Goldilocks, now we should buy a misplaced fear of Armageddon.
