Central bank watcher: Liquidity preference
The key central banks have a preference for injecting liquidity rather than further interest rate cuts.
24-01-2020 | インサイト
Mind the skew – stocks may not yet have peaked
A curious skew in historical stock returns means global equities may have some upside left, says strategist Peter van der Welle.
09-01-2020 | 月次アウトルック
Lower earnings may not usher in a bear market
Falling company profits don’t necessarily mean a bear market or recession is due, says strategist Peter van der Welle.
06-12-2019 | 月次アウトルック
Living wage platform expands focus
An investor group set up to promote living wages is broadening its scope outside garments after marking its first anniversary.
04-11-2019 | インサイト
Celebrating 30 years of inflation targeting?
Inflation targeting is celebrating its 30th anniversary, but is now due for a makeover, says portfolio manager Rikkert Scholten.
16-10-2019 | 5ヵ年アウトルック
Manufacturing versus services – a tale of two indices
Investors need to nuance weaker confidence in manufacturing, as services data is a stronger signal, says portfolio manager Rikkert Scholten.
08-10-2019 | 月次アウトルック
Paving the way for unconventional policy
Policy makers will turn to unconventional fiscal policy to deal with the next recession, says strategist Peter van der Welle.
02-10-2019 | 5ヵ年アウトルック
What’s driving the mid-cycle slowdown
Economic growth is hitting a speed ramp, but should shift into a higher gear, says strategist Peter van der Welle.
06-09-2019 | 月次アウトルック
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Pay your way: assessing corporate tax strategies
It lacks the magnitude of climate change, but a company’s approach to paying tax is still critical when evaluating its sustainability.
17-07-2019 | インサイト
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | 四半期アウトルック
Fixed income outlook: More repression to avoid recession
Fighting the Fed or ECB has been a losing game over the past decade.
10-07-2019 | 四半期アウトルック
The Fed’s sugar rush rally
When the Fed starts cutting rates, it is easier to be long 2-year Treasuries than credit, says Global Macro team co-head Jamie Stuttard.
05-07-2019 | 月次アウトルック
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 | インサイト
Easing does it
Market expectations for central bank policy rates have come down substantially, following continued weakness in global economic conditions and the rift in the trade talks between the US and China.
10-06-2019 | インサイト
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
There’s no need to fear yield curve inversions
Inverted yield curves may famously herald recessions, but they do not harm market returns that much, says multi-asset investor Jeroen Blokland.
08-05-2019 | 月次アウトルック
US-China trade talks – a tweet too far?
After weeks of positive noises coming from the US-China negotiations, with indications of an agreement by the end of this week, there was an abrupt shift in tone.
07-05-2019 | Emerging markets alert
Spending one bitcoin = 330,000 credit card transactions
The average bitcoin transaction now uses 330,000 times more energy than a credit card, new research shows.
11-04-2019 | Stunning statistics
Battening down the hatches in risky assets
Investors fearing a downturn should not leave equity markets, but batten down some hatches in risky assets, says strategist Peter van der Welle.
08-04-2019 | 月次アウトルック
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
25-02-2019 | インサイト
Recession indicators are overrated for stock returns
Investors should beware of trying to use asset values to forecast recessions, says portfolio manager Jeroen Blokland.
08-02-2019 | 月次アウトルック
Single-use plastic among Robeco’s 2019 engagement themes
Trying to cut plastic pollution and the social impact of artificial intelligence are among four themes that Robeco will engage on this year.
04-02-2019 | インサイト
In denial, but for how long?
In our latest Central Bank Watcher, we examine the policy and actions of the world’s major central banks.
11-01-2019 | インサイト
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
Climate change action tops my projections for 2019 and beyond
The new year is upon us, and the projections for 2019 markets are being digested by investors.
07-01-2019 | Column
Markets see the wind taken out of their sails
Markets have seen choppy waters in recent months, but four factors are positive for stocks, says strategist Peter van der Welle.
07-12-2018 | 月次アウトルック
Lessons from our 2018 ‘Super Quant’ internships
Top-notch investment strategies require top-notch research.
05-12-2018 | リサーチ