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  • Robeco: Portugal matches strong Spanish growth

    20.02.2018 | 10:34

    Robeco: Portugal matches strong Spanish growth

    In Q4 Portugal was able to match preliminary Spanish growth data and outpaced Germany and Italy. Foreign trade is seen as the main driver behind this strong figure. In Italy last polls before the elections suggest centre-right to be in the lead.

  • Robeco: German agreement supports peripheral bonds

    12.02.2018 | 13:34

    Robeco: German agreement supports peripheral bonds

    Periphery government bonds managed to keep track of German bonds, despite the weakness in risky assets. The German coalition agreement led to spread tightening for all countries on Wednesday.

  • Robeco: Aktien und Immobilien - niedrigere Renditen erwartet

    09.02.2018 | 12:20

    Robeco: Aktien und Immobilien - niedrigere Renditen erwartet

    Aktien und Immobilien können strukturell Renditen abwerfen, die höher sind als das Wirtschaftswachstum – jedoch innerhalb gewisser Grenzen, sagt Lukas Daalder von Robeco.

  • Robeco: Spanish fiscal deficit on track for strong decline

    05.02.2018 | 11:24

    Robeco: Spanish fiscal deficit on track for strong decline

    Euro periphery bonds fared well in a week that was characterized by a bearish market climate for German Bunds. Spreads for both Italy and Spain tightened. While being severely hit during the financial crisis, the Portuguese housing market is already starting to show signs of overheating again.

  • Robeco: Fitch upgraded Spain to an A rating

    29.01.2018 | 12:20

    Robeco: Fitch upgraded Spain to an A rating

    The announcement of Puigdemont as Catalan Premier candidate and the unemployment rate creates uncertainty. But there are also positive ones: Fitch upgraded Spain to an A rating with a stable outlook.

  • Robeco: Italy - structural reforms in danger

    22.01.2018 | 13:42

    Robeco: Italy - structural reforms in danger

    Resilient peripheral spreads despite political uncertainties in Italy and Catalonia.

  • Robeco: Global Equity - Goldilocks revisited

    18.01.2018 | 09:08

    Robeco: Global Equity - Goldilocks revisited

    The outlook for the stock markets in 2018 is good - economic growth will continue to accelerate while inflationary pressures remain largely under control. But how will the market react to central bank interest rate hikes?

  • Robeco: "Schluss mit dem Gejammer über die US-Zinsstrukturkurve!"

    15.01.2018 | 16:21

    Robeco: "Schluss mit dem Gejammer über die US-Zinsstrukturkurve!"

    Befürchtungen, dass eine invertierte Zinsstrukturkurve in den USA eine Rezession ankündigt, sind völlig unangebracht. Warum die abflachende Kurve, die die Renditeunterschiede zwischen Staatsanleihen mit kürzeren und längeren Laufzeiten anzeigt, kein schlechtes Omen ist – und welche Rolle die US-Notenbanker dabei spielen.

  • Robeco: Outperforming peripheral bonds

    15.01.2018 | 09:04

    Robeco: Outperforming peripheral bonds

    Peripheral bonds performed very well this week, despite the sell-off of US Treasury and Bund bonds. But what is the impact of the ongoing political uncertainties in Italy and Spain?

  • Robeco: Neuer FinTech-Aktienfonds aufgelegt

    12.01.2018 | 08:59

    Robeco: Neuer FinTech-Aktienfonds aufgelegt

    „Fintech lässt die experimentelle Startup-Phase hinter sich und etabliert sich am Markt. Dies eröffnet Chancen“, analysiert Robeco-Co-Fondsmanager Patrick Lemmens. Der kürzlich aufgelegte Aktienfonds Robeco Global FinTech Equities ist in Unternehmen investiert, die von der wachsenden Digitalisierung im Finanzsektor profitieren.

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