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Insights

Credit outlook: Common prosperity
Credit outlook: Common prosperity
Changing policy in China will have repercussions for the rest of the world – and for credit markets.
21-09-2021 | Insight
How will carmakers survive the shift to electrification?
How will carmakers survive the shift to electrification?
Regulation, changing consumer preferences and new entrants are cranking up the pressure.
09-07-2021 | Insight
Credit outlook: Humble
Credit outlook: Humble
It’s best to be humble about the many unknowns and distortions as economies reopen.
23-06-2021 | Quarterly outlook
Finding the downside risks in credit with ESG
Finding the downside risks in credit with ESG
Using financially material ESG information leads to better-informed investment decisions and benefits society.
09-06-2021 | Insight
Credit outlook: Running the economy hot
Credit outlook: Running the economy hot
While it’s possible that credits could keep rallying, the margin for error is extremely limited.
31-03-2021 | Quarterly outlook
European utilities on the cusp of a decade-long investment opportunity
European utilities on the cusp of a decade-long investment opportunity
These companies have the unique prospect of tackling climate change and continuing to lead the global energy transition.
03-02-2021 | Insight
 High yield indices don’t make good benchmarks
High yield indices don’t make good benchmarks
Certain features that are typical of high yield corporate bonds impose costs on high yield portfolios.
26-01-2021 | Insight
Credit outlook: TINA is still singing
Credit outlook: TINA is still singing
Markets are pricing for the best possible outcome.
17-12-2020 | Quarterly outlook
Now is the time to go global in credits
Now is the time to go global in credits
To meaningfully enhance the yield and total return on their fixed income portfolio, euro investors would need to look beyond the eurozone market.
12-11-2020 | Insight
Credit outlook: Markets already have the vaccine
Credit outlook: Markets already have the vaccine
The world is waiting for a vaccine that will enable us to return to our normal lives.
29-09-2020 | Quarterly outlook
Credit outlook: The rules have changed
Credit outlook: The rules have changed
The ‘common enemy’ elicited a massive unconventional, coordinated series of stimulus by policy makers.
24-06-2020 | Quarterly outlook
Sustainability trends in energy credits after Covid-19
Sustainability trends in energy credits after Covid-19
Finding affordable, low-carbon and reliable energy sources is a challenge for investors in the energy sector.
22-06-2020 | Insight
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
Investing in the SDGs to tackle snake bites
Investing in the SDGs to tackle snake bites
How many people do you think die from snake bites?
11-03-2019 | Stunning statistics
It’s not all black and white when it comes to SDGs
It’s not all black and white when it comes to SDGs
Measuring a company’s contribution to the UN SDGs is not that straightforward.
12-12-2018 | Insight
Miners face rising environmental liabilities
Miners face rising environmental liabilities
Environmental costs are becoming an ever-increasing burden for mining companies, a study shows.
04-12-2018 | Insight
Short Maturity = low risk, less volatility
Short Maturity = low risk, less volatility
Increasing volatility and rising interest rates – not really the cocktail of choice for the risk-averse credit investor.
23-05-2018 | Insight
How to quantify a company’s contribution to the UN SDGs?
How to quantify a company’s contribution to the UN SDGs?
Earning a good return and contributing to the Sustainable Development Goals at the same time?
11-05-2018 | Insight
There is always an opportunity somewhere in credits
There is always an opportunity somewhere in credits
The credits markets have undergone a metamorphosis in the last decade.
01-03-2018 | Insight
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.
28-12-2017 | Insight
Six ways to improve the sustainability of credit portfolios
Six ways to improve the sustainability of credit portfolios
It is our conviction that analying sustainability information leads to better informed investment decisions.
29-11-2017 | Insight
Factor investing in credit markets is coming of age
Factor investing in credit markets is coming of age
Factor investing strategies for credit markets are increasingly on the radar of researchers and investors.
22-08-2017 | Insight
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
Guide to credits
Guide to credits
Credit investors increasingly want to know how they can make superior returns while managing risk in one of the world’s most vibrant markets.
15-05-2017 | Magazine
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
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
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
Protect yourself against rising interest rates with zero-duration
Protect yourself against rising interest rates with zero-duration
Long-term interest rates are on the rise so credit investors need to assess whether they want to hedge interest rate risk.
19-12-2016 | Insight
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
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