A shock of Titanic proportions – but the recovery should be U-shaped
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
Robeco’s fixed income teams gradually are shifting towards buying mode.
19-03-2020 | Interview
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
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
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
It’s late cycle but not end cycle
Markets continue to be weak and volatile, while growth expectations are depressed globally.
10-01-2019 | Quarterly outlook
Navigating bull and bear markets
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Sustainability and the role of finance
Sustainability is usually defined as meeting today’s needs without compromising the ability of future generations to meet theirs.
02-10-2018 | Insight