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Insights

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 | Insight
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
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: Be smart, quick and lucky
Credit outlook: Be smart, quick and lucky
We are skeptical of the idea that central banks are infallible.
27-06-2019 | Quarterly outlook
Credit outlook: Dead cat bounce
Credit outlook: Dead cat bounce
04-04-2019 | Quarterly outlook
Credit outlook: The emperor is naked
Credit outlook: The emperor is naked
Despite our repeated concerns about high corporate leverage and too much risk appetite, it is only now that credit markets are beginning to react to the global economic slowdown, and the next recession is being openly discussed.
20-12-2018 | Quarterly outlook
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
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
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
Robeco High Yield Bonds: getting more than you pay for
Robeco High Yield Bonds: getting more than you pay for
In the volatile high yield bond market Robeco High Yield Bonds’ investment process has to prove its strength.
02-03-2016 | Insight
The liquidity pitfall of passive investing
The liquidity pitfall of passive investing
Investing in ETFs can be very risky, especially during periods of limited liquidity.
25-08-2014 | Insight
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