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Insights

Metals – anything but rusty
Metals – anything but rusty
Commodity prices can continue to rise on a string of favorable factors, says strategist Peter van der Welle.
07-05-2021 | Monthly outlook
Central bank watcher: Control freaks
Central bank watcher: Control freaks
Central banks are likely to keep policy exit expectations in check.
19-04-2021 | Insight
The data dilemma in tackling climate change
The data dilemma in tackling climate change
Curbing global warming means cutting emissions – but getting the right data is not so simple.
19-04-2021 | Insight
Moving from red to amber in tackling climate change
Moving from red to amber in tackling climate change
Decarbonization pledges have helped the world get back on track to combat global warming.
12-04-2021 | Insight
Bonds: Shaken, not stirred
Bonds: Shaken, not stirred
A rise in bond yields has left central banks shaken but not stirred as the world comes out of lockdown, says Robeco’s multi-asset team.
08-03-2021 | Monthly outlook
The old school recovery
The old school recovery
A focus on stimulating the real economy will make the post-Covid-19 recovery different from previous ones, says Robeco’s Multi Asset team.
05-02-2021 | Monthly outlook
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
Beat the headline
Beat the headline
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
25-01-2021 | Column
Markets will mirror vaccination success
Markets will mirror vaccination success
Vaccination rates acting as the key to ending the Covid-19 crisis are seen determining market success in early 2021.
08-01-2021 | Monthly outlook
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
EU gets ready for new sustainability framework
EU gets ready for new sustainability framework
Sustainable investing will become more focused and much clearer across the EU under a new regulatory framework for asset managers and their funds.
21-12-2020 | Insight
The Value tortoise is on the move
The Value tortoise is on the move
The availability of an effective Covid-19 vaccine may trigger a revival for Value investing, says Robeco strategist Peter van der Welle.
08-12-2020 | Monthly outlook
SI Digital Explore: The need to integrate ESG into the investment process
SI Digital Explore: The need to integrate ESG into the investment process
The structural integration of ESG information is not a simple overlay for investors, but should be structurally embedded in all aspects of portfolio building.
03-12-2020 | Insight
All eyes on fiscal stimulus as US awaits election results
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 | Insight
Interest rates – don’t be so negative
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | 5-Year outlook
Carbon pricing, asset allocation and climate goals
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020 | 5-Year outlook
Expected Returns – watch the full show
Expected Returns – watch the full show
Post Covid-19, we will all be entering a ‘brave real world’ with negative interest rates, looming inflation and unprecedented central bank policies.
09-10-2020 | Digital event
Brave real world: the main takeaways from Expected Returns
Brave real world: the main takeaways from Expected Returns
The Covid-19 pandemic has completely changed the world, making it much harder for investors to navigate likely conditions for the major asset classes.
09-10-2020 | Digital event
Addressing carbon risk in investor portfolios
Addressing carbon risk in investor portfolios
Investors have a role to play in facilitating the transition to a low-carbon economy.
09-10-2020 | Digital event
The threat of inflation and its implication for rates
The threat of inflation and its implication for rates
To mitigate the economic effects of the Covid-19 pandemic, unprecedented policy support has been implemented by governments and central banks.
09-10-2020 | Digital event
Running on fumes, in search of the next refill
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 | Monthly outlook
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Few would doubt that the Covid-19 pandemic has completely changed the world.
29-09-2020 | 5-Year outlook
Credit outlook: Markets already have the vaccine
Credit outlook: Markets already have the vaccine
The world is waiting for a vaccine that will enable us to return to our normal lives.
29-09-2020 | Quarterly outlook
Long-term Expected Returns
Long-term Expected Returns
The purpose of this report is to show our long-term return expectations for a wide set of asset classes.
29-09-2020 | 5-Year outlook
Five years of SDGs, five lessons learned
Five years of SDGs, five lessons learned
The UN’s Sustainable Development Goals (SDGs) celebrate their fifth anniversary this month – so, what have we learned?
25-09-2020 | Insight
Gross Domestic Past-it – rethinking how we value societal progress
Gross Domestic Past-it – rethinking how we value societal progress
The Covid-19 crisis has shown that we need to find other ways of measuring national success than just GDP, Robeco’s sustainability experts say.
22-09-2020 | Insight
Shifting into neutral in multi-asset portfolios
Shifting into neutral in multi-asset portfolios
The improving global economy has made bonds less attractive compared to equities, says multi-asset investor Jeroen Blokland.
07-09-2020 | Monthly outlook
Sizing up Chinese equities – a market too big to ignore
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | Insight
Business leaders brainstorm the sustainable future at SI Explore
Business leaders brainstorm the sustainable future at SI Explore
Corporate leaders must get on the sustainability train, collaborate more with investors, embrace youth and see how everything is a sub-set of nature.
27-07-2020 | Insight
Green signs, value and grandmother’s cupboard
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020 | Insight
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