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Insights

Is shared analyst coverage the source of all spillover effects?
Is shared analyst coverage the source of all spillover effects?
A wide range of spillover effects has been documented in the academic literature.
22-01-2020 | From the field
Blokland’s daily sketch
Blokland’s daily sketch
German investor confidence rises to 4.
22-01-2020
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
Consumer trends in 2020: food delivery, humanization of pets and streaming wars
New year, new investment ideas?
21-01-2020 | Insight
Look for the underdog
Look for the underdog
The year ahead is shaping up as a good one for global equities.
21-01-2020 | Quarterly outlook
Climate partnerships needed between company boards and investors
Climate partnerships needed between company boards and investors
A partnership between companies and investors is essential if climate change targets are to be met.
20-01-2020 | Insight
Graph of the week
Graph of the week

The stylized lifespan of businesses and industries

17-01-2020 | Insight
Norway is now the most sustainable country in the world
Norway is now the most sustainable country in the world
Norway has overtaken its neighbor Sweden to become the world’s most sustainable country, RobecoSAM’s latest Country Sustainability Ranking reveals.
16-01-2020 | Insight
Our approach to sustainable investing in nuclear power
Our approach to sustainable investing in nuclear power
Robeco acknowledges the usefulness of nuclear power in particular situations.
15-01-2020 | Insight
Biodiversity and mining among engagement themes for 2020
Biodiversity and mining among engagement themes for 2020
Protecting biodiversity and improving mining safety form part of Robeco’s new engagement campaign for 2020.
13-01-2020 | Insight
Mind the skew – stocks may not yet have peaked
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 | Monthly outlook
Investing in China is a question of stock picking rather than index picking
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 | Interview
The volatility effect revisited
The volatility effect revisited
Over the past decade, low volatility has become a popular investment style.
07-01-2020 | Research
Fixed income outlook: Upside bounce, downside risks
Fixed income outlook: Upside bounce, downside risks
Fixed income returns have been excellent in 2019.
06-01-2020 | Quarterly outlook
Podcast: Why contributing to the SDGs is a do or die
Podcast: Why contributing to the SDGs is a do or die
If investors ignore the challenges the SDGs represent, future growth will be much lower and much more erratic than it has been in the past.
06-01-2020 | Podcast
Factor investing debates: Are there any capacity issues?
Factor investing debates: Are there any capacity issues?
Even though factor premiums may be persistent, harvesting them in a consistent and efficient way is no mean feat.
30-12-2019 | Insight
Recalled to Life: Finding the right bonds for recovery
Recalled to Life: Finding the right bonds for recovery
Global growth has slowed for two years, at some point trends will bottom out.
19-12-2019 | Yearly outlook
Reform agenda in Brazil signals better investment conditions
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 | Insight
Global warming accelerates as emissions hit new records
Global warming accelerates as emissions hit new records
Greenhouse gas levels in the atmosphere are higher than ever before, two new studies have found.
16-12-2019 | Stunning statistics
Central bank watcher: Playing the waiting game
Central bank watcher: Playing the waiting game
The global monetary easing cycle seems to have taken a pause.
13-12-2019 | Insight
Echoing Footsteps: The return of the underdog
Echoing Footsteps: The return of the underdog
It has been a while since we heard so much talk about value versus growth and momentum.
12-12-2019 | Yearly outlook
Credit outlook: There is no average
Credit outlook: There is no average
There is a bid for safety in credit markets, but a need for yield.
10-12-2019 | Quarterly outlook
Measuring credit risk with Duration Times Spread
Measuring credit risk with Duration Times Spread
Accurately measuring credit risk is a significant challenge for credit investors.
10-12-2019 | Insight
Lower earnings may not usher in a bear market
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 | Monthly outlook
Exhaust-ive engagement: persuading carmakers to decarbonize
Exhaust-ive engagement: persuading carmakers to decarbonize
Decarbonizing the auto industry can significantly lower greenhouse gas emissions.
05-12-2019 | Insight
A Knock at the Door: The return of inflation
A Knock at the Door: The return of inflation
Since the global financial crisis, one economic variable has stayed on our mind: inflation.
05-12-2019 | Yearly outlook
Robeco turns 90 in a fast-changing fund industry
Robeco turns 90 in a fast-changing fund industry
This 4 December, Robeco celebrates its 90th anniversary.
04-12-2019 | Insight
Scenario analysis confirms need for defensive credit market positioning
Scenario analysis confirms need for defensive credit market positioning
Our analysis of spread markets suggests the most likely scenario in coming months is that of low growth and low inflation.
03-12-2019 | Insight
Call for concrete COP25 commitments on climate change
Call for concrete COP25 commitments on climate change
Nations meeting at COP25 need to get back on track to combat global warming, says Robeco’s Carola van Lamoen.
29-11-2019 | Insight
Podcast: Is it too late to jump on the China bandwagon?
Podcast: Is it too late to jump on the China bandwagon?
Various index providers are increasing the weight of China in their indices.
29-11-2019 | Podcast
Factor investing debates: Could factor premiums disappear?
Factor investing debates: Could factor premiums disappear?
With the increasing adoption of factor investing, one frequently heard criticism is that factor premiums may end up being arbitraged away.
28-11-2019 | Insight
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