latames

Visión de mercado

‘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 | Visión
Robeco joins investor call to save rainforest
Robeco joins investor call to save rainforest
Robeco is collaborating with other global investors to try to stop deforestation in Brazil.
18-09-2019 | Visión
‘Chinese stock market matures as institutional investors join the party’
‘Chinese stock market matures as institutional investors join the party’
Investor interest in China’s A-share market is growing.
27-08-2019 | Visión
Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Columna
Investing in a world of binary outcomes
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | Perspectiva trimestral
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
Previsible demora del necesario acuerdo comercial tras la cumbre del G20
Previsible demora del necesario acuerdo comercial tras la cumbre del G20
Llegar a un acuerdo comercial es algo crucial para los mercados de renta variable Tras reunirse con distintos líderes financieros, altos funcionarios y analistas de los think-tanks, tanto de Estados Unidos como de China, Fabiana Fedeli intenta dar respuesta a una pregunta clave: ¿Cuándo podría llegar el acuerdo comercial?
05-07-2019 | Visión
Robeco Quarterly July 2019
Robeco Quarterly July 2019
The 12th edition of Robeco Quarterly – our quant, sustainability and research magazine – is now available.
04-07-2019 | Revista
Stronger mandate for Modi bodes well for Indian reforms
Stronger mandate for Modi bodes well for Indian reforms
India needs jobs, infrastructure and renewed economic growth.
02-07-2019 | Visión
La nueva Gran Marcha de China
La nueva Gran Marcha de China
Los intentos de China de librar una guerra comercial con Estados Unidos plantean una batalla difícil para los activos de mercados emergentes, según el estratega Peter van der Welle.
07-06-2019 | Perspectiva mensual
El uso de los ODS para evaluar la sostenibilidad de las empresas
El uso de los ODS para evaluar la sostenibilidad de las empresas
Es posible utilizar los Objetivos de Desarrollo Sostenible (ODS) para evaluar si las empresas están en posición de ayudar a la sociedad, como explica el analista Michael van der Meer.
22-05-2019 | Visión
Five reasons for strategic allocation to China A-shares
Five reasons for strategic allocation to China A-shares
As the A-share market opens up to investors and MSCI has taken an additional step to include A-shares, substantial capital flows are again expected to flow into China’s onshore market.
08-05-2019 | Visión
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
Robeco publishes a new book of collected articles on quant investing in EMs
Robeco publishes a new book of collected articles on quant investing in EMs
Our new publication ‘A quant approach to emerging markets investing – Collected Robeco articles’ is now available.
29-04-2019 | Investigación
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 | Columna
This time it’s different
This time it’s different
After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
18-04-2019 | Perspectiva trimestral
China's new economy takes root
China's new economy takes root
The Chinese economy is currently experiencing a downturn and we believe it will hit rock bottom in the second quarter.
16-04-2019 | Visión
Emerging markets: focusing on local names in consumer space
Emerging markets: focusing on local names in consumer space
Are emerging markets a promise that never delivers?
10-04-2019 | Visión
‘Investing in emerging markets takes nerves of steel’
‘Investing in emerging markets takes nerves of steel’
In our third podcast, Fabiana Fedeli, global head of Fundamental Equities, talks about emerging markets.
01-04-2019 | Podcast
Our approach to sustainable investing in palm oil
Our approach to sustainable investing in palm oil
Robeco has stepped up its engagement with the producers of palm oil to address sustainability issues in the industry.
04-03-2019 | Visión
Implementing quant strategies in EM the smart way
Implementing quant strategies in EM the smart way
Quantitative stock selection models work as well in emerging markets (EM) as they do in developed ones (DM).
25-02-2019 | Visión
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 | Columna
Buy Armageddon, sell Goldilocks
Buy Armageddon, sell Goldilocks
We sold a false sense of Goldilocks, now we should buy a misplaced fear of Armageddon.
15-01-2019 | Perspectiva trimestral
Los valores emergentes podrían resurgir en 2019
Los valores emergentes podrían resurgir en 2019
Varios factores podrían favorecer a la renta variable de mercados emergentes este año, según el gestor Jeroen Blokland.
10-01-2019 | Perspectiva mensual
Crash testing the Fama-French factor model in emerging stock markets
Crash testing the Fama-French factor model in emerging stock markets
Factor investing works in emerging stock markets, as well as in developed markets.
10-12-2018 | Investigación
El aumento de los pasivos ambientales afecta a las empresas mineras
El aumento de los pasivos ambientales afecta a las empresas mineras
Los costes ambientales están convirtiéndose en una carga cada día mayor para las empresas mineras, según un estudio.
04-12-2018 | Visión
Are emerging markets on the rebound?
Are emerging markets on the rebound?
We expect emerging market equities to outperform developed market equities in 2019.
29-11-2018 | Visión
Tres megatendencias que modelan nuestro mundo
Tres megatendencias que modelan nuestro mundo

Tres megatendencias que ejemplifican cada una de las vertientes del espectro ASG (ambiental, social y de gobierno corporativo) están configurando el mundo de la

01-11-2018 | Visión
Brazilian markets surf in the conservative wave
Brazilian markets surf in the conservative wave
Planned reforms in Brazil by new President Jair Bolsonaro are set to be welcomed by investors.
29-10-2018 | Emerging markets alert
Cuidado con las sorpresas positivas
Cuidado con las sorpresas positivas
Los mercados nos han recordado que todo lo que sube muy deprisa suele, llegado un punto, caer repentinamente.
26-10-2018 | Columna