spaines

Visión de mercado

Central bank watcher: Control freaks
Central bank watcher: Control freaks
Central banks are likely to keep policy exit expectations in check.
19-04-2021 | Visión
Fixed income outlook: Coming to America
Fixed income outlook: Coming to America
Several things are coming to America.
23-03-2021 | Visión
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 | Visión
Carta del CIO: Sigan a contracorriente
Carta del CIO: Sigan a contracorriente
En 2021 hay que seguir cuestionando el consenso, afirma Victor Verberk, CIO de Renta Fija y Sostenibilidad de Robeco.
07-01-2021 | Visión
Fixed income outlook: Just another range trade
Fixed income outlook: Just another range trade
Markets participants, often overly focused on cyclical and economic factors, may need to take a broader perspective.
08-12-2020 | Visión
Fixed income outlook: The autumn cluster
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
09-10-2020 | Visión
Robeco Global Total Return Bonds: flexible access to a broad opportunity set
Robeco Global Total Return Bonds: flexible access to a broad opportunity set
2020 has offered unusually large opportunities for allocating between fixed income sectors as global financial markets have transitioned from safe-haven flows in government bonds to value opportunities in credit.
09-09-2020 | Product video
Fixed income outlook: Rising waves
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to take profit and adopt a patient stance.
08-07-2020 | Visión
Perspectivas en renta fija: La conmoción del Covid y la recuperación en forma de Ba'
Perspectivas en renta fija: La conmoción del Covid y la recuperación en forma de Ba'
Las oportunidades en renta fija están pasando rápidamente del entorno de la deuda pública considerada refugio seguro al crédito.
01-04-2020 | Perspectiva trimestral
Fixed income outlook: Upside bounce, downside risks
Fixed income outlook: Upside bounce, downside risks
Fixed income returns have been excellent in 2019.
06-01-2020 | Perspectiva trimestral
Fixed income outlook: Rising recession risk; unchanged strategy
Fixed income outlook: Rising recession risk; unchanged strategy
It seems a lot has changed in one quarter.
03-10-2019 | Perspectiva trimestral
European banks: Go for debt
European banks: Go for debt
Despite earnings compression, the creditworthiness of European banks appears intact.
07-08-2019 | Visión
Negative yields are becoming the new normal
Negative yields are becoming the new normal
The ECB has adopted a long-term negative interest rate policy.
06-08-2019 | Visión
Sometimes data revisions matter
Sometimes data revisions matter
Sometimes data revisions really matter – this is one of those times.
05-08-2019 | Visión
Steering change: sustainable automotive credit
Steering change: sustainable automotive credit
The automotive industry still relies heavily on old-school business models and dirty technology.
18-07-2019 | Visión
Fixed income outlook: More repression to avoid recession
Fixed income outlook: More repression to avoid recession
Fighting the Fed or ECB has been a losing game over the past decade.
10-07-2019 | Perspectiva trimestral
China and the Fed are partners for now
China and the Fed are partners for now
The data will remain bumpy and markets vulnerable.
30-04-2019 | Visión
El ciclo está maduro pero no agotado
El ciclo está maduro pero no agotado
Los mercados continúan deprimidos y volátiles, con unas expectativas de crecimiento reducidas en todo el mundo.
10-01-2019 | Visión
Perspectiva en credíto: la gestión del riesgo es clave
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 | Vídeo
Robeco Global Total Return Bond Funds leading approach to ESG integration
Robeco Global Total Return Bond Funds leading approach to ESG integration
The Global Total Return Bond Fund aims to capture opportunities in fixed income classes around the globe.
24-07-2017 | Investigación