With stock markets close to all-time highs at a time of very elevated economic uncertainty, the question arises if investors have become too confident. Today’s chart from The Yale School of Management Stock Market Confidence Indexes reveals how probable U.S. individual and (...)
Look outside the US, Goldilocks scenario doesn’t hold anymore; EM back on the buy list: take advantage of the Armageddon panic; The Damocles swords of 2018 are slowly being pulled back
Equities and real estate can structually deliver returns in excess of economic growth, but within limits, says Robeco investors Lukas Daalder.
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 (...)
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 (...)
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