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Insights

Metals – anything but rusty
Metals – anything but rusty
Commodity prices can continue to rise on a string of favorable factors, says strategist Peter van der Welle.
07-05-2021 | Monthly outlook
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
SI Opener: The portfolio manager 2.0 needs to know more than maximizing alpha
SI Opener: The portfolio manager 2.0 needs to know more than maximizing alpha
To be successful in the changing asset management environment, portfolio managers need to continuously reinvent themselves.
22-04-2021 | SI Opener
Bitcoin as digital gold – a multi-asset perspective
Bitcoin as digital gold – a multi-asset perspective
Bitcoin is often derided as being highly volatile, but as digital gold it could play a role in a multi-asset portfolio, says investor Jeroen Blokland.
09-04-2021 | Monthly outlook
Robeco publishes 2021 Global Climate Survey
Robeco publishes 2021 Global Climate Survey
Tackling climate change has become the number one priority for investors.
26-03-2021 | Insight
Beat the headline
Beat the headline
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
25-01-2021 | Column
It’s not growth vs value, it’s headline vs fundamentals
It’s not growth vs value, it’s headline vs fundamentals
The events that have unraveled over the last quarter have added support to our constructive stance on global equities.
22-01-2021 | Insight
Robeco commits to net zero carbon ambition by 2050
Robeco commits to net zero carbon ambition by 2050
Robeco is committing to achieving net zero greenhouse gas emissions across all its assets under management by 2050.
04-12-2020 | Insight
Keep your eye on the relevant ball
Keep your eye on the relevant ball
I know a lot, really.
19-10-2020 | Column
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
Low-risk stocks behave like bonds
Low-risk stocks behave like bonds
Low-risk stocks are very bond-like.
13-10-2020 | Research
Carbon pricing, asset allocation and climate goals
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020 | Insight
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
Stimulus has made bonds less attractive than equities
Stimulus has made bonds less attractive than equities
The improving global economy has made bonds less attractive compared to equities, says portfolio manager Jeroen Blokland.
07-09-2020 | Monthly outlook
Is it time to favor North Asia over the US?
Is it time to favor North Asia over the US?
We thought we had seen it all, or almost all, and then the ball comes out of left field.
14-04-2020 | Quarterly outlook
Never a dull moment: 25 years of emerging market investing
Never a dull moment: 25 years of emerging market investing
Today, emerging markets represent a quarter of the global equity market.
26-11-2019 | 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
Enabling insurers to achieve capital-efficient returns
Enabling insurers to achieve capital-efficient returns
The majority of assets owned by insurers are invested in investment grade fixed income.
19-08-2019 | Insight
Overcoming the challenges of ESG integration in Chinese A-shares
Overcoming the challenges of ESG integration in Chinese A-shares
Growing interest in sustainability investing is driving changes in markets.
26-02-2019 | Insight