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Visión de mercado

Perspectivas sobre el crédito: Prosperidad común
Perspectivas sobre el crédito: Prosperidad común
Changing policy in China will have repercussions for the rest of the world – and for credit markets.
21-09-2021 | Visión
The value comeback is driving emerging markets equities too
The value comeback is driving emerging markets equities too
After a decade of lackluster returns, the value stock showdown reached a climax in 2020.
06-07-2021 | Visión
Perspectiva sobre crédito: Humildes
Perspectiva sobre crédito: Humildes
Ante las muchas incógnitas y distorsiones que genera la reapertura de las economías, la humildad es la mejor actitud.
23-06-2021 | Perspectiva trimestral
Perspectivas sobre el crédito: calentando la economía
Perspectivas sobre el crédito: calentando la economía
Aunque es posible que continúe el rally del crédito, el margen de error es tremendamente limitado.
31-03-2021 | Perspectiva trimestral
Broadening credit opportunities through emerging market corporate debt
Broadening credit opportunities through emerging market corporate debt
It is a misperception that emerging market companies are small, risky and single-focused.
03-07-2020 | Entrevista
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 | Visión
Credit analysis and ESG: a perfect fit
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 | Investigación
ESG integration, in particular for corporate bonds
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 | Visión
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 | Visión
Making better credit risk assessments
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 | Entrevista