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Institutional’s articles related to investments’ trends
Articles
Opinion South Africa: a ray of hope
Following weeks of contestation, Jacob Zuma resigned on 14 February 2018 after nine years in office, leaving a mixed legacy to South Africa’s new president, Cyril Ramaphosa.
Opinion Fear of Inflation
The increase in inflation has been considered as one reason for the correction. Accelerating inflation is related to the tightening of central banks’ monetary policy and the rise in the interest rate level, which may be a burden on economies and equity (...)
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.
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 (...)
Opinion Hedge funds outperformed but the devil is in the details
The return of market volatility in February hurt equity markets significantly. For the first time in 15 months, the MSCI World ended the month in the red, down -3.5%, as EMU and Japanese markets underperformed.
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