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Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Investing in a world of binary outcomes
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | 四半期アウトルック
Post G20 expect delays on a trade deal, but we still need one
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 | インサイト
This time it’s different: best opportunities outside of the US
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 | Column
This time it’s different
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 | 四半期アウトルック
Goldilocks vs Armageddon: It’s time to buy EM
Goldilocks vs Armageddon: It’s time to buy EM
We sold Goldilocks in the last quarter of 2018.
16-01-2019 | Column
ファクター投資の本質とは
ファクター投資の本質とは
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Buy Armageddon, sell Goldilocks
Buy Armageddon, sell Goldilocks
We sold a false sense of Goldilocks, now we should buy a misplaced fear of Armageddon.
15-01-2019 | 四半期アウトルック
Beware of positive surprises
Beware of positive surprises
Markets have reminded us that everything that goes steeply up will at some point come steeply down.
26-10-2018 | Column
Are we melting yet? Not so fast
Are we melting yet? Not so fast
Earlier this month, global equity markets decided to stage a proper meltdown.
18-10-2018 | 四半期アウトルック
What will get markets off their risk-off stance?
What will get markets off their risk-off stance?
While most of the cards dealt are the same, fear has joined the players’ table.
30-07-2018 | Column
A perfect storm: binary outcomes
A perfect storm: binary outcomes
It is amazing how so much can change when not much has really changed.
23-07-2018 | インサイト
Ignore the short-term noise in emerging markets
Ignore the short-term noise in emerging markets
Robeco's Fabiana Fedeli commenting on the short-term noise in and long-term prospects for emerging markets.
05-06-2018 | ビデオ
上昇と下落、相場の激流を乗り越えて
上昇と下落、相場の激流を乗り越えて
詳しくはこちら
Keep your eye on the prize
Keep your eye on the prize
What a difference three months make!
17-04-2018 | Column
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 | インサイト
Not all emerging markets are created equal
Not all emerging markets are created equal
Emerging markets have been battered indiscriminately these past months.
22-10-2015 | インサイト