spaines

Visión de mercado

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
Central bank watcher: Time to deliver
Central bank watcher: Time to deliver
Central banks across the spectrum have made a big shift and are now focused on the best way to make their policies more accommodative.
31-07-2019 | 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
Cuidado con el cambio de tendencia monetaria
Cuidado con el cambio de tendencia monetaria
En el cuarto trimestre del año, la menor liquidez del dólar y una guerra comercial que por momentos se convierte en una confrontación económica de mayor calado seguirán afectando a los mercados.
24-10-2018 | Perspectiva trimestral
Trade risks are complicating the picture for bonds
Trade risks are complicating the picture for bonds
The trade war threat and political risks in Italy are reasons to remain cautious on bonds.
20-07-2018 | Perspectiva trimestral
Flows that matter for government bonds
Flows that matter for government bonds
Government bond markets are extremely sensitive to any upside surprise in US inflation expectations.
20-04-2018 | Perspectiva trimestral
No bond bear market yet, but watch your Bunds
No bond bear market yet, but watch your Bunds
Yields in the euro area are increasingly difficult to match with the strong economic uptick.
25-01-2018 | Perspectiva trimestral
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
Rate hike in the US: the arguments and effects
Rate hike in the US: the arguments and effects
There are clear indications that the Federal Reserve is going to raise interest rates for the first time in more than nine years this September.
15-07-2015 | Visión
Navigating through flexible bond funds
Navigating through flexible bond funds
Flexible bond funds have become increasingly popular.
16-02-2015 | Visión