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Insights

Inflation may be more about the destination than the peak
Inflation may be more about the destination than the peak
We’re facing a highly unusual inflationary situation.
22-06-2022 | Insight
Fixed income outlook: The inflation game
Fixed income outlook: The inflation game
Central banks now face the predicament of prioritizing inflation over growth.
21-06-2022 | Insight
Podcast: Aggressive growth stocks face an uphill battle
Podcast: Aggressive growth stocks face an uphill battle
A year ago today, the scope for growth stocks – and particularly tech-related growth companies – still seemed boundless.
20-06-2022 | Podcast
ECB set to end negative policy rates soon
ECB set to end negative policy rates soon
In line with other major central banks, the ECB is pivoting its policy stance sharply towards tightening.
09-06-2022 | Insight
‘Factors are still the foundation of financial markets’
‘Factors are still the foundation of financial markets’
New data sources and techniques can help us to better understand factors.
08-06-2022 | Interview
China: Restarting engine three
China: Restarting engine three
The downtrodden Chinese consumer needs a helping hand if the country is to resume its growth flight path, says multi-asset investor Colin Graham.
07-06-2022 | Monthly outlook
Podcast: What’s with inflation?
Podcast: What’s with inflation?
Rising inflation has become a growing concern for consumers around the world.
01-06-2022 | Podcast
Navigating bond markets in times of stagflation
Navigating bond markets in times of stagflation
High inflation and central bank tightening are already leading to rising yields and negative bond returns.
18-05-2022 | Insight
Markets are a voting machine, investing is a weighing machine
Markets are a voting machine, investing is a weighing machine
Weighing up the long view has never been more important as turbulence continues to hit markets, says multi-asset investor Colin Graham.
18-05-2022 | Insight
The performance in government bonds is a reminder that it’s all relative
The performance in government bonds is a reminder that it’s all relative
So far this year we’ve seen fixed income assets cheapening faster than at any time in over 40 years.
18-05-2022 | Insight
The role of green bonds in a fixed income portfolio
The role of green bonds in a fixed income portfolio
Demand for green bonds has grown spectacularly, reflecting investors’ ambitious climate policies.
16-05-2022 | Insight
Central bank watcher: Spreading attention
Central bank watcher: Spreading attention
Markets are adjusting their focus.
12-05-2022 | Insight
Podcast: Rediscovering real assets
Podcast: Rediscovering real assets
There’s far more to real estate than ‘location, location, location’, and investors are taking note.
11-05-2022 | Podcast
Embracing the sustainability revolution in the world of investing
Embracing the sustainability revolution in the world of investing
What does the deep shift to sustainability mean for asset owners and asset managers?
09-05-2022 | Insight
REITs: playing in extra time?
REITs: playing in extra time?
They’ve long been seen as defensive, since traditional bricks and mortar can usually survive any downturn.
05-05-2022 | Monthly outlook
Data sets – factor investing in corporate bonds
Data sets – factor investing in corporate bonds
A research-driven approach is at the core of everything we do.
29-04-2022 | Data sets
Credit outlook: ‘If I have to make a tackle, I’ve already made a mistake’
Credit outlook: ‘If I have to make a tackle, I’ve already made a mistake’
The Fed may have made a policy mistake by starting this tightening cycle too late.
29-03-2022 | Quarterly outlook
Fixed income outlook: Czech mate
Fixed income outlook: Czech mate
We’re facing the risk of central bank policy error.
22-03-2022 | Quarterly outlook
Robeco statement on Ukraine
Robeco statement on Ukraine
At Robeco we are deeply saddened by the situation in Ukraine.
10-03-2022 | Insight
Surge in oil prices raises recession risk
Surge in oil prices raises recession risk
There are mitigating effects at play as crude prices soar following Russia’s invasion of Ukraine.
08-03-2022 | Monthly outlook
Stay up to date with our investment views on the Russia-Ukraine conflict
Stay up to date with our investment views on the Russia-Ukraine conflict
In this article we will regularly post updates from the various investment teams.
03-03-2022 | Insight
Taking on the challenge of measuring investment impact
Taking on the challenge of measuring investment impact
We’ve further innovated the process of quantifying companies’ impact on the world.
11-02-2022 | Insight
Buying the dip? Watch out you don’t trip
Buying the dip? Watch out you don’t trip
Investors should be cautious about re-entering the stock market after the correction in January, says strategist Peter van der Welle.
08-02-2022 | Monthly outlook
Podcast: Stick to your long-term investment beliefs
Podcast: Stick to your long-term investment beliefs
How tough will 2022 be for investors?
28-01-2022 | Podcast
US Inflation: the underlying reasons, the Fed’s reaction and the market impact
US Inflation: the underlying reasons, the Fed’s reaction and the market impact
US inflation has hit new records, leading investors to question whether rate rises can keep it in check, or whether the Fed is behind the curve again.
14-01-2022 | Webinar
Quant modeling can use non-numerical data, too
Quant modeling can use non-numerical data, too
We find that text analysis can predict the risk and return characteristics of corporate bonds.
10-12-2021 | Insight
Inflation fears and a more hawkish Fed spook markets
Inflation fears and a more hawkish Fed spook markets
Rising inflation that prompted the Fed to suggest faster tapering which may accelerate rate hikes has rattled markets.
08-12-2021 | Monthly outlook
Credit outlook: Imperfect information and imperfect foresight
Credit outlook: Imperfect information and imperfect foresight
With so many distorting elements at play right now, we can’t rely on economic theory for easy answers.
07-12-2021 | Quarterly outlook
The capex costs of reaching the Paris goals
The capex costs of reaching the Paris goals
We use green bond reporting to compare the environmental impact of a range of green projects.
06-12-2021 | Insight
Fixed income outlook: Pricing sigma
Fixed income outlook: Pricing sigma
We note several multiple sigma events across fixed income markets.
30-11-2021 | Quarterly outlook
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