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Insights

Bonds: Shaken, not stirred
Bonds: Shaken, not stirred
A rise in bond yields has left central banks shaken but not stirred as the world comes out of lockdown, Robeco’s strategists say.
08-03-2021 | Monthly outlook
The old school recovery
The old school recovery
A focus on stimulating the real economy will make the post-Covid-19 recovery different from previous ones, says Robeco strategist Peter van der Welle.
05-02-2021 | Monthly outlook
China outlook 2021: Starting off the year on the right foot
China outlook 2021: Starting off the year on the right foot
Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020.
27-01-2021 | 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
North-south divide emerges in Country Sustainability Ranking
North-south divide emerges in Country Sustainability Ranking
A clear gap between northern and southern European countries has emerged in the biannual Robeco Country Sustainability Ranking.
20-01-2021 | Yearly outlook
Markets will mirror vaccination success
Markets will mirror vaccination success
Vaccination rates acting as the key to ending the Covid-19 crisis are seen determining market success in early 2021.
08-01-2021 | Monthly outlook
Credit outlook: TINA is still singing
Credit outlook: TINA is still singing
Markets are pricing for the best possible outcome.
17-12-2020 | Insight
The Value tortoise is on the move
The Value tortoise is on the move
The availability of an effective Covid-19 vaccine may trigger a revival for Value investing, says Robeco strategist Peter van der Welle.
08-12-2020 | Monthly outlook
Outlook 2021: Tackling the trilemma
Outlook 2021: Tackling the trilemma
Finding the right balance between three things – public health, normal economic functioning, and personal freedoms – will be the main challenge for policymakers in 2021.
19-11-2020 | Yearly outlook
Interest rates – don’t be so negative
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | 5-Year outlook
US elections: weighing the odds
US elections: weighing the odds
The 2020 US Elections have entered the final straight.
20-10-2020 | Insight
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
Fixed income outlook: The autumn cluster
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | 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
Money for nothing, inflation not guaranteed
Money for nothing, inflation not guaranteed
The massive stimulus to restart economies following the Covid-19 crisis isn’t likely to trigger inflation, say Bob Stoutjesdijk, Rikkert Scholten and Martin van Vliet of Robeco’s Global Macro team.
05-10-2020 | Insight
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
Five years of SDGs, five lessons learned
Five years of SDGs, five lessons learned
The UN’s Sustainable Development Goals (SDGs) celebrate their fifth anniversary this month – so, what have we learned?
25-09-2020 | Insight
Gross Domestic Past-it – rethinking how we value societal progress
Gross Domestic Past-it – rethinking how we value societal progress
The Covid-19 crisis has shown that we need to find other ways of measuring national success than just GDP, Robeco’s sustainability experts say.
22-09-2020 | Insight
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
Sizing up Chinese equities – a market too big to ignore
Sizing up Chinese equities – a market too big to ignore
China’s rise to become the world’s second-largest economy has been matched by the growth of its mainland stock market.
31-08-2020 | Insight
Business leaders brainstorm the sustainable future at SI Explore
Business leaders brainstorm the sustainable future at SI Explore
Corporate leaders must get on the sustainability train, collaborate more with investors, embrace youth and see how everything is a sub-set of nature.
27-07-2020 | Insight
Green signs, value and grandmother’s cupboard
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020 | Insight
Fixed income outlook: Rising waves
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to realize gains and adopt a patient stance.
08-07-2020 | Insight
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
Credit outlook: The rules have changed
Credit outlook: The rules have changed
The ‘common enemy’ elicited a massive unconventional, coordinated series of stimulus by policy makers.
24-06-2020 | Insight
Adding commodities to the mix
Adding commodities to the mix
The time has come to take a second look at 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
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