March 14

Opinion How realistic are return expectations really February 2018 ?

Equities and real estate can structually deliver returns in excess of economic growth, but within limits, says Robeco investors Lukas Daalder.

March 12

Opinion Trump’s macroeconomic poison cocktail

According to Lukas Daalder, Chief Investment Officer of Robeco Investment Solutions, tax cuts set to raise US government and trade deficits higher • Tariff plans add a new flavor to an already toxic cocktail • Spare capacity will determine the fate of this (...)

March 1

Strategy Does a liquidity factor premium exist in the stock market?

Academic studies present ample evidence in support of the existence of four factor premiums in stock markets: Low Risk, Value, Momentum, and Quality. Factor investing puts these concepts into practice by enabling investors to allocate their capital explicitly to these (...)

February 19

Opinion Germany, or even Europe, to be thrown into political turmoil ?

In the Netherlands, the moderates hold on to power. Then came the election of French President Emmanuel Macron and the decisive victory of his newly founded movement, La République en Marche, in the French general (...)

February 8

Strategy Outperforming in Asia with boots on the ground

Arnout van Rijn and Victoria Mio attribute the success of their flagship equity strategies to opening an office in Hong Kong in 2008, enabling local access to the companies in which they invest. They previously managed the strategies as part of the emerging market equities (...)

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