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Insights

Unlocking value in the euro
Unlocking value in the euro
An EU stimulus program to recover from Covid-19 may be the catalyst for the euro to rise again, say Robeco’s multi-asset specialists.
07-07-2020 | Monthly outlook
Linking economic activities with the SDGs
Linking economic activities with the SDGs
A new research paper has mapped the impact that economic activity has on achieving the UN’s Sustainable Development Goals.
30-06-2020 | Insight
Central bank watcher: Fiscal financiers
Central bank watcher: Fiscal financiers
As economies reopen after the pandemic-induced lockdowns, the collateral damage to public finances is becoming evident.
18-06-2020 | Insight
Showing your metal – adding commodities to the mix
Showing your metal – adding commodities to the mix
The time has come to invest in commodities as we emerge from the Covid-19 recession, says multi-asset specialist Jeroen Blokland.
05-06-2020 | Monthly outlook
Will the oil price crash lower carbon footprints?
Will the oil price crash lower carbon footprints?
An historic plunge in the oil price has raised hopes that carbon footprints could be permanently cut – but this may be wishful thinking.
08-05-2020 | Monthly outlook
Covid-19 exposes weaknesses in country sustainability
Covid-19 exposes weaknesses in country sustainability
The coronavirus has highlighted how vulnerable a nation can become to a sudden crisis, RobecoSAM warns in a new report.
01-05-2020 | Insight
A negative oil price – a market quirk, or the ‘new normal’?
A negative oil price – a market quirk, or the ‘new normal’?
The price of US oil temporarily dipped below zero for the first time in history, which means an oil supplier has to pay someone to take it off their hands.
21-04-2020 | Insight
Podcast: Corona, oil price war and falling markets – what to do?
Podcast: Corona, oil price war and falling markets – what to do?
“If you wake up and see -6%, you know what kind of day it is going to be.
07-04-2020 | Podcast
Navigating the two-way risk in equities
Navigating the two-way risk in equities
Investors are facing an unprecedented conundrum about whether equities have bottomed out, our multi-asset monthly outlook says.
03-04-2020 | Monthly outlook
Fixed income outlook: The Covid shock and the Baa recovery
Fixed income outlook: The Covid shock and the Baa recovery
Fixed income opportunities are shifting swiftly away from safe-haven government bonds towards credit.
01-04-2020 | Quarterly outlook
A shock of Titanic proportions
A shock of Titanic proportions
The world is facing an unprecedented public health crisis that is having a huge impact on both human society and the economy.
27-03-2020 | Insight
It’s time to heed the positive signals
It’s time to heed the positive signals
Robeco’s fixed income teams gradually are shifting towards buying mode.
19-03-2020 | Interview
Market update: what now, what next?
Market update: what now, what next?
While it is never fun to be in the midst of a market meltdown, we have learned that this is a good time to be long-term, active investors.
16-03-2020 | Insight
Feel the Bern – the risks of the US elections
Feel the Bern – the risks of the US elections
Battered markets have a new thing to worry about: the possibility of a socialist US president, our monthly outlook warns.
05-03-2020 | Monthly outlook
Creating value in loops
Creating value in loops
A new RobecoSAM investment strategy will target the ultimate in sustainability – the circular economy.
13-02-2020 | Insight
It’s too early to be too gloomy about stocks
It’s too early to be too gloomy about stocks
The coronavirus has given the world a financial scare as well as a health shock – but there’s no need to put equities into quarantine.
07-02-2020 | Monthly outlook
Look for the underdog
Look for the underdog
The year ahead is shaping up as a good one for global equities.
21-01-2020 | Quarterly outlook
Mind the skew – stocks may not yet have peaked
Mind the skew – stocks may not yet have peaked
A curious skew in historical stock returns means global equities may have some upside left, says strategist Peter van der Welle.
09-01-2020 | Monthly outlook
Lower earnings may not usher in a bear market
Lower earnings may not usher in a bear market
Falling company profits don’t necessarily mean a bear market or recession is due, says strategist Peter van der Welle.
06-12-2019 | Monthly outlook
Living wage platform expands focus
Living wage platform expands focus
An investor group set up to promote living wages is broadening its scope outside garments after marking its first anniversary.
04-11-2019 | Insight
Celebrating 30 years of inflation targeting?
Celebrating 30 years of inflation targeting?
Inflation targeting is celebrating its 30th anniversary, but is now due for a makeover, says portfolio manager Rikkert Scholten.
16-10-2019 | 5-Year outlook
Manufacturing versus services – a tale of two indices
Manufacturing versus services – a tale of two indices
Investors need to nuance weaker confidence in manufacturing, as services data is a stronger signal, says portfolio manager Rikkert Scholten.
08-10-2019 | Monthly outlook
Paving the way for unconventional policy
Paving the way for unconventional policy
Policy makers will turn to unconventional fiscal policy to deal with the next recession, says strategist Peter van der Welle.
02-10-2019 | 5-Year outlook
What’s driving the mid-cycle slowdown
What’s driving the mid-cycle slowdown
Economic growth is hitting a speed ramp, but should shift into a higher gear, says strategist Peter van der Welle.
06-09-2019 | Monthly outlook
Investing in a 50:50 World
Investing in a 50:50 World
Welcome to a new world.
18-07-2019 | Column
Pay your way: assessing corporate tax strategies
Pay your way: assessing corporate tax strategies
It lacks the magnitude of climate change, but a company’s approach to paying tax is still critical when evaluating its sustainability.
17-07-2019 | Insight
Investing in a world of binary outcomes
Investing in a world of binary outcomes
Welcome to a new world.
12-07-2019 | Quarterly outlook
Fixed income outlook: More repression to avoid recession
Fixed income outlook: More repression to avoid recession
Fighting the Fed or ECB has been a losing game over the past decade.
10-07-2019 | Quarterly outlook
The Fed’s sugar rush rally
The Fed’s sugar rush rally
When the Fed starts cutting rates, it is easier to be long 2-year Treasuries than credit, says Global Macro team co-head Jamie Stuttard.
05-07-2019 | Monthly outlook
Post G20 expect delays on a trade deal, but we still need one
Post G20 expect delays on a trade deal, but we still need one
Reaching a trade deal would be crucial for equity markets.
05-07-2019 | Insight
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