How capex holds the key to a self-sustaining economic recovery
Capital expenditure to fix supply shortages and meet burgeoning demand is seen figuring strongly in the post-Covid recovery.
08-07-2021 | Monthly outlook
Europe takes up the baton
Vaccination success will allow Europe’s economic recovery to catch up with the US and China, says strategist Peter van der Welle.
08-06-2021 | Monthly outlook
A new market climate? Opportunities from Joe Biden's first 100 days
US President Joe Biden will mark his first 100 days in office on 30 April.
11-05-2021 | Webinar
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
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
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
Climate investing: from urgency to solutions
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
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
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
Interest rates – don’t be so negative
How fashionable will negative interest rates be in five years’ time?
26-10-2020 | 5-Year outlook
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
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
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
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
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
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
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
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
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
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
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