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Insights

US Inflation: the underlying reasons, the Fed’s reaction and the market impact
US Inflation: the underlying reasons, the Fed’s reaction and the market impact
US inflation has hit new records, leading investors to question whether rate rises can keep it in check, or whether the Fed is behind the curve again.
14-01-2022 | Webinar
Further ‘gamification’, or back to fundamental investing?
Further ‘gamification’, or back to fundamental investing?
First Futu, then WeBull, and now Longbridge.
11-01-2022 | Column
Earnings engine in lower gear but still humming
Earnings engine in lower gear but still humming
As the new year begins, we maintain our positive outlook for developed markets, as well as our neutral stance on their emerging counterparts.
07-01-2022 | Quarterly outlook
China flexes its policy muscles – but can they still do the heavy lifting?
China flexes its policy muscles – but can they still do the heavy lifting?
China’s muscle flexing to fix its problems is set to keep investors cautious until the domestic economy garners more growth.
06-01-2022 | Monthly outlook
Managing climate change risk for insurers
Managing climate change risk for insurers
No sector is more exposed to the harsh reality of climate change than insurers.
30-12-2021 | Insight
Factoring carbon taxes into a Value strategy
Factoring carbon taxes into a Value strategy
Incorporating carbon taxes into a Value strategy at a stock level is equivalent to imposing carbon footprint constraints on the overall portfolio.
22-12-2021 | Research
Research on pre-1926 database reveals equity factors are ‘eternal’
Research on pre-1926 database reveals equity factors are ‘eternal’
New research reveals that equity factor styles have existed and persisted since the mid-19th century.
21-12-2021 | Research
Central bank watcher: Different worlds
Central bank watcher: Different worlds
Not all global policymakers are in a rush to remove the punch bowl.
20-12-2021 | Insight
Talk ‘22: ‘Staying the course is crucial’
Talk ‘22: ‘Staying the course is crucial’
Covid-19 has shown us that it is important to stick to our approach, says Wilma de Groot, Co-head of Quant Equity Portfolio Management.
17-12-2021 | Interview
Talk ’22: ‘It's likely that equity returns will be front-end loaded’
Talk ’22: ‘It's likely that equity returns will be front-end loaded’
Equities and commodities remain the favored asset classes of multi-asset Portfolio Manager Colin Graham and Strategist Peter van der Welle.
13-12-2021 | Interview
Inflation fears and a more hawkish Fed spook markets
Inflation fears and a more hawkish Fed spook markets
Rising inflation that prompted the Fed to suggest faster tapering which may accelerate rate hikes has rattled markets.
08-12-2021 | Monthly outlook
Talk ’22: ‘We look for unexpected beauties rather than the usual suspects’
Talk ’22: ‘We look for unexpected beauties rather than the usual suspects’
Emerging market equities can catch up with their developed world counterparts as tapering starts in 2022, says Wim-Hein Pals.
01-12-2021 | Interview
Green is the new color, also for emerging markets
Green is the new color, also for emerging markets
Emerging markets have been significantly increasing their investments in green energy generation.
25-11-2021 | Insight
Talk ’22: ‘A season for active credit managers to thrive’
Talk ’22: ‘A season for active credit managers to thrive’
With super stimulus gradually coming to an end, markets will once again be able to distinguish between good and bad credit, says Sander Bus, Co-Head of Credits.
24-11-2021 | Interview
Power play – why lithium remains the unchallenged champion of battery metals
Power play – why lithium remains the unchallenged champion of battery metals
Structural supports, low cost and proven performance in EV markets make lithium ideal for exposure to electrification and decarbonization trends.
18-11-2021 | Insight
Reflections on the COP26 Climate Summit
Reflections on the COP26 Climate Summit
COP26 provided a breakthrough on the rulebook of the Paris Agreement.
17-11-2021 | Insight
COP26: The verdict on the COP26 summit
COP26: The verdict on the COP26 summit
So, did our leaders rise to the occasion and understand the gravity of the climate crisis we’re in?
15-11-2021 | Video
COP26: Toughening up on carbon disclosure
COP26: Toughening up on carbon disclosure
It’s essential to know just how much carbon is being emitted each year by countries and companies, but the current system of disclosure is random and voluntary.
11-11-2021 | Video
COP26: Using nature to offset emissions
COP26: Using nature to offset emissions
Over half of all greenhouse gas emissions are absorbed by nature.
09-11-2021 | Video
Corporate profits boom sends stocks to new peaks
Corporate profits boom sends stocks to new peaks
Equities have shrugged off macro headwinds and hit record highs in the US thanks to strong corporate earnings.
05-11-2021 | Monthly outlook
COP26: Helping poorer countries to adapt
COP26: Helping poorer countries to adapt
Developed countries are historically responsible for most of the emissions, and the challenge is to stop emerging markets going down the same coal-fired path.
04-11-2021 | Video
COP26: Beefing up net zero commitments
COP26: Beefing up net zero commitments
Countries need to accelerate their decarbonization under what’s known as the ‘ratchet mechanism’ – making progressively bigger cuts in emissions to reach net zero.
28-10-2021 | Video
Working to fortify digital assets to beat cybercrime
Working to fortify digital assets to beat cybercrime
Attitudes to improving data security have improved as cybercrime becomes a multi-trillion dollar threat, a Robeco engagement program has found.
22-10-2021 | Insight
Central banks' post-pandemic playbook
Central banks' post-pandemic playbook
Central banks have thrown the proverbial kitchen sink at their fight to mitigate the economic impact of Covid-19.
20-10-2021 | 5-Year outlook
The quant cycle
The quant cycle
Equity factors follow their own sentiment-driven cycle that cannot be explained by traditional business cycle indicators.
19-10-2021 | Research
Chipping away at water supplies
Chipping away at water supplies
Climate change and an intensifying appetite for silicon wafers and chips put water supplies and global supply chains at risk.
18-10-2021 | Stunning statistics
The earnings engine threatens to sputter as tapering begins
The earnings engine threatens to sputter as tapering begins
As the end of the year approaches, investors are entering a traditionally auspicious season for equities.
11-10-2021 | Insight
Central Banks’ post-pandemic playbook
Central Banks’ post-pandemic playbook
Over the coming years, central banks will aim to unwind the massive support they have provided during the pandemic.
11-10-2021 | Digital event
Taking a more cautionary stance against stagflationary turbulence
Taking a more cautionary stance against stagflationary turbulence
Market fears of stagflation have prompted Robeco’s multi-asset team to take some risk off the table and stash more cash.
08-10-2021 | Monthly outlook
Expected Returns 2022-2026 – Watch the full show
Expected Returns 2022-2026 – Watch the full show
Things are heating up, in different senses of the phrase.
07-10-2021 | Digital event
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