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Covid-19 - Market update
Navigating a sea of Covid and elections noise

Despite short-term noise, ​we still favor North Asia, followed by Europe, and selective buying of high-quality value stocks.

Fundament​al Equities Outlook Q4 2020

Latest updates

Read our updated insights on market events and investment conditions.

More insights

Latest updates

Read our updated insights on market events and investment conditions.

More insights
SI Opener: Covid-19 puts spotlight on labor issues in the apparel industry
SI Opener: Covid-19 puts spotlight on labor issues in the apparel industry
The fashion industry has been severely affected by the Covid-19 pandemic due to its discretionary nature, impacting not only garment brands but also their supply chains.
26-11-2020 | SI Opener
Engagement successes highlighted in Q3 Active Ownership report
Engagement successes highlighted in Q3 Active Ownership report
Engagement has always been one of Robeco’s strengths, as shown by work completed in the third quarter by the Active Ownership team.
30-10-2020 | Active Ownership Report
Navigating a sea of Covid and elections noise
Navigating a sea of Covid and elections noise
All of our conclusions from our previous quarterly outlook remain valid.
16-10-2020 | Quarterly outlook
Carbon pricing, asset allocation and climate goals
Carbon pricing, asset allocation and climate goals
Assessing carbon risk in portfolios is a difficult but necessary task for investors.
12-10-2020 | Insight
Fixed income outlook: The autumn cluster
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | Insight
Expected Returns – watch the full show
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
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
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
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This page is intended for US prospects, clients and investors only and includes information about the capabilities, staffing and history of RIAM US and its participating affiliates, which may include information on strategies not yet available in the US. SEC regulations are applicable only to clients, prospects and investors of RIAM US. Robeco BV, Robeco HK and Robeco SH are considered a “participating affiliate” of RIAM US and some of their employees are “associated persons” of RIAM US as per relevant SEC no-action guidance. Employees identified as associated persons of RIAM US perform activities directly or indirectly related to the investment advisory services provided by RIAM US. In those situations, these individuals are deemed to be acting on behalf of IUAM, a US SEC registered investment adviser.

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