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.
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.
Fixed income outlook: Just another range trade
Markets participants, often overly focused on cyclical and economic factors, may need to take a broader perspective.
Fixed income outlook: The autumn cluster
A cluster of high volatility events will be taking place in the next six weeks.
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.
Fixed income outlook: Rising waves
The latest wave of market euphoria prompts us to take profit and adopt a patient stance.