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De winstmotor kan gaan sputteren zodra steunpakketten worden afgebouwd
De winstmotor kan gaan sputteren zodra steunpakketten worden afgebouwd
Het eind van het jaar nadert weer: van oudsher een uitstekend seizoen voor aandelen.
11-10-2021 | Visie
A more cautious stance on equities
A more cautious stance on equities
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
07-10-2021 | Quarterly outlook
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 | Visie
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 | Visie
From deep value to ‘value with a future’
From deep value to ‘value with a future’
As the global economy continues to recover, our positive stance on global equity markets remains well underpinned.
28-04-2021 | Quarterly outlook
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
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
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
Staying the course and being selective reaps long-term rewards in EM
Staying the course and being selective reaps long-term rewards in EM
Emerging markets equity strategies with their value tilt should typically underperform in risk-off markets.
08-04-2020 | Visie
Guide to emerging markets
Guide to emerging markets
When you decide to invest in emerging markets, there is a range of approaches to choose from.
09-04-2018 | Visie
Two emerging market strategies can be stronger than one
Two emerging market strategies can be stronger than one
Emerging market equity investors have a wide range of strategies to choose from.
13-09-2017 | Visie
Verander nooit een succesformule
Verander nooit een succesformule
We verbeteren de tools, maar onze filosofie blijft hetzelfde.
12-06-2017 | Visie
Tien schitterende jaren voor Robeco Emerging Stars Equities
Tien schitterende jaren voor Robeco Emerging Stars Equities
Opkomende markten hebben tien tumultueuze jaren achter de rug.
09-01-2017 | Visie
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