All eyes on fiscal stimulus as US awaits election results
Investors should focus on likely levels of fiscal stimulus from the eventual winners of the US elections, says multi-asset investor Jeroen Blokland.
04-11-2020 | インサイト
US elections: weighing the odds
The 2020 US Elections have entered the final straight.
20-10-2020 | インサイト
Running on fumes, in search of the next refill
Markets need a major catalyst to move higher as they face headwinds led by the US elections and Covid-19, says strategist Peter van der Welle.
08-10-2020 | 月次アウトルック
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020 | インサイト
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | インサイト
Unlocking value in the euro
An EU stimulus program to recover from Covid-19 may be the catalyst for the euro to rise again, say Robeco’s multi-asset specialists.
07-07-2020 | 月次アウトルック
Sustainability trends in energy credits after Covid-19
Finding affordable, low-carbon and reliable energy sources is a challenge for investors in the energy sector.
22-06-2020 | 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
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
Feel the Bern – the risks of the US elections
Battered markets have a new thing to worry about: the possibility of a socialist US president, our monthly outlook warns.
05-03-2020 | 月次アウトルック
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
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
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
Sometimes data revisions matter
Sometimes data revisions really matter – this is one of those times.
05-08-2019 | インサイト
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 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
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
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
Democrat poll win weakens Trump’s power
A Democrat victory in US elections is positive for markets, though a return to fiscal discipline is unlikely, says Chief Economist Léon Cornelissen.
07-11-2018 | インサイト
Fed on a steady hiking path, at least for now
At its 26 September meeting the Fed hiked rates and signaled a continuation of its gradual tightening path.
27-09-2018 | News
The power of earnings
Investors should focus on the E and not just the P in the price/earnings ratio, says Robeco’s Jeroen Blokland.
10-09-2018 | 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 | 月次アウトルック
Stop whining about the US yield curve
Talk of an inverted US yield curve flagging a recession is completely misplaced, says Robeco investor Lukas Daalder.
09-01-2018 | 月次アウトルック
Auto industry business models set to significantly change
The business models of global automotive industry players will significantly change in the coming years as car use is transformed, say Robeco’s sustainability specialists.
14-02-2017 | Active Ownership Report
America a melting pot of opportunity mixed with stalemate
America is a melting pot of opportunity mixed in with political stalemate that will give its new president a difficult path to steer, says Chief Economist Léon Cornelissen.
17-10-2016 | 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 | インサイト