Best of 2024 – from Expected Returns to unexpected comebacks

2024 has been another thrilling year for investors, marked by numerous events that have shaped investor sentiment. Over 50 countries, including India, Brazil, South Africa, and the US, held major elections. Developed markets experienced a rollercoaster of inflation rates, central banks began to shift their policies, and cryptocurrencies made headlines in the final moments of the year. Let's delve into the top stories that captured our readers' attention throughout the year.

1. Emerging markets’ second growth wave is straight ahead

After a decade of disappointing returns, emerging markets are positioning for a comeback, and a majority of investors have taken note throughout 2024. This article, being Robeco’s best-read article of 2024, is proof of that.

2. Value investing: “The reports of my death have been greatly exaggerated”

Here’s another comeback kid: value investing, starring in our second-best read article of the year. Often written off and, yes, outperformed by growth stocks for a longer period. Less appealing than the Magnificent Seven? Surely, but ignoring value stocks might leave you wrong-footed in the longer term.

3. Expected Returns 2025-2029: Atlas Lifted

There’s no such thing as a ‘best read’ overview without our flagship publication in the spotlight. Our annual multi-asset five-year outlook on financial markets deservedly in position 3 – but still gaining ground every single day.

4. Unraveling 9 key questions about credits

Who said it’s hard to make appealing content about credits? Addressing client questions in a timely and accessible way obviously pays off. This series of questions, bundled in a concise brochure, is this year’s fourth-best read article.

5. Podcast: Zooming in and out of the factor zoo

Our monthly podcast series, now in it’s sixth year, covers all corners of financial markets. In this episode we take a look at the overwhelming offering of factors – some of them more equal than others.

Important information

This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.