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
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
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
Central bank watcher: Good citizens
The three major central banks, the Fed, ECB and BoJ, are maintaining their dovish tone.
20-08-2020 | 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 | Insight
Green signs, value and grandmother’s cupboard
As investors, we never stop learning.
20-07-2020 | Insight
Navigating bull and bear markets
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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
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?
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
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
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
Covid-19 - Market Update
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
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