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
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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
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月次アウトルック
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
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インサイト
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
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Column
Low risk in China
Does low-risk investing work with A-shares?
13-02-2019
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From the field
Emerging stocks could make a comeback in 2019
A number of factors bode well for emerging market equities this year, says investor Jeroen Blokland.
Previous studies have reported weak results for standard Momentum strategies in China.
02-01-2019
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From the field
Are emerging markets on the rebound?
We expect emerging market equities to outperform developed market equities in 2019.
29-11-2018
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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
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月次アウトルック
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
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月次アウトルック
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
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ビデオ
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
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インサイト
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018
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インサイト
Some emerging markets are more equal than others
2017 was the year of the dramas that did not unfold.
01-02-2018
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インサイト
China’s vertical forest - 10,000 tons of CO2
An old Chinese proverb says: “The best time to plant a tree was 20 years ago; the second best time is now.
02-01-2018
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Stunning statistics
Factor investing also works with Chinese A-shares
Many characteristics set A-shares apart from other equities.
24-08-2017
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インタビュー
Chinese A-shares: does taking risk pay off?
Is risk rewarded on the Chinese A-share market?
27-07-2017
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リサーチ
Great Minds – Pippa Malmgren: ‘Geopolitical tensions are here to stay’
Robeco interviewed Pippa Malmgren, former advisor of US presidents Ronald Reagan and George W.
19-01-2017
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インサイト
Pippa Malmgren: ‘Investors will experience a steep learning curve’
Robeco interviewed Pippa Malmgren, former advisor of US presidents Ronald Reagan and George W.
19-01-2017
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インサイト
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
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インサイト
Not all emerging markets are created equal
Emerging markets have been battered indiscriminately these past months.
22-10-2015
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インサイト
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.
