globalen

Insights

A Knock at the Door: The return of inflation
A Knock at the Door: The return of inflation
Since the global financial crisis, one economic variable has stayed on our mind: inflation.
05-12-2019 | Yearly outlook
Celebrating 30 years of inflation targeting?
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
Sometimes data revisions matter
Sometimes data revisions matter
Sometimes data revisions really matter – this is one of those times.
05-08-2019 | Insight
In denial, but for how long?
In denial, but for how long?
In our latest Central Bank Watcher, we examine the policy and actions of the world’s major central banks.
11-01-2019 | Insight
Tightening in tougher conditions
Tightening in tougher conditions
In our new Central Bank Watcher, we examine the policy and actions of the world’s major central banks (Federal Reserve, European Central Bank, People’s Bank of China and the Bank of Japan).
30-10-2018 | Insight
All roads lead to Rome but few lead to Italian debt sustainability
All roads lead to Rome but few lead to Italian debt sustainability
It was a warning made two and a half centuries ago – but it has stood the test of time.
29-10-2018 | 5-Year outlook
US trade war could extinguish overheating
US trade war could extinguish overheating
Tariffs could unwittingly act as an antidote to US economic overheating, says Chief Economist Léon Cornelissen.
28-03-2018 | Insight
Inflation - a little goes a long way
Inflation - a little goes a long way
Only a couple of years ago, US economists were still worrying about deflation.
19-03-2018 | Insight
Trump’s macroeconomic poison cocktail
Trump’s macroeconomic poison cocktail
Donald Trump risks a poisonous macroeconomic cocktail by both stimulating and choking off a booming US economy, says Robeco’s Lukas Daalder.
08-03-2018 | Monthly outlook
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
23-01-2018 | Video
Secular stagnation is a stagnating theory
Secular stagnation is a stagnating theory
Is secular stagnation for real?
22-09-2017 | 5-Year outlook
Financial markets are coming of age
Financial markets are coming of age
Riskier assets are seen returning less as financial markets face a ‘coming of age’, our new five-year outlook predicts.
18-09-2017 | 5-Year outlook
Helicopter money flies into view
Helicopter money flies into view
Helicopter money is moving onto central banks’ radar as they run out of ammunition to stimulate economies, says Robeco’s Lukas Daalder.
07-03-2016 | Monthly outlook
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