Markets are pricing for the best possible outcome.
17-12-2020
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Insight
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
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Monthly outlook
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
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Yearly outlook
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020
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5-Year outlook
US elections: weighing the odds
The 2020 US Elections have entered the final straight.
20-10-2020
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Insight
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020
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Insight
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
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Video
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
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Monthly outlook
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
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Insight
5-year Expected Returns: Brave real world
Few would doubt that the Covid-19 pandemic has completely changed the world.
29-09-2020
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5-Year outlook
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
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Insight
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
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Insight
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
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Monthly outlook
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
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Insight
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
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Insight
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020
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Insight
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to realize gains and adopt a patient stance.
08-07-2020
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Insight
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
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Monthly outlook
Credit outlook: The rules have changed
The ‘common enemy’ elicited a massive unconventional, coordinated series of stimulus by policy makers.
24-06-2020
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Insight
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
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Monthly outlook
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
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Monthly outlook
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
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Monthly outlook
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.
