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Keep your eye on the relevant ball
Keep your eye on the relevant ball
I know a lot, really.
19-10-2020 | Column
Trends investing: finding the winners among skewed equity returns
Trends investing: finding the winners among skewed equity returns
A tiny proportion of stocks account for most of the market’s returns.
19-10-2020 | 5-jaars vooruitblik
Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | Quarterly outlook
Investing in the circular economy
Investing in the circular economy
The boundless appetite for resources, fueled by linear production and consumption patterns, is exceeding the planet’s regenerative capacity.
16-10-2020 | Visie
The Big Book of trends and thematic investing
The Big Book of trends and thematic investing
De laatste jaren zijn trend- en themabeleggen uitgesproken populair geworden.
15-10-2020 | Visie
Reports of the death of the office are greatly exaggerated
Reports of the death of the office are greatly exaggerated
The widespread lockdowns of 2020 have proved that remote working is a valid alternative to traditional office working.
14-10-2020 | Visie
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 | Video
Tank bijna leeg, nieuwe brandstof gezocht
Tank bijna leeg, nieuwe brandstof gezocht
Met de Amerikaanse verkiezingen op komst en een opleving van Covid-19 zijn de markten dringend op zoek naar een stevige katalysator die ze hoger leidt, zegt strateeg Peter van der Welle.
08-10-2020 | Maandelijkse vooruitblik
Why diversity and demographics favor investing in India
Why diversity and demographics favor investing in India
Investors looking for growth may start turning to a diverse country with more middle-class consumers than the whole of Europe – India.
07-10-2020 | Visie
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Weinigen zullen tegenspreken dat de Covid-19-pandemie de wereld compleet heeft veranderd.
29-09-2020 | 5-jaars vooruitblik
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-jaars vooruitblik
‘De druk op waardebeleggers is haast ondraaglijk’
‘De druk op waardebeleggers is haast ondraaglijk’
Afgelopen jaar bleven waardeaandelen in het largecapsegment maar liefst 43% achter bij groeiaandelen.
28-09-2020 | Podcast
Robeco strengthens exclusions policy for fossil fuels
Robeco strengthens exclusions policy for fossil fuels
Robeco is extending its exclusion policy for fossil fuel producers and users to its entire range of strategies to help combat global warming.
24-09-2020 | Visie
Settling the Size matter in equities
Settling the Size matter in equities
The equity Size premium has failed to materialize since its discovery, almost forty years ago.
23-09-2020 | Research
No bubble for tech, but can their mega-growth last?
No bubble for tech, but can their mega-growth last?
Tech stocks are not in a bubble that was pricked this week, though their staggering growth may not be sustainable, says Robeco investor Michiel Plakman.
10-09-2020 | Visie
Multi-assetportefeuilles schuiven op naar neutraal
Multi-assetportefeuilles schuiven op naar neutraal
Door de aantrekkende wereldeconomie zijn obligaties nu minder aantrekkelijk dan aandelen, zegt multi-assetbelegger Jeroen Blokland.
07-09-2020 | Maandelijkse vooruitblik
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 | Visie
Streaming is the future of media
Streaming is the future of media
Digitalization of consumption is one of the trends our Global Consumer Trends strategy focuses on.
23-07-2020 | Visie
Green signs, value and grandmother’s cupboard
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020 | Visie
Gradually preparing for a rotation
Gradually preparing for a rotation
In our last quarterly, we expected markets of countries resuming economic activity earlier than others to fare better.
17-07-2020 | Visie
SI Opener: Belangrijke rol voor mijnbouw in de transitie naar een groenere economie
SI Opener: Belangrijke rol voor mijnbouw in de transitie naar een groenere economie
De mijnbouwsector is heel complex en in de ogen van veel mensen niet duurzaam.
25-06-2020 | SI Opener
Pet care market: well-prepared to weather the Covid-19 storm
Pet care market: well-prepared to weather the Covid-19 storm
Broad-based socio-demographic shifts are among the structural changes that form the focus of our Global Consumer Trends strategy.
08-06-2020 | Visie
Webinar: The future of fintech is brighter, faster and sooner
Webinar: The future of fintech is brighter, faster and sooner
In the next episode of our webinar series, we look at how the Covid-19 crisis has accelerated digitalization, making the fintech sector one of the few winners from the disruption.
29-05-2020 | Visie
US-China conflict: the pressure intensifies on ADRs
US-China conflict: the pressure intensifies on ADRs
Over the past few weeks, the US has ratcheted up its rivalry with China, with various announcements that go beyond a focus on restricting trade of goods.
27-05-2020 | Visie
De invloed van Covid-19 op trends: rem of versnelling?
De invloed van Covid-19 op trends: rem of versnelling?
Wereldwijd zijn ongekende beleidsmaatregelen genomen tegen de Covid-19-uitbraak, maar wat betreft de sociaal-economische gevolgen daarvan begeven we ons op onbekend terrein.
13-05-2020 | Visie
Factor investing: will the benefit of having a small and mid-cap tilt return?
Factor investing: will the benefit of having a small and mid-cap tilt return?
The March 2020 market sell-off hit small and mid-caps stocks especially hard.
11-05-2020 | Visie
M&A in fintech: when will the music play again?
M&A in fintech: when will the music play again?
While potential mergers and acquisitions (M&A) are not the primary focus of the Robeco FinTech and New World Financials strategies, these are obviously always a welcome development.
11-05-2020 | Visie
‘ESG heeft de pijn verzacht tijdens de verkoopgolf’
‘ESG heeft de pijn verzacht tijdens de verkoopgolf’
Chris Berkouwer bespreekt hoe zijn Global Sustainable Stars-strategie de storm heeft doorstaan tijdens de Covid-19-verkoopgolf.
07-05-2020 | Video
Verder denken dan de Fama-French factoren, nu belangrijker dan ooit
Verder denken dan de Fama-French factoren, nu belangrijker dan ooit
2010-2019 was een verloren decennium voor de Fama-French factoren.
28-04-2020 | Research
Online meal delivery: Growth potential intact despite Covid-19 headwinds
Online meal delivery: Growth potential intact despite Covid-19 headwinds
The digitalization of consumption is one of the structural changes our Global Consumer Trends strategy focuses on.
28-04-2020 | Visie
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