ROBECO

The curious case of Fama-French: where does alpha come from?

In this podcast, we unpack the gap between theory and practice, and what it reveals about the evolution of quant...

ROBECO

EM to the core, Episode 1 – Six tailwinds for emerging markets

In the first episode of our new podcast series, portfolio manager Wim Hein Pals discusses six factors that support the...

ROBECO

Africa’s leading economies are the next EM opportunity

Cornelis Vlooswijk, senior portfolio manager for Robeco’s Emerging Markets Equities strategy, talks about how Africa’s leading economies are positioned in...

ROBECO

Credit outlook: Halo, is it me you’re looking for?

In a market shaped by AI disruption and energy shocks, we favor hard assets with low obsolescence risk

ROBECO

Emerging markets’ strength comes from within

The architecture of the global economy is changing with emerging markets (EM) becoming central to global growth, innovation and wealth...

ROBECO

Small caps, enhanced signals: Our new NextGen ETF

Small-cap equities have long been associated with growth potential and diversification, but have been out of favor for much of...

ROBECO

Six must-knows about active ETFs

Exchange-traded funds (ETFs) have rapidly become one of the most popular investment vehicles globally

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Old World, new money: Are European equities making a comeback?

Could increasing exposure to European equities be beneficial for today’s investor? In a new paper, we examine the current landscape...

ROBECO

Credit outlook: Divorce and dispersion

The consensus was that Trump would use tariffs merely as a bargaining tool to secure better outcomes for the US,...

ROBECO

Equity outlook: Equities in a new world order

The short-term outlook for both developed and emerging market equities is clouded by trade policy fears, but active global investors...

ROBECO

Exploring emerging markets debt: Bond voyage?

During the past two decades, returns in the emerging markets debt space have experienced significant swings

ROBECO

Podcast: Ignore momentum at your own peril

Equity markets are living through one of the most powerful momentum runs in decades, driven in large part by the...

ROBECO

Quant Street, Episode 1 – Why quant investing is not a black box

Quant investing has been called a ‘black box,’ but is that really the case? In the first of this new...

ROBECO

An ‘epic era’ for stock picking under Trump 2.0

Tariffs have unsettled the market as President Trump begins his second term, but they may present the ideal conditions for...

ROBECO

Credit quarterly outlook: Can spreads ever widen again?

Spoiler alert: Yes, of course they can. As we close the books on 2024 and look forward to the future,...

ROBECO

The art of quant investing

What makes investing both a science and an art? In The Art of Quant Investing, we share highlights from our...