japanja

インサイト

Welcome to the world of pinball investing
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 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
‘We seek similar returns, but with a better sustainability profile’
‘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
Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Investing in a world of binary outcomes
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
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
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
US-China trade talks – a tweet too far?
US-China trade talks – a tweet too far?
After weeks of positive noises coming from the US-China negotiations, with indications of an agreement by the end of this week, there was an abrupt shift in tone.
07-05-2019 | Emerging markets alert
This time it’s different: best opportunities outside of the US
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 | Column
Goldilocks vs Armageddon: It’s time to buy EM
Goldilocks vs Armageddon: It’s time to buy EM
We sold Goldilocks in the last quarter of 2018.
16-01-2019 | Column
Brazil votes against corruption with conservative Bolsonaro win
Brazil votes against corruption with conservative Bolsonaro win
Conservative candidate Jair Bolsonaro (PSL) received 46% of the valid votes, while Workers’ Party contender Fernando Haddad (PT) won 29% of valid votes.
08-10-2018 | Emerging markets alert
What will get markets off their risk-off stance?
What will get markets off their risk-off stance?
While most of the cards dealt are the same, fear has joined the players’ table.
30-07-2018 | Column
A perfect storm: binary outcomes
A perfect storm: binary outcomes
It is amazing how so much can change when not much has really changed.
23-07-2018 | インサイト
 A new president for Mexico: will the real AMLO please stand up?
A new president for Mexico: will the real AMLO please stand up?
What direction will the new Mexican president take?
04-07-2018 | Emerging markets alert
MSCI includes Saudi Arabia and Argentina in its Emerging Markets Index
MSCI includes Saudi Arabia and Argentina in its Emerging Markets Index
Saudi Arabia and Argentina have been promoted to emerging market status.
21-06-2018 | Emerging markets alert
Ignore the short-term noise in emerging markets
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
Keep your eye on the prize
Keep your eye on the prize
What a difference three months make!
17-04-2018 | Column
Trade war or skirmish?
Trade war or skirmish?
After a year of relative calm, Trump has started to act on his protectionist ideas.
26-03-2018 | インサイト
Putin gearing up for 2024
Putin gearing up for 2024
Despite the political risks, Russia offers attractive investment opportunities.
19-03-2018 | Emerging markets alert
Three reasons why South Korea is our gold medalist
Three reasons why South Korea is our gold medalist
South Korea has been one of our favorite emerging markets for years.
05-02-2018 | インサイト
Some emerging markets are more equal than others
Some emerging markets are more equal than others
2017 was the year of the dramas that did not unfold.
01-02-2018 | インサイト
Lula’s conviction good news for Brazilian stock market
Lula’s conviction good news for Brazilian stock market
Lula’s conviction significantly changes the dynamics for Brazil’s presidential elections this year.
25-01-2018 | Emerging markets alert
China’s vertical forest - 10,000 tons of CO2
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 | Stunning statistics
新興国市場株式運用にはESG統合が不可欠
新興国市場株式運用にはESG統合が不可欠
新興国市場において、環境・社会・ガバナンス(ESG)課題は非常に重要な要因となっています。
27-09-2017 | インサイト
Emerging markets: the grain that will grow?
Emerging markets: the grain that will grow?
In the past two decades emerging markets have experienced bust, boom and lately a more stable phase.
26-09-2016 | インサイト
An investor’s perspective on Turkey’s coup attempt
An investor’s perspective on Turkey’s coup attempt
After the recent coup attempt, President Recep Tayyip Erdogan has strengthened his grip on the country.
25-08-2016 | Emerging markets alert
Emerging markets: the value of strategic allocation
Emerging markets: the value of strategic allocation
The added value of allocating to emerging markets (EM) has always been a topic of discussion among equity investors, especially when there was a large difference in performance with developed markets (DM).
12-11-2015 | リサーチ
Not all emerging markets are created equal
Not all emerging markets are created equal
Emerging markets have been battered indiscriminately these past months.
22-10-2015 | インサイト
Why China will dominate the emerging middle class
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.
10-06-2015 | インサイト