Credit outlook: Markets already have the vaccine
The world is waiting for a vaccine that will enable us to return to our normal lives.
29-09-2020 | インサイト
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | インサイト
Pandemic starts process of EMs decoupling from each other
China, Taiwan and South Korea are among the farthest ahead on the path of normalization.
11-06-2020 | インサイト
US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020 | インサイト
A negative oil price – a market quirk, or the ‘new normal’?
The price of US oil temporarily dipped below zero for the first time in history, which means an oil supplier has to pay someone to take it off their hands.
21-04-2020 | インサイト
The conundrum: China or the US?
If you ask me what keeps my mind busy at the moment, I can tell you that it is not market volatility.
15-04-2020 | Column
Is it time to favor North Asia over the US?
We thought we had seen it all, or almost all, and then the ball comes out of left field.
14-04-2020 | 四半期アウトルック
Staying the course and being selective reaps long-term rewards in EM
Emerging markets equity strategies with their value tilt should typically underperform in risk-off markets.
08-04-2020 | インサイト
Fundamental Equities: Investment update as the COVID-19 crisis intensifies
26-03-2020 | インサイト
Podcast: One bird, two stones
Is a fundamental or quant-driven approach the best way forward for investors looking to tap emerging markets?
13-03-2020 | ポッドキャスト
Market update: Is it time to buy?
Jamie Stuttard and Fabiana Fedeli discuss the market turbulence caused by the coronavirus outbreak and falling oil prices.
12-03-2020 | ビデオ
Webinar: Policy missteps could hurt markets more than the virus
We discuss how the implications of the coronavirus are shaping the long-term investment strategy for equities.
03-03-2020 | Webinar
The paradox of sustainable investing in mining
Investors need to work with miners and not against them to cut carbon footprints, says portfolio manager Chris Berkouwer.
28-02-2020 | インサイト
Embrace the underdog
Let me put it out there first: the year ahead is shaping up as a good one for global equities.
27-01-2020 | Column
23-01-2020 | インサイト
Look for the underdog
The year ahead is shaping up as a good one for global equities.
21-01-2020 | 四半期アウトルック
Investing in China is a question of stock picking rather than index picking
In just a decade, Chinese assets have gone from exotic category status to that of must for global investors.
08-01-2020 | インタビュー
Reform agenda in Brazil signals better investment conditions
The government commitment to reforms in Brazil is a source of cautious optimism for investors.
17-12-2019 | インサイト
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | インサイト
Welcome to the world of pinball investing
In a whirlwind of contradicting news, markets seem to have created a new investment style: pinball.
29-10-2019 | Column
The brand-new pinball style
The past few weeks have been filled with news of US-China trade talks and Brexit.
23-10-2019 | 四半期アウトルック
Next in fintech: ecosystem enablers
The boom in fintech and digital payments continues unabated.
22-10-2019 | インサイト
‘We seek similar returns, but with a better sustainability profile’
Sustainable investing in emerging markets is gaining momentum.
25-09-2019 | インサイト
Robeco joins investor call to save rainforest
Robeco is collaborating with other global investors to try to stop deforestation in Brazil.
18-09-2019 | インサイト
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | 四半期アウトルック
First critical step: approval of pension reform in Brazil
Implementation of pension reform is a critical move for Brazil to stabilize its fiscal accounts and step out of its fragile economic status.
11-07-2019 | Emerging markets alert
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
Robeco Quarterly July 2019
The 12th edition of Robeco Quarterly – our quant, sustainability and research magazine – is now available.
04-07-2019 | 冊子
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