The undercover MMT practitioner
Rarely does an economic theory get so much attention in the media.
05-04-2019 | Column
Brexit saga set to drag on until June or longer
Investors are bracing for the prospect of a delayed or canceled Brexit, as the saga looks set to drag on for at least another three months.
15-03-2019 | インサイト
Risks to European equities are overstated
European stocks could become more attractive, as positive outcomes can be seen for their perceived risks, says Chief Economist Léon Cornelissen.
08-03-2019 | 月次アウトルック
The twilight of the Merkel era (playfully referred to in German as Merkeldämmerung) could be added to the list of political risks for the Eurozone in 2019.
11-12-2018 | インサイト
Two European headaches: Brexit and Italy
Drawing a line under both of these situations will help European equities deliver improved relative performance within a global equity portfolio, and banks will play a key role in this.
06-12-2018 | インサイト
An alternative after all
After eight consecutive Fed rate hikes, investors finally have an alternative to risky assets: USD cash.
15-11-2018 | インサイト
Outlook 2019: Turbulence ahead
Next year we expect the markets to have two faces.
08-11-2018 | インサイト
Democrat poll win weakens Trump’s power
A Democrat victory in US elections is positive for markets, though a return to fiscal discipline is unlikely, says Chief Economist Léon Cornelissen.
07-11-2018 | インサイト
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 | Stunning statistics
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 | 5ヵ年アウトルック
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 | 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 | 5ヵ年アウトルック
ロベコSIフォーラム／SAMサステナビリティアワード2019 in Tokyo
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 | インサイト
Oh, what a lovely trade war!
There is little upside for investors in the escalating US-China trade war, warns Robeco Chief Economist Léon Cornelissen.
08-10-2018 | 月次アウトルック
Expected Returns: Patience is a virtue
Modest returns on equities and bonds that are still in negative territory mean investors will need to be patient, our new five-year outlook predicts.
08-10-2018 | 5ヵ年アウトルック
5-year Expected Returns: Patience is a virtue
Download our Expected Returns 2019-2023 report (116 pages).
28-09-2018 | 5ヵ年アウトルック
It looks unlikely that Italy’s new populist government will seek confrontation with Brussels about its budget for 2019 after all.
26-09-2018 | Column
UK moves ever closer to a ‘soft Brexit’
Britain is likely to remain half in and half out of the EU after more high drama in the Brexit saga, says Robeco Chief Economist Léon Cornelissen.
10-07-2018 | インサイト
China has more to lose from a trade war than US
Tariffs will hurt China more than the US as a trade war begins in earnest, Robeco Chief Economist Léon Cornelissen warns.
09-07-2018 | 月次アウトルック
Will it be BRINO – Brexit In Name Only?
The UK is likely to end up with a Brexit In Name Only (BRINO) when it ‘leaves’ the European Union, says Robeco Chief Economist Léon Cornelissen.
08-06-2018 | インサイト
The Italian crisis - a mere ripple or more of a wave?
It pushed aside trade war talk and the Korean summit saga to take center stage.
07-06-2018 | 月次アウトルック
US trade war could extinguish overheating
Tariffs could unwittingly act as an antidote to US economic overheating, says Chief Economist Léon Cornelissen.
28-03-2018 | インサイト
The battle for Frankfurt
Spain is back.
27-03-2018 | Column
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
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ヵ年アウトルック
America a melting pot of opportunity mixed with stalemate
America is a melting pot of opportunity mixed in with political stalemate that will give its new president a difficult path to steer, says Chief Economist Léon Cornelissen.
17-10-2016 | インサイト
Global warming: a systemic risk
Global warming will become worse, before it hopefully becomes better, says Chief Economist Léon Cornelissen.
26-09-2016 | インサイト