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Insights

Focus themes Content type Region Client type Hide English Insights
Financial sector back in vogue with bond investors
Financial sector back in vogue with bond investors
Guess who’s back, banks are back.
08-06-2017 | Insight
Sander Bus and Roeland Moraal win Morningstar award for best fixed income investor
Sander Bus and Roeland Moraal win Morningstar award for best fixed income investor
“The very experienced high-yield bond managers Sander Bus and Roeland Moraal are held in high regard”.
09-05-2017 | Insight
Value in subordinated insurance debt
Value in subordinated insurance debt
“As spreads on insurance bonds widened last year, we increased our exposure to insurance bonds.
04-05-2017 | Insight
Tackling illiquidity with Multi-Factor Credits
Tackling illiquidity with Multi-Factor Credits
Liquidity has come down a lot in credit markets.
01-05-2017 | Video
How to exit?
How to exit?
In its quarterly Fixed Income Outlook, Robeco signals clear improvement in economic data.
20-04-2017 | Quarterly outlook
Boom & Bust
Boom & Bust
In its Credit Quarterly Outlook, Robeco’s Credit team expects inflation to pick up.
06-04-2017 | Quarterly outlook
Expected Returns 2017 - 2021
Expected Returns 2017 - 2021
Download full publication
Six key ESG issues in energy credits
Six key ESG issues in energy credits
The energy sector is faced with big ESG challenges.
06-04-2017 | Insight
The Mexican wall of worry
The Mexican wall of worry
Despite the huge sell-off in Mexican corporate bonds and negative sentiment following the election of Donald Trump, contrarian credit investors Victor Verberk and Reinout Schapers still found investment opportunities.
31-03-2017 | Insight
Practical implementation of credit factor strategies
Practical implementation of credit factor strategies
Well-established factors, such as Low Risk, Value, Momentum and Size, generate economically meaningful and statistically significant premiums in credit markets.
27-02-2017 | Interview
Five reasons to take a global approach to Credits
Five reasons to take a global approach to Credits
Many credit investors only invest in their home currency.
17-02-2017 | 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
High Yield Outlook: Winning by not losing is key
High Yield Outlook: Winning by not losing is key
2016 was a very strong year for global high yield.
18-01-2017 | Insight
The rise of Factor Investing,  is it just a hype?
The rise of Factor Investing, is it just a hype?
Watch the video
The quarterly outlook for credits: Spectacularly wrong
The quarterly outlook for credits: Spectacularly wrong
Trump’s election will lengthen the business cycle, overheat the US economy and might trigger more Fed rate hikes.
06-01-2017 | Quarterly outlook
Higher yields are boosting financial credits
Higher yields are boosting financial credits
The recent rise in yields has boosted the performance of financial credits, the subordinated segment in particular.
21-12-2016 | Insight
What does the debt supercycle mean for asset owners
What does the debt supercycle mean for asset owners
The idea of a global ‘debt supercycle’ is not as scary as it sounds, but three things do threaten stability if borrowing spirals out of control, Robeco’s experts advised asset owners at a recent webinar.
29-11-2016 | Insight
Bonds shrug off Trump's Brexit-style surprise win
Bonds shrug off Trump's Brexit-style surprise win
The reaction of bond markets to Donald Trump’s surprise victory was not as bad as the aftermath of the Brexit, and could eventually benefit fixed income investors, say Robeco’s fund managers.
09-11-2016 | Insight
Let's be realistic about renewable electricity
Let's be realistic about renewable electricity
There is a lot of talk about renewable electricity becoming cost-competitive with conventional fossil fuel energy.
08-11-2016 | Insight
Bond climate calls for unconstrained investing
Bond climate calls for unconstrained investing
One of the biggest challenges facing fixed income investors today is how to achieve attractive returns in a dysfunctional market environment.
03-11-2016 | Insight
Don’t rule out a Democrat landslide in US elections
Don’t rule out a Democrat landslide in US elections
Investors should not rule out a Democratic Party landslide as Americans go to the polls to elect a new President and Congress, says Chief Economist Léon Cornelissen.
31-10-2016 | Insight
From negative policy rates to yield curve control - what’s next?
From negative policy rates to yield curve control - what’s next?
The low growth, low inflation state of the global economy is a favorable macro environment for fixed income investments.
17-10-2016 | Quarterly outlook
Volatility sticks to the script in September
Volatility sticks to the script in September
Markets wake up from summer slumber.
13-10-2016 | Insight
Finding the best picks in high yield bonds
Finding the best picks in high yield bonds
The high yield bonds market offers a unique set of opportunities in an environment of low interest rates, but you need to know where to look, says portfolio manager Sander Bus.
11-10-2016 | Insight
The quarterly outlook for credits: I buy when you buy
The quarterly outlook for credits: I buy when you buy
Fundamentals have deteriorated and credit valuations are not very appealing either.
06-10-2016 | Quarterly outlook
Benefiting from the Value factor in a fundamental credit strategy
Benefiting from the Value factor in a fundamental credit strategy
Value investing has been researched extensively in equity markets and has recently been shown to exist in credit markets as well.
04-10-2016 | Insight
The debt supercycle also means growing wealth
The debt supercycle also means growing wealth
Debt gets a bad rap, creating images of human figures bound in chains… but is it really that bad?
26-09-2016 | 5-Year outlook
Good times for investment grade corporates
Good times for investment grade corporates
The ECB’s corporate sector purchase program has given investment grade corporate bonds a huge boost.
15-09-2016 | Insight
The quality of low-risk credits
The quality of low-risk credits
Recently a new factor was added to the literature: Quality.
14-09-2016 | Research
Banks’ risk culture and its impact on credits
Banks’ risk culture and its impact on credits
After the credit crisis, the importance of proper risk management at banks has become indisputable.
13-09-2016 | Insight
Avoiding unpleasant surprises country risk in telecom credits
Avoiding unpleasant surprises country risk in telecom credits
For many telecom companies, expanding into emerging countries can be very attractive.
07-09-2016 | Insight
Opportunities in Investment Grade
Opportunities in Investment Grade
Peter Kwaak discusses the effects of the ECB programme on credit markets.
05-09-2016 | Video
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