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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
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
Using engagement to unpick the Korean Discount
Using engagement to unpick the Korean Discount
Foreign investors can unlock value at Korean companies through engagement, says active ownership specialist Ronnie Lim.
20-06-2019 | インサイト
The new Long March of China
The new Long March of China
China’s attempts to combat a trade war with the US present an uphill battle for emerging market assets, says strategist Peter van der Welle.
07-06-2019 | 月次アウトルック
Five reasons for strategic allocation to China A-shares
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
08-05-2019 | 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
Low risk in China
Low risk in China
Does low-risk investing work with A-shares?
13-02-2019 | From the field
Emerging stocks could make a comeback in 2019
Emerging stocks could make a comeback in 2019
A number of factors bode well for emerging market equities this year, says investor Jeroen Blokland.
10-01-2019 | 月次アウトルック
The drone that can plant millions of trees
The drone that can plant millions of trees
A drone that can carpet bomb 100,000 tree seeds a day may solve the issue of deforestation in remote areas.
03-01-2019 | Stunning statistics
Residualizing Momentum in China
Residualizing Momentum in China
Previous studies have reported weak results for standard Momentum strategies in China.
02-01-2019 | From the field
事実か虚構か:サステナビリティ投資は新興国市場では機能しない?
事実か虚構か:サステナビリティ投資は新興国市場では機能しない?
西洋諸国においてサステナビリティ投資はその地位を着実に築いてきましたが、より大きな課題に対峙する新興国市場では、果たして機能するか疑問を感じる人もいます。
18-12-2018 | インサイト
Are emerging markets on the rebound?
Are emerging markets on the rebound?
We expect emerging market equities to outperform developed market equities in 2019.
29-11-2018 | インサイト
Oh, what a lovely trade war!
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
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
Trade war or skirmish?
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018 | インサイト
Three reasons why South Korea is our gold medalist
Three reasons why South Korea is our gold medalist
South Korea has been one of our favorite emerging markets for years.
05-02-2018 | インサイト
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
Factor investing also works with Chinese A-shares
Factor investing also works with Chinese A-shares
Many characteristics set A-shares apart from other equities.
24-08-2017 | インタビュー
Chinese A-shares: does taking risk pay off?
Chinese A-shares: does taking risk pay off?
Is risk rewarded on the Chinese A-share market?
27-07-2017 | リサーチ
Forget China - it’s the US that really moves markets
Forget China - it’s the US that really moves markets
Chinese growth fears and Middle East tensions caused equity markets to open the new year with significant falls – but it is the US that investors should focus on, says Robeco’s Lukas Daalder.
05-01-2016 | 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
Why China will dominate the emerging middle class
Why China will dominate the emerging middle class
The Chinese middle class will dominate the ranks of emerging consumers in the next 5-10 years while predictions about India are too optimistic, says Robeco trend analyst Steef Bergakker.
10-06-2015 | インサイト