Global credit markets starting to look attractive after repricing
Spreads in the various segments of global credit markets have widened substantially over the year to date, resulting in valuations which are attractive compared to longer-term average valuations.
11-03-2020
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Visión
Perspectivas del crédito: La media no existe
En los mercados crediticios se busca la seguridad, pero la rentabilidad es necesaria.
10-12-2019
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Perspectiva trimestral
Renta fija multifactor: una alternativa a la inversión pasiva en renta fija
Son cada vez más los inversores que optan por los fondos cotizados (ETF) como medio para aplicar sus estrategias de renta fija.
28-11-2018
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Visión
Factor investing in corporate bond markets - Client Case Studies
Does factor investing work for credits?
13-11-2018
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Visión
Inversión en altos dividendos: apostando por empresas estables y fuertes
Las fluctuaciones de las cotizaciones tienden a acaparar la atención de los inversores que se fijan en el corto plazo.
24-04-2018
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Visión
Applying factor investing to corporate bonds
Although much factor research focuses on the equity market, the concept and benefits of factor investing apply equally well to the corporate bond market.
Perspectiva en credíto: la gestión del riesgo es clave
La economía mundial marcha muy bien y los beneficios empresariales se disparan, pero vosotros mantenéis la prudencia sobre los créditos.
23-01-2018
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Vídeo
Seis formas de mejorar la sostenibilidad de las carteras de crédito
Estamos convencidos de que analizar la información sobre sostenibilidad propicia decisiones de inversión mejor fundamentadas.
29-11-2017
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Visión
Six key ESG issues in energy credits
The energy sector is faced with big ESG challenges.
06-04-2017
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Visión
Robeco High Yield Bonds: obtener más de lo que se compra
Ante la volatilidad del mercado de deuda high yield, el proceso de inversión de Robeco High Yield Bonds debe demostrar su solidez.
02-03-2016
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Visión
Credit analysis and ESG: a perfect fit
One of the cornerstones of the investment philosophy of Robeco’s Credit team is that avoiding losers is more important than picking every winner.
17-09-2014
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Investigación
ESG integration, in particular for corporate bonds
Institutional investors are becoming increasingly aware of the fact that trends such as population growth, the scarcity of raw materials and globalization have an impact on a company's risks and opportunities.
08-09-2014
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Visión
The liquidity pitfall of passive investing
Investing in ETFs can be very risky, especially during periods of limited liquidity.
25-08-2014
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Visión
Quant investing in liquid high yield
Robeco introduced Robeco Quant High Yield Fund on March 28, 2014.
24-04-2014
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Visión
Making better credit risk assessments
Ground-breaking research by Robeco that changed the way the riskiness of corporate bonds can be evaluated has celebrated its 10th anniversary.
06-01-2014
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Entrevista
On the nature and predictability of corporate bond returns
Corporate bond returns consist of two distinct components: an interest rate component, which is default-free and anti-cyclical, and a credit spread component, which is default-risky and pro-cyclical.
