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Insights & Analysis Overview
Markets hesitant as economy struggles
09-05-2012 | Investment Insight
With a handful of negatives jostling to set off a new phase in the eurozone debt crisis and macro mismanagement becoming entrenched in emerging markets, equities’ rally is over, says Chief Economist Léon Cornelissen.
Bullish outlook for Chinese Equities
01-05-2012 | | Investment Insight | Victoria Mio
Attractive valuations and a positive outlook for earnings revisions in the second half of the year are two reasons why Victoria Mio, Fund Manager, Robeco Chinese Equities, is positive about the asset class.
Equity market consolidation nearing
13-04-2012 | Investment Insight
The rally by equities is running out of steam, warns Robeco Chief Strategist Ronald Doeswijk, who has also become less enthusiastic about the prospects for emerging markets equities.