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Insights

This time, banks are part of the solution
This time, banks are part of the solution
Compared to conditions during the global financial crisis, the health of the banking sector and the environment for banking are now significantly different.
22-04-2020 | Insight
Credit outlook: 'The common enemy'
Credit outlook: 'The common enemy'
Spreads have moved from historically narrow levels straight to recessionary wides.
24-03-2020 | Quarterly outlook
Credit outlook: There is no average
Credit outlook: There is no average
There is a bid for safety in credit markets, but a need for yield.
10-12-2019 | Quarterly outlook
Scenario analysis confirms need for defensive credit market positioning
Scenario analysis confirms need for defensive credit market positioning
Our analysis of spread markets suggests the most likely scenario in coming months is that of low growth and low inflation.
03-12-2019 | Insight
Credit outlook: Search for yield versus lurch to protectionism
Credit outlook: Search for yield versus lurch to protectionism
We are still convinced that we are approaching the end of the cycle, and continue to advocate a defensive positioning.
25-09-2019 | Quarterly outlook
Financial bonds: it's all about yield and credit quality
Financial bonds: it's all about yield and credit quality
The search for yield continues, but it’s getting harder to find attractively priced bonds.
24-11-2017 | Insight
Research shows link between ESG and profitability in mining
Research shows link between ESG and profitability in mining
Robeco views sustainability as a long term-driver of companies’ performance.
31-01-2017 | Research
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