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
23-01-2020 | 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
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
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
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
Calm in Storm: Beyond the trade war
Over the past year, regional equity market allocation has been heavily influenced by investors’ expectations on the outcome of the US-China trade war.
21-11-2019 | 年次アウトルック
The Sea Still Rises: Extending the bull market
With a recession to be avoided and earnings growth to return, we believe global equities have further to go.
14-11-2019 | 年次アウトルック
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
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
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
‘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
Tackling the Achilles heel of the financial sector
Since the global financial crisis, US banks have paid more than USD 160 billion in fines for non-compliance.
24-09-2019 | リサーチ
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
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
Digital twins and machine vision: exciting themes of ‘smart’ production
Manufacturing as we know it is coming to an end.
30-08-2019 | インサイト
'The impact of cyber risks has changed, and companies have to raise the standards'
Information on the cybersecurity of companies and their products is hard to obtain at the moment.
24-07-2019 | インサイト
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
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
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
The digital toolbox: emergency care for our health care system
Is the end in sight for the malaises that plague today’s health care industry?
04-07-2019 | リサーチ