Talk ’22: ‘We look for unexpected beauties rather than the usual suspects’
Emerging market equities can catch up with their developed world counterparts as tapering starts in 2022, says Wim-Hein Pals.
01-12-2021
|
Interview
The ‘equity party’ continues
Our developed and emerging markets equites teams have kept a positive stance on their respective markets for this quarter.
12-07-2021
|
Quarterly outlook
Spring has sprung for Value investing
Despite the recent rally in cheap stocks, we believe the Value upswing still has a way to go.
12-05-2021
|
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
|
Monthly outlook
Long read: Why I am more bullish than ever on quant
Following more than two years of quant strategies generally underperforming sharply, investors are questioning whether quantitative investing is still viable.
11-11-2020
|
Column
Restoring the battered Value factor in equities
The recent dreadful performance of the academic Value equity factor has been a blow for many investors.
