In our latest podcast, we discuss China’s challenges – from property to power shortages. We also zoom in on China’s ambition as it moves from a trade ...

While many quant equity strategies have struggled over the past few years, the performance of quant credits has been robust. Patrick Houweling, Co-he...

A fundamental shift is occurring in how and where the internet is used. Investors could be caught out by who the real winners are in this transition,...

More and more investors say they choose their fund manager based on their sustainability credentials. But is the industry ready for this fundamental ...

Value stocks are in revival – this after what seemed like an endless run of underperformance relative to growth stocks. But, is this the long-awaited...

It’s never a dull moment in the asset management industry. Innovation, market swings, increasing regulatory pressure, the rotation from growth to val...

It’s inevitable that the forceful fiscal stimulus and exceptionally loose monetary policy currently in place will result in higher inflation. But, sa...

“The more you read about climate change, the more worried you become”, says Carola van Lamoen, Head of Sustainable investing. However,  “mankind is h...

Keep questioning the consensus in 2021, do your research and stay contrarian, says Victor Verberk, Robeco’s CIO Fixed Income, in our latest podcast e...

Will value stocks make a comeback in 2021? Robeco’s Chief Quant Researcher, David Blitz, acknowledges that mean reversion isn’t always inevitable. An...