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Insights

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
Running on fumes, in search of the next refill
Running on fumes, in search of the next refill
Markets need a major catalyst to move higher as they face headwinds led by the US elections and Covid-19, says strategist Peter van der Welle.
08-10-2020 | Monthly outlook
5-year Expected Returns: Brave real world
5-year Expected Returns: Brave real world
Few would doubt that the Covid-19 pandemic has completely changed the world.
29-09-2020 | 5-Year outlook
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 specialists.
07-07-2020 | 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
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
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
Giving China its rightful share in your portfolio
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
23-10-2019 | 5-Year 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