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
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
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
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
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
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
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