Robeco Asset Management

Manage risk, navigate complexity and target the best EM opportunities with Robeco in equities, quant, fixed income and credits with this comprehensive overview of Robeco EM strategies
https://ro-be.co/3xj22x4x

The traditional safe-haven asset of US Treasury bonds is not as safe as it once was, but there are alternatives such as gold or fiat currencies. Read this summary of one of the special topics from Expected Returns 2026-2030 to find out where to put your money in a crisis.
https://ro-be.co/ycksbaw8

Fearless… but not flawless.
France has overtaken Italy as the eurozone's weak spot, while southern Europe strengthens. Credit spreads are at multi-year lows, leaving little cushion for surprises. Our Global Macro outlook explains why we favor targeted steepeners, SSAs, and selective EM exposure over broad credit beta. Explore the full report here:
https://ro-be.co/2dyzcjst

We're in both an age of enlightenment and an age of turmoil. The progression embodied in artificial intelligence is being met with the regression of incoherent and threatening policies from the US. That's why we've called this year's edition of Expected Returns 'The Stale Renaissance' to reflect this paradox. Download the five-year outlook here.
https://ro-be.co/3edm5yyk

Does the ECB really follow the Fed? For years, markets assumed Europe trailed the US in policy moves. But over the past 18 months, that belief hasn't held up. The ECB is leading the Fed in easing and is already back to neutral. What does this shift mean for global markets? Read more in our latest Central Bank Watcher. https://ro-be.co/yc6mamd6