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
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
Troubled times for Turkey
The Turkish lira fell to a new record low late last week.
13-08-2018 | Emerging markets alert
UK moves ever closer to a ‘soft Brexit’
Britain is likely to remain half in and half out of the EU after more high drama in the Brexit saga, says Robeco Chief Economist Léon Cornelissen.
10-07-2018 | インサイト
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
Will it be BRINO – Brexit In Name Only?
The UK is likely to end up with a Brexit In Name Only (BRINO) when it ‘leaves’ the European Union, says Robeco Chief Economist Léon Cornelissen.
08-06-2018 | インサイト
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 | ビデオ
The mystery of the weak greenback
The surprising weakness of the US dollar continues to puzzle markets, says Robeco investor Lukas Daalder.
10-04-2018 | 月次アウトルック
Trump’s macroeconomic poison cocktail
Donald Trump risks a poisonous macroeconomic cocktail by both stimulating and choking off a booming US economy, says Robeco’s Lukas Daalder.
08-03-2018 | 月次アウトルック
The future of the euro: to integrate or disintegrate?
The euro’s future may better lie with further integration rather than disintegration, our five-year outlook believes.
19-09-2017 | 5ヵ年アウトルック
Financial markets are coming of age
Riskier assets are seen returning less as financial markets face a ‘coming of age’, our new five-year outlook predicts.
18-09-2017 | 5ヵ年アウトルック
Picking up pennies in front of a steamroller
The investment environment has become like ‘picking up pennies in front of a steamroller’, says Robeco’s Lukas Daalder.
12-06-2017 | 月次アウトルック