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Posts From Robeco

The Big Book of Trends & Thematic Investing

The Big Book of Trends & Thematic Investing

🕔13:03, 15.Oct 2020

For hundreds of millions of people, March 2020 was a watershed. Within days, the Covid19 pandemic had triggered powerful shockwaves across the world. Entire populations were put under strict lockdown measures almost overnight. Planes were grounded; and restaurants, museums and

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Brave real world

Brave real world

🕔12:54, 30.Sep 2020

It’s as if nothing happened. At the time of writing, the MSCI AC World index in EUR is up 8% since a year ago, which is very close to our long-term equilibrium equity return estimate of 7%. Yet, in the

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Gross Domestic Past-it – Rethinking how we value our progress as a society

Gross Domestic Past-it – Rethinking how we value our progress as a society

🕔09:25, 25.Sep 2020

Gross Domestic Product (GDP) has long been the go-to metric for assessing countries' development trajectories. In turn, investors are largely judged …

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Climate change: a problem that insurance companies can’t afford to ignore

Climate change: a problem that insurance companies can’t afford to ignore

🕔15:21, 14.Aug 2020

Climate change could have profound implications for property and casualty insurance companies due to the claims expected to result from an increased number of major weather events. What’s more, as major investors, insurers are faced with a likely double whammy

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Climate change: a problem that insurance companies can’t afford to ignore

Climate change: a problem that insurance companies can’t afford to ignore

🕔15:00, 17.Jul 2020

Climate change could have profound implications for property and casualty insurance companies due to the claims expected to result from an increased number of major weather events. What’s more, as major investors, insurers are faced with a likely double whammy

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Unlocking value in the euro  – Multi-asset market outlook

Unlocking value in the euro – Multi-asset market outlook

🕔11:44, 9.Jul 2020

Economic data is coming in stronger than expected. The better data is to some extent just a reflection of improvement from a low base – but on the other hand, it is confirmation that the worse of the economic contraction

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Adding commodities to the mix

Adding commodities to the mix

🕔15:14, 9.Jun 2020

May: Oil is back…  Risky assets continued their ascent in May. The best-performing asset class was commodities, and oil in particular. After an extremely negative performance in April, oil rebounded sharply. Pandemic fears continue to wane, and countries are slowly

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Will the oil price crash lower carbon footprints?

Will the oil price crash lower carbon footprints?

🕔11:04, 13.May 2020

Multi-asset market outlook  April was a good month for most risky assets. These positive returns, however, came on the back of a brutal correction. While most asset classes rebounded in April, some failed to find a bottom. Oil prices continued

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Central Bank Watcher

Central Bank Watcher

🕔16:55, 5.May 2020

Rates in lockdown for longer  With the outbreak of the coronavirus hitting the global economy, central banks have stepped up to the plate by delivering significant amounts of easing. Official yields are now at or below zero for all developed

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Policy missteps could hurt markets more than the virus

Policy missteps could hurt markets more than the virus

🕔08:55, 6.Mar 2020

Perspectives on the Coronavirus Outbreak The novel coronavirus, SARS-CoV-2, is the cause of COVID-19, a severe respiratory disease first detected in Wuhan, China…  

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Investing in China is a question of stock picking rather than index picking

Investing in China is a question of stock picking rather than index picking

🕔14:50, 30.Jan 2020

The relationship between China and the West has changed radically China faces many challenges and may not overtake the US by 2030 Finding expert managers is key for investors to make the right choices

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Investing in China is a question of stock picking rather than index picking

Investing in China is a question of stock picking rather than index picking

🕔17:18, 13.Jan 2020

Emerging Markets The relationship between China and the West has changed radically China faces many challenges and may not overtake the US by 2030 Finding expert managers is key for investors to make the right choices   

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Norway – the world’s most sustainable country

Norway – the world’s most sustainable country

🕔10:43, 6.Jan 2020

Country Sustainability Ranking Update – December 2019 Scandinavia continues to dominate sustainability rankings, lead this time by Norway.  The Nordic 4 along with Switzerland maintain their strong position thanks to leadership in governance, innovation, human capital, and environmental indicators.  Elsewhere

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Central Bank Watcher: playing the waiting game

Central Bank Watcher: playing the waiting game

🕔15:15, 31.Dec 2019

Fed, ECB, PBoC and the Boj

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All factor strategies go through long periods of poor performance

All factor strategies go through long periods of poor performance

🕔12:04, 22.Nov 2019

Factor investing requires a long-term perspective Talking about a demise of factors seems premature Active managers can add value through intelligent design

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A tale of s scenarios

A tale of s scenarios

🕔12:56, 15.Nov 2019

Outlook 2020 The recurring theme of this outlook can be summarized in just two words: ‘what if?’. We expect the economic expansion to last a little longer, and the equity bull market to enter the last leg of a near

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Lower credit risk observed in sectors that are positively aligned with the SDGs

Lower credit risk observed in sectors that are positively aligned with the SDGs

🕔09:08, 13.Nov 2019

SDG Credits Research

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Search for yield versus lurch to protectionism

Search for yield versus lurch to protectionism

🕔12:37, 14.Oct 2019

2018 was a bear market, but in the last six months credit has traded in a range – a remarkable performance given the slowdown in economic growth. Since last quarter, rates markets have been much more volatile than credit. Ominously,

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Multi-asset markets outlook

Multi-asset markets outlook

🕔17:59, 23.Sep 2019

The global economy is stuck in a persistent slowdown concentrated in the manufacturing sector amidst pervasive economic policy uncertainty. The latest ISM manufacturing producer confidence index slid into contraction territory at 49.1 in August, delivering little comfort for investors. Is

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What yield curve inversion means for credit investors

What yield curve inversion means for credit investors

🕔08:50, 16.Sep 2019

The US 2s10s curve inverted in August, other curves had already inverted

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Investing in a 50:50 World

Investing in a 50:50 World

🕔14:36, 11.Sep 2019

Speed read China-US trade deal has been delayed, expect more volatility Look for structural changes: China stimulus and global IT supply chains Best opportunities remain outside of the US, as long as we have a trade deal 

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Global Fixed Income Macro

Global Fixed Income Macro

🕔10:52, 15.Aug 2019

Central bank watcher: Time to deliver Fed: make life easy and do 50 ECB: A september to remember PBOC: Easing bij reform?

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Beleggen in een 50/50-wereld

Beleggen in een 50/50-wereld

🕔17:08, 26.Jul 2019

Welkom in een nieuwe wereld. Er is nog steeds geen handelsdeal en de winstherzieningen zijn verslechterd. Bovendien zijn centrale banken over de hele wereld nu nog milder dan in het vorige kwartaal. Onze vooruitzichten voor ontwikkelde markten blijven neutraal en

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‘Let’s use finance to make the world a better place’

‘Let’s use finance to make the world a better place’

🕔12:02, 17.Jul 2019

Robeco Quarterly It’s been 20 years since you were involved with the launch of Robeco’s first SI fund. How much do you think has changed in sustainable investing over that time? Is it now mainstream, or still work in progress?

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Multi-asset markets outlook – July

Multi-asset markets outlook – July

🕔17:02, 10.Jul 2019

Economic numbers were generally uninspiring in June. On a relative basis, data out the US was weaker than expected. In June it was less about the data and all about central banks. Market expectations heading into the meetings were extremely

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