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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Robeco - The Brexit’s mid-term consequences for investors

The mid-term outlook for investors depends on whether the Brexit either unifies or further breaks up the European Union in a domino effect, says Lukas Daalder.

  • Brexit vote could lead to referendum calls in other EU nations
  • Negative fallout seen in data, but outcomes unknown until Autumn
  • Mid-term depends on political outcomes; hedging risk is a priority

Company: Robeco
Date added: 29-06-2016
Sector: Brexit

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Robeco - Efficient factor investing strategies - A ‘Sharper’ approach to harvesting factor premiums

There is a shift towards allocating to the factor premiums momentum, value and low volatility. However, since common factor indexes are a suboptimal way to harvest factor premiums, this paper shows the improved results of a more sophisticated approach. Factor strategies developed by Robeco lead to higher returns, while lowering the risks, resulting in higher Sharpe ratios.

Company: Robeco
Date added: 28-06-2016
Sector: Briefing - Investment

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Robeco - Financial markets get a ‘nasty surprise’ from Brexit vote

Markets got the biggest shock from the Brexit vote since the financial crisis of 2008 and now face months of uncertainty, say Robeco’s portfolio managers for the major asset classes.

Speed read:

  • Robeco Asset Allocation looks to reduce risk and manage volatility
  • Global Total Return Bond Fund positions for flatter yield curves
  • Flagship equities fund looks for stock-specific post-Brexit opportunities

Company: Robeco
Date added: 24-06-2016
Sector: Brexit

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Robeco - Britons stun the world by voting for a Brexit

Britons stunned the world and sent financial markets into freefall after voting to leave the European Union in an historic referendum. “It was contrary to what the polls and betting markets were predicting, so it comes as a huge shock,” says Robeco Chief Economist Léon Cornelissen. “But then it is a narrow margin, so this doesn’t mean that the UK will automatically leave the EU, because it is up to the UK government to trigger Article 50 of the Lisbon Treaty which would start the divorce process.”

Company: Robeco
Date added: 24-06-2016
Sector: Brexit

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Robeco - Expected Future Asset Class Returns for 2016-2020

In this excellent 120 page document, Robeco present their forecasts for expected returns for major asset classes during 2016-2020. They also set out in detail the building blocks underlying these forecasts. They argue that longer-term forecasting is more reliable than short-term forecasting. Valuation corrections, for instance, are impossible to forecast on a three month horizon, but over a five-year period, some reversion to normal valuations is likely to occur. Furthermore, the impact of unexpected economic or political developments is more likely to even out, during a five year time frame. Robeco forecast five year global equity returns at 5.5%pa.

Company: Robeco
Date added: 01-12-2015
Sector: Markets

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