It is amazing how so much can change when not much has really changed.
Blokland’s daily sketch
Mind the hedging cost gap.
Trade risks are complicating the picture for bonds
The trade war threat and political risks in Italy are reasons to remain cautious on bonds.
Graph of the week
Inflation is here
Three years of successful factor investing in credit markets
Factor investing also works in credit markets.
Engagement with Roche: What's in it for the company?
Active ownership: a time-consuming burden, or a useful exercise?
Expertise where it matters most
Research has been embedded in our DNA since the very beginning. We strongly believe in innovative, evidence-based investing to best serve clients’ needs. With investment teams looking beyond their own areas and actively sharing ideas, this knowledge-based approach has progressively developed
four key strengths.
Robeco’s first global equity mutual fund was launched in 1933, just four years after the company was founded. Today, we manage a wide range of portfolios for retail and institutional clients worldwide.