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Insights

Ecommerce frenzy puts last-mile delivery under the spotlight
Ecommerce frenzy puts last-mile delivery under the spotlight
Fast grocery delivery operator Getir saw its valuation reach USD 7.
21-07-2021 | Stunning statistics
Central bank watcher: Delta hedging
Central bank watcher: Delta hedging
The surge in Delta variant cases has dealt a blow to the full-economic-reopening story.
13-07-2021 | Insight
The ‘equity party’ continues
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
12-07-2021 | Quarterly outlook
The value comeback is driving emerging markets equities too
The value comeback is driving emerging markets equities too
After a decade of lackluster returns, the value stock showdown reached a climax in 2020.
06-07-2021 | Insight
Credit outlook: Humble
Credit outlook: Humble
It’s best to be humble about the many unknowns and distortions as economies reopen.
23-06-2021 | Quarterly outlook
Guide to emerging markets investing
Guide to emerging markets investing
Emerging markets have undergone significant changes since the term was initially coined in the early 80s.
17-06-2021 | Insight
Fixed income outlook: Inflation hyperventilation
Fixed income outlook: Inflation hyperventilation
Heading into H2, we still find plenty to disagree with in the prevailing market consensus.
15-06-2021 | Insight
Showing the way to Paris-aligned investing
Showing the way to Paris-aligned investing
The race to zero is on.
10-06-2021 | Insight
Looking for the brightest Stars in the post-Covid-19 world
Looking for the brightest Stars in the post-Covid-19 world
The world is changing fast, and not just due to Covid-19.
10-06-2021 | Webinar
Finding the downside risks in credit with ESG
Finding the downside risks in credit with ESG
Using financially material ESG information leads to better-informed investment decisions and benefits society.
09-06-2021 | Insight
China: charting the course to carbon neutrality
China: charting the course to carbon neutrality
China’s pledge to become carbon neutral by 2060 has left many observers both excited and perplexed.
20-04-2021 | Insight
The future of food will be healthier and more sustainable
The future of food will be healthier and more sustainable
The increased focus on health and well-being is impacting all aspects of consumer spending.
14-04-2021 | Insight
Credit outlook: Running the economy hot
Credit outlook: Running the economy hot
While it’s possible that credits could keep rallying, the margin for error is extremely limited.
31-03-2021 | Quarterly outlook
Podcast: No need to fear an inflationary accident – just yet
Podcast: No need to fear an inflationary accident – just yet
It’s inevitable that the forceful fiscal stimulus and exceptionally loose monetary policy currently in place will result in higher inflation.
30-03-2021 | Podcast
Fixed income outlook: Coming to America
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Insight
70 years of evidence on our dynamic duration model
70 years of evidence on our dynamic duration model
Using a new, deep historical dataset, we show that our duration model works well over seven decades.
02-03-2021 | Insight
Data sets – factor investing in corporate bonds
Data sets – factor investing in corporate bonds
A research-driven approach is at the core of everything we do.
01-03-2021 | Data sets
China outlook 2021: Starting off the year on the right foot
China outlook 2021: Starting off the year on the right foot
Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020.
27-01-2021 | Insight
 High yield indices don’t make good benchmarks
High yield indices don’t make good benchmarks
Certain features that are typical of high yield corporate bonds impose costs on high yield portfolios.
26-01-2021 | Insight
It’s not growth vs value, it’s headline vs fundamentals
It’s not growth vs value, it’s headline vs fundamentals
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
22-01-2021 | Insight
Podcast: Challenge the consensus
Podcast: Challenge the consensus
Keep questioning the consensus in 2021, do your research and stay contrarian, says Victor Verberk, Robeco’s CIO Fixed Income in our latest podcast episode.
14-01-2021 | Podcast
Letter from the CIO: Stay contrarian
Letter from the CIO: Stay contrarian
Keep questioning the consensus in 2021, says Victor Verberk, Robeco’s CIO Fixed Income and Sustainability.
07-01-2021 | Insight
Credit outlook: TINA is still singing
Credit outlook: TINA is still singing
Markets are pricing for the best possible outcome.
17-12-2020 | Quarterly outlook
Guide to climate fixed income investing
Guide to climate fixed income investing
Our publication explains how to stimulate decarbonization of the broader economy and society by investing in the winners of tomorrow.
09-12-2020 | Insight
Fixed income outlook: Just another range trade
Fixed income outlook: Just another range trade
Markets participants, often overly focused on cyclical and economic factors, may need to take a broader perspective.
08-12-2020 | Insight
SI Opener: Covid-19 puts spotlight on labor issues in the apparel industry
SI Opener: Covid-19 puts spotlight on labor issues in the apparel industry
The fashion industry has been severely affected by the Covid-19 pandemic due to its discretionary nature, impacting not only garment brands but also their supply chains.
26-11-2020 | SI Opener
Outlook 2021: Tackling the trilemma
Outlook 2021: Tackling the trilemma
Finding the right balance between three things – public health, normal economic functioning, and personal freedoms – will be the main challenge for policymakers in 2021.
19-11-2020 | Yearly outlook
The link between ESG and performance: SDG Credits stands the test
The link between ESG and performance: SDG Credits stands the test
Attribution analysis shows that investing in a way that contributes to the SDGs supports financial performance.
13-11-2020 | Insight
European banks face an earnings event, not a capital event
European banks face an earnings event, not a capital event
Although the extent of the economic contraction has been sizeable, and default rates are expected to rise further, our view is that banks will survive the pain.
28-10-2020 | Insight
US elections: weighing the odds
US elections: weighing the odds
The 2020 US Elections have entered the final straight.
20-10-2020 | Insight
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This website has been carefully prepared by Robeco. The information contained in this publication is based upon sources of information believed to be reliable. Robeco is not answerable for the accuracy or completeness of the facts, opinions, expectations and results referred to therein. Whilst every care has been taken in the preparation of this website, we do not accept any responsibility for damage of any kind resulting from incorrect or incomplete information. This website is subject to change without notice. The value of the investments may fluctuate. Past performance is no guarantee of future results. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. For investment professional use only. Not for use by the general public.

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