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Visie

Grafiek van de week
Grafiek van de week

Powell en het einde van de rally in de obligatiemarkt

17-11-2017 | Visie
We zitten in de verlenging
We zitten in de verlenging
Het einde is nabij.
09-11-2017 | Jaarlijkse vooruitblik
Pensioenfondsen: nog geen afdekking inflatierisico
Pensioenfondsen: nog geen afdekking inflatierisico
Een uitruil van inflatiegerelateerde obligaties en nominale obligaties kan aantrekkelijk zijn, als een pensioenfonds ruimte heeft in het Vereist Eigen Vermogen (VEV).
09-11-2017 | Visie
Big data goes mobile: the digital infrastructure
Big data goes mobile: the digital infrastructure
Given the upcoming tsunami of data, our mobile communication infrastructure has to evolve towards 5G.
21-11-2017 | Visie
Best economic links of the web
Best economic links of the web
Men: risk takers, day traders.
20-11-2017
How will carmakers deal with the end of diesel?
How will carmakers deal with the end of diesel?
High NOx emissions and diesel gates are precipitating the end of the diesel era.
16-11-2017 | Visie
In zeven stappen naar ESG-integratie
In zeven stappen naar ESG-integratie
Download de paper
What constitutes a quality board?
What constitutes a quality board?
How to assess what’s happening behind closed doors?
14-11-2017 | Visie
Full 2018 Outlook 'Playing in Extra Time'
Full 2018 Outlook 'Playing in Extra Time'
After eight positive years, investors have to pose the question: how long will the party last?
09-11-2017 | Jaarlijkse vooruitblik
Will QT hurt?
Will QT hurt?
Equity rallies that have moved into ‘extra time’ could result in penalties with the dawn of quantitative tightening.
09-11-2017 | Jaarlijkse vooruitblik
Rising risks, falling spreads
Rising risks, falling spreads
The credit markets are starting to look like a driver who puts the pedal to the metal when passing a sign warning of a slippery road ahead.
09-11-2017 | Jaarlijkse vooruitblik
Bonds are not as safe as previously assumed
Bonds are not as safe as previously assumed
Bonds may not be as safe as previously assumed, despite some highly flattering data in their favor.
09-11-2017 | Jaarlijkse vooruitblik
The winner takes all!
The winner takes all!
The growth of online companies that now dominate markets may be creating a ‘winner-takes-all’ principle, creating a worrying trend.
09-11-2017 | Jaarlijkse vooruitblik
Vooruitblik 2018
Vooruitblik 2018
Lees meer
Does underinvestment threaten growth?
Does underinvestment threaten growth?
The notion that investments by the private sector are lacking is popular nowadays – but things may not be as bad as they seem.
09-11-2017 | Jaarlijkse vooruitblik
Are the reports on the death of inflation highly exaggerated?
Are the reports on the death of inflation highly exaggerated?
Inflation in developed economies remains low, but it’s still too early to consign it to history.
09-11-2017 | Jaarlijkse vooruitblik
China continues to kick the can further down the road
China continues to kick the can further down the road
China is doing extremely well, but it’s high economic growth is coming at a price.
09-11-2017 | Jaarlijkse vooruitblik
Brexit negotiations will go to the brink
Brexit negotiations will go to the brink
The Brexit saga continues, but the UK surely cannot want to crash out of the EU empty-handed.
09-11-2017 | Jaarlijkse vooruitblik
The Eurozone is outperforming the US
The Eurozone is outperforming the US
It may come as a surprise, but the once-troubled Eurozone is now doing better than the US.
09-11-2017 | Jaarlijkse vooruitblik
Risks to US growth in 2018 are on the upside
Risks to US growth in 2018 are on the upside
The US economy is doing fine at the moment, but the risks to growth in 2018 are on the upside.
09-11-2017 | Jaarlijkse vooruitblik
Duurzame Ontwikkelingsdoelstellingen realiseren via beleggingen
Duurzame Ontwikkelingsdoelstellingen realiseren via beleggingen
Robeco en RobecoSAM ondernemen actie om de duurzame doelen van de Verenigde Naties actief te ondersteunen.
08-11-2017 | Visie
Robeco Multi-Factor Indices: a new investment reality
Robeco Multi-Factor Indices: a new investment reality
Client appetite is really increasing for factor indices, and we think this is the future of active management.
02-11-2017 | Video
Moeilijker om waarde te vinden door records
Moeilijker om waarde te vinden door records
De aandelenmarkten blijven maar records breken en dus is het steeds moeilijker om koopjes te vinden, zegt waardebelegger Josh Jones.
01-11-2017 | Visie
China on-site: debt concerns and consumption upgrades
China on-site: debt concerns and consumption upgrades
This new bi-monthly publication discusses both a key concern and a key opportunity in China.
01-11-2017 | Visie
‘Facts’ about formulaic value investing
‘Facts’ about formulaic value investing
Successful value investing requires well designed strategies.
01-11-2017 | From the field
Factor investing challenges: finding the appropriate degree of transparency
Factor investing challenges: finding the appropriate degree of transparency
How transparent should a factor investing strategy be?
31-10-2017 | Uitdagingen bij factorbeleggen
Geld verliezen met passief beleggen
Geld verliezen met passief beleggen
Passief beleggen is wel populair, maar brengt ook serieuze problemen met zich mee.
30-10-2017 | Column
Fixed Income Outlook Q4 2017
Fixed Income Outlook Q4 2017
The absence of wage inflation should not prevent bond investors from being watchful.
25-10-2017 | Quarterly outlook
In Azië moet je zijn
In Azië moet je zijn
Chinese aandelen zijn weer interessant geworden voor beleggers.
24-10-2017 | Video
Light at the end of the funnel for polluting ships
Light at the end of the funnel for polluting ships
The owners of ships generating colossal amounts of pollution have just a few years to clean up their act, offering new opportunities for investors.
23-10-2017 | Opvallende getallen
Mixed versus integrated multi-factor portfolios
Mixed versus integrated multi-factor portfolios
Many investors acknowledge the merits of factor investing but disagree on how to implement it.
12-10-2017 | Visie
Sustainability investing on the rise in Asia
Sustainability investing on the rise in Asia
In the past weeks I have visited many Asian institutional investors to talk about sustainability investing.
12-10-2017 | Column